Filed correctly the first time
A rejected W-7 costs months and often a filing season. Most rejections are documentation problems that are entirely avoidable.
ITIN Services
Get an ITIN without mailing your passport into the unknown
We prepare Form W-7, attach it to a correctly prepared return, and guide the documentation so the application is accepted the first time.
A number you need, on a form that is easy to get wrong
An ITIN lets you file a federal tax return, claim certain credits, be listed as a dependent or spouse, open some financial accounts and comply with withholding rules when you are not eligible for a Social Security number.
The application itself is one page. The reason so many are rejected is the documentation: the wrong identification, the wrong certification, a return that does not match, or an exception claimed without the supporting letter.
What we handle
We determine which category you apply under, prepare Form W-7, prepare the federal return it attaches to, assemble the identification evidence in the form the IRS accepts, and track the application through to issuance.
We also handle renewals. ITINs expire when they have not appeared on a filed return for three consecutive years, and a return filed with an expired ITIN is processed without the credits — which is how families lose refunds they were entitled to.
Included
What you get
Eligibility review
Which of the IRS reason codes applies to you, and whether an exception lets you apply without a return attached.
Form W-7 preparation
Prepared in English or Spanish alongside the return it accompanies.
Documentation guidance
Exactly which identification the IRS will accept, and how to certify it so originals stay with you wherever possible.
Dependent & spouse applications
Including the additional residency documentation the IRS requires for dependents.
Renewal handling
We check expiry status before filing season, not after a refund is reduced.
Status tracking
We follow the application and chase it if processing stalls.
Why it matters
What changes for you
Bilingual service
Se habla español — the whole engagement, from the first call to the signature, can be conducted in Spanish.
Filed together with your return
The W-7 and the return are prepared as one package, which is how the IRS expects to receive them.
Straight answers about your situation
We explain what an ITIN does and does not do, without overpromising.
The process
How the engagement runs
01
Eligibility call
Fifteen minutes to establish which category applies and what documents you will need.
02
Gather documents
We give you a precise list. No guessing, no second trips.
03
Prepare & file
W-7 plus the return, assembled and submitted as one package.
04
Track to issuance
We monitor the application and follow up with the IRS if it stalls.
Questions
ITIN Applications, answered
Still not sure? Ask us directly — the first conversation costs nothing and we will tell you honestly whether this is what you need.
IRS processing generally runs about seven weeks outside of filing season and can extend to eleven or more between January and April, or when applying from abroad. Applying early in the autumn avoids the queue entirely.
Not always. Certain certified copies are acceptable, and certified copies can be obtained from the issuing agency. We will walk you through the least risky route available for your documents before anything is sent.
An ITIN is issued purely for federal tax administration. It does not grant work authorisation, immigration status or eligibility for Social Security benefits. We can only advise you on the tax side — questions about immigration consequences belong with a licensed immigration attorney.
Sí. Podemos atenderle completamente en español, desde la primera llamada hasta la firma de la declaración.
Related
Often needed alongside this
Individual & Business Tax Preparation
Every return we file is prepared by a licensed professional, reviewed by a second set of eyes, and walked through with you before it is signed. No surprises in April, no letters in October.
Learn more
IRS & California FTB Representation
An Enrolled Agent holds unlimited rights of practice before the Internal Revenue Service. Sign a Form 2848 and every letter, every call and every deadline becomes ours to manage.
Learn more
Let’s talk about your itin applications.
A thirty-minute call, no charge, and a fixed quote before anything begins. If we are not the right firm for this, we will tell you that too.