ITIN Services
ITIN applications with a Certified Acceptance Agent
We review why an ITIN is needed, prepare Form W-7 within the agreed scope, and coordinate the identification documents and tax filing connected to the application.
Who We Help
A good fit for
ITIN work is kept separate because an application may be connected to a tax return, an exception, a spouse or dependent, or a business-related filing.
- Nonresident or resident taxpayers who are not eligible for an SSN
- Spouses or dependents included in an eligible U.S. tax filing
- Foreign owners who need a U.S. taxpayer identification number for a filing
- Existing ITIN holders who need a renewal review
Application Review
Confirm the reason and filing path
An ITIN is issued for federal tax purposes, so the application must be tied to an eligible filing reason.
- Review the applicant’s tax filing reason and SSN eligibility
- Determine whether a tax return or an exception may apply
- Identify the applicant category and supporting documentation needed
- Separate the ITIN scope from any tax-return or business-return preparation
Preparation
Prepare and coordinate the submission
As a Certified Acceptance Agent, Jasper Zhao can assist with the application and identification-document process within the permitted scope.
- Form W-7 preparation and application-package review
- Identification-document review and submission instructions
- Coordination with an included federal income tax return when required
- Renewal review for an existing ITIN
After Submission
Know what the service includes
IRS processing and approval remain outside the firm’s control, and additional requests from the IRS may require follow-up work.
- Written checklist for the agreed application package
- Secure collection of identity and tax documents after engagement
- No guarantee of IRS approval or processing time
- Separate scope for tax returns, responses, or reapplications not initially included
Quoting
What affects the quote
The quote depends on whether the application is new or a renewal, the filing reason, number of applicants, identification documents, and whether a federal or state tax return is included.
Our Process
How the engagement starts
Submit the public inquiry form with the service, tax years, states, and any known deadline.
We identify the filings and information needed to prepare a written quote.
After engagement, you receive secure portal access for tax and identity documents.
We prepare the agreed work, review key items with you, and provide filing instructions.
Next Step
Start with a short case summary
The public form asks only for the service, tax years, states, and any known deadline. Sensitive documents are collected through the secure portal after engagement.