ITIN Application & Renewal Services
Sarah Kalchman, CPA | Florida Licensed CPA | IRS Certifying Acceptance Agent (CAA)
Securing an Individual Taxpayer Identification Number is vital for non-residents navigating U.S. tax obligations. Atlantic Tax Advisory PLLC offers comprehensive support for new applications and renewals, including eligible document certification as an IRS Certifying Acceptance Agent (CAA).
What Is an ITIN?
An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the IRS for those who must have a U.S. taxpayer identification number but do not qualify for a Social Security number. Securing an Individual Taxpayer Identification Number is vital for non-residents navigating U.S. tax obligations.
Why Work With a Certifying Acceptance Agent (CAA)?
When permitted under strict IRS procedures, an IRS-authorized Certifying Acceptance Agent (CAA) may verify your qualifying identification documents. This professional authentication process means that, depending on your specific circumstances, you may not be required to mail your original passport or other primary documents directly to the IRS. As an IRS-authorized Certifying Acceptance Agent (CAA), we offer professional document authentication services to streamline your filing. We review your documents against current IRS requirements for identity and foreign status verification before submission.
Atlantic Tax Advisory PLLC is a Florida licensed CPA firm and IRS-authorized Certifying Acceptance Agent (CAA) providing comprehensive ITIN application and renewal assistance. We guide taxpayers through Form W-7 and the IRS documentation requirements, and handle your personal documents confidentially. By utilizing a Certifying Acceptance Agent (CAA), you gain access to an authorized professional who can authenticate qualifying paperwork, helping to protect your original identification from the risks of international mailing.
Professional CPA Oversight
Our Florida-based CPA firm focuses on international tax matters, providing a single point of contact for both your ITIN needs and the preparation of required U.S. federal income tax returns. We manage the preparation and submission of your Form W-7 package, adhering to the latest IRS regulations to minimize the potential for processing delays or technical rejections. As a licensed CPA firm, we review whether each ITIN application is supported by a valid federal tax purpose and the required documentation.
Important Security Notice
Please utilize our secure client portal for all sensitive document transmissions. Protecting your privacy and federal identifiers is our primary concern during the ITIN engagement. Never email passports, SSNs, ITINs, or banking details.
How the CAA ITIN Application Process Works with us - application fee $350:
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Document Submission: If you cannot visit our office in Sunny Isles, Florida so we can verify your identifying documents, you can send the documents to us by mail or private carrier.
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Identity Verification: We will schedule a short video conference with you (or your dependents) to confirm your identity.
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Document Return: We will then immediately return your documents through your choice of delivery. This part, you need to pay for.
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IRS Preparation: We will verify your documents showing proof of identity and foreign status, then properly prepare and sign Form W-7 and Form W-7 (COA). If we prepare your tax return or other qualifying document for IRS submission, we will send all documents by Priority Mail to the relevant IRS Service Center.
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IRS Follow-up: Optional follow-up with the IRS on a submitted ITIN application is available for a separate flat fee of $225, in addition to the $350 application fee. Follow-up contacts continue until the IRS decides the application. The IRS controls issuance and timing.
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Get Started: Just submit the contact form, giving us your circumstances for needing an ITIN, and we will take it from there.
IMPORTANT SECURITY NOTICE
For your protection, never email passports, SSNs, ITINs, or banking details. Use our secure portal for all sensitive data.
Federal Tax Return Requirements
Dependents and Spouses
Family members needing a number for tax purposes can be included. We check their documents against current IRS requirements before submission.
Professional ITIN Renewal Service
Determine whether your ITIN requires renewal. If not used in three years, it will expire, but we can help you renew it before your next filing deadline.
Minimizing Application Errors
- Inaccurate forms or incomplete proof can lead to significant delays. A CPA reviews your package against IRS requirements before it is submitted.
Why Choose Our CAA Services
- Licensed Florida CPA firm | IRS Certifying Acceptance Agent (CAA) | International Tax Services | Confidential Document Handling
Frequently Asked ITIN Questions
Defining the ITIN
Issued by the IRS, an Individual Taxpayer Identification Number serves people required to have U.S. tax ID numbers who are ineligible for Social Security numbers for various regulatory reasons.
Who needs to apply for one?
Those with U.S. federal tax reporting duties who cannot get an SSN, such as foreign property owners or non-resident aliens, are generally eligible to apply for this specific number.
Do I have to mail my passport to the IRS?
Not necessarily. An IRS-authorized Certifying Acceptance Agent (CAA) may authenticate qualifying documents when permitted under applicable IRS procedures. Determining whether you must mail your passport depends on your specific circumstances and IRS regulations.
Defining the Role of a CAA Firm
An IRS-authorized professional or firm, known as a Certifying Acceptance Agent (CAA), streamlines the ITIN process by verifying required documents and assisting clients throughout the application.
Typical timeline for IRS approval?
Usually, the IRS takes between 7 and 11 weeks for processing, though this window may shift according to seasonal demand and whether you are filing from abroad or within.
Strategic Support for Global Needs
- Get in touch to start your ITIN application or renewal.