What to check
Start with the federal tax purpose
A Form W-7 application should be based on a genuine U.S. federal tax need or an IRS-recognized exception. The application reason determines which return, evidence and submission procedure may be required.
How application support is organized
The practical starting point is the applicant's federal tax reason, existing documents and available filing route. A document checklist and written explanation can clarify the next step before sensitive records are exchanged.
What is included in a paid engagement
The agreed scope can include a review of the filing reason, Form W-7 details, an applicant-specific document checklist and a written explanation of the suitable filing route. Renewal, address changes and missing IRS notices are scoped separately when relevant. We confirm the work and service fee before beginning.
CAA verification and applicant documents
Where a case needs CAA authentication, the required interview and document certification are performed by an IRS-authorized Certifying Acceptance Agent. We coordinate the preparation and handoff with the authorized professional. The applicant receives instructions for presenting originals or issuing-agency certified copies through the agreed secure process.
Proof of identity and foreign status
The IRS requires current documents establishing the applicant's identity and foreign status. Originals or issuing-agency certified copies are generally required; ordinary scans and most notarized copies are not substitutes.
When an ITIN expires
An ITIN generally expires after three consecutive tax years without use on a U.S. federal income tax return. Renewal is necessary when an expired ITIN will be included on a federal income tax return.
Responding to IRS correspondence
Read the IRS notice before preparing a response. Check the notice number, deadline and specific missing information, then send only the documents required through the appropriate channel.
How our paid ITIN assistance works
- Send a short written summary of the tax purpose, country of residence and whether you are applying, renewing or resolving an IRS notice.
- We review the likely filing route and explain the proposed work, what documents are needed, and the service fee before you authorize paid work.
- After engagement, the case is prepared according to its scope; when CAA verification is needed, that step is performed by an IRS-authorized CAA. The IRS alone decides issuance and processing time.