ITIN Application & Renewal Services
Florida Licensed CPA | IRS-Authorized Certified Acceptance Agent
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, providing expert verification through our CAA status to streamline the process. Schedule an ITIN Consultation
Apply Through an IRS Certified Acceptance Agent
When permitted under strict IRS procedures, an authorized Certified Acceptance Agent 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. However, documentation requirements are unique to each applicant's situation and tax status.
Atlantic Tax Advisory PLLC is a Florida licensed CPA firm and IRS-authorized Certified Acceptance Agent providing comprehensive ITIN application and renewal assistance. We guide global taxpayers through the complexities of Form W-7, ensuring your sensitive data is handled securely while navigating the specific federal mandates required for successful issuance. It is important to note that not all applicants can avoid mailing original documents, as the IRS maintains final authority over verification rules.
Schedule an ITIN Consultation
As a Certified Acceptance Agent, we offer professional document authentication services to streamline your filing. Our firm ensures that all submitted materials meet current IRS standards for identity and foreign status verification.
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.
Professional CPA Oversight
Our Florida-based CPA firm specializes in 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.
Certified Document Verification
By utilizing a Certified Acceptance Agent, you gain access to an authorized professional who can authenticate qualifying paperwork, helping to protect your original identification from the risks of international mailing.
Tailored Application Support
We analyze your specific tax purpose to determine the most effective filing method, whether you are an investor, a student, or a dependent requiring an identification number for federal compliance.
IRS Submission Guidance
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.
Secure International Tax Solutions
- Atlantic Tax Advisory PLLC provides the infrastructure and expertise necessary to manage cross-border tax requirements, offering peace of mind to clients navigating the U.S. tax system from abroad.
Reliable Compliance Partners
- As a licensed firm, we maintain the highest standards of professional conduct and technical accuracy, ensuring your ITIN application is supported by legitimate federal tax purposes and valid documentation.
How the ITIN Application Process Works
Here's what we do:
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.
We will schedule a short video conference with you (or your dependents) to confirm your identity.
We will then immediately return your documents through your choice of delivery. This part, you need to pay for.
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.
Here's the best part – we follow up with the IRS to ensure that the ITIN is issued. Unlimited follow-ups are included in the $225 flat fee.
Just submit the contact form, giving us your circumstances for needing an ITIN, and we will take it from there.
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 ensure their data meets the latest federal requirements for a smooth application.
Professional ITIN Renewal Service
Ensure your number remains active. If not used in three years, it will expire, but we can help you renew it before your next filing deadline.
Official IRS Timelines
Minimizing Application Errors
- Inaccurate forms or incomplete proof can lead to significant delays. Our CPA-led review ensures your package meets every technical IRS standard.
Atlantic Tax Advisory PLLC provides expert application assistance but does not guarantee IRS approval or specific processing speeds.
Why Choose Our CAA Services
- Licensed Florida CPA Firm | IRS Certifying Acceptance Agent | Global Tax Expertise | Secure Data Infrastructure
ITIN Frequently Asked Questions
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.
Who is eligible for an ITIN?
Eligibility includes individuals who have a federal tax filing or reporting requirement and do not qualify for a Social Security number (SSN), including non-residents and foreign investors.
Can I get an ITIN if I am not a U.S. citizen?
Yes. Foreign nationals can obtain an ITIN regardless of citizenship provided they have a valid U.S. federal tax purpose and are ineligible for a Social Security number.
Can I get an ITIN if I am not eligible for a Social Security number?
Yes. The ITIN is designed specifically for those who are ineligible for an SSN but have federal tax reporting obligations.
Do I have to mail my passport to the IRS?
Not necessarily. A Certified 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.
Do I have to mail my passport to the IRS?
Not necessarily. A Certified 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.
What is an IRS Certified Acceptance Agent?
A CAA is a person or firm authorized by the IRS to assist individuals in obtaining ITINs by reviewing documentation and facilitating the application process.
Do I need to file a tax return with Form W-7?
Generally, yes. Most applicants must attach a valid federal income tax return to Form W-7, though specific IRS exceptions may apply depending on the case.
Can my spouse or dependent get an ITIN?
Yes, family members may be eligible for an ITIN if they are listed on a federal tax return or meet a specific tax purpose exception.
How long does an ITIN application take?
The IRS typically processes applications in 7 to 11 weeks, though timelines vary based on peak seasons and whether the application is domestic or international.
How do I know if my ITIN has expired?
Your ITIN likely expired if it was not used on a tax return at least once in the last three years.
Can you help renew an expired ITIN?
Atlantic Tax Advisory PLLC can assist you in the renewal process to ensure your number is active for your next tax filing.
What happens if the IRS rejects my ITIN application?
If rejected, the IRS will send a notice explaining the reason. We can review the notice to help identify errors and guide you through a corrected submission.
Expert Guidance for Global Clients
- Contact our office to ensure your ITIN application or renewal is handled with professional care and technical accuracy.