SERVICES
Certifying
Acceptance Agent
Certifying Acceptance Agent
What You
Should Know
What You Should Know
An Individual Taxpayer Identification Number (ITIN) is issued by the Internal Revenue Service (IRS) to individuals who are required to have a taxpayer identification number for several different reasons explained below, but do not have or are not eligible to obtain a Social Security Number.
Here are some situations in which you would be required to apply for an ITIN;
• Nonresident alien who is required to file a U.S. tax return
• U.S. resident alien who is (based on days present in the United States) filing a U.S. tax return
• Dependent or spouse of a U.S. citizen/resident alien
• Dependent or spouse of a nonresident alien visa holder
• Nonresident alien claiming a tax treaty benefit
• Nonresident alien student, professor or researcher filing a U.S. tax return
or claiming an exception
• Nonresident alien who is required to file a U.S. tax return
• U.S. resident alien who is (based on days present in the United States) filing a U.S. tax return
• Dependent or spouse of a U.S. citizen/resident alien
• Dependent or spouse of a nonresident alien visa holder
• Nonresident alien claiming a tax treaty benefit
• Nonresident alien student, professor or
researcher filing a U.S. tax return
or claiming an exception
What Is a
Certifying Acceptance
Agent (CAA)
A Certifying Acceptance Agent is a person or business who is authorized to assist individuals who do not qualify for a Social Security Number, but who still need to file a tax return. The CAA is able to facilitate the application process by doing the identity verification and forwarding the application to the IRS.
The key here is that the client is not required to mail their physical documents to the IRS and wait to receive them back, since the CAA is able to verify the identity and send clear copies across.
What Is a
Certifying Acceptance
Agent (CAA)
A Certifying Acceptance Agent is a person or business who is authorized to assist individuals who do not qualify for a Social Security Number, but who still need to file a tax return. The CAA is able to facilitate the application process by doing the identity verification and forwarding the application to the IRS.
The key here is that the client is not required to mail their physical documents to the IRS and wait to receive them back, since the CAA is able to verify the identity and send clear copies across.
Why Us?
As noted above, you want to use a CAA so that you don’t have to physically show at an IRS office or send in your actual identifying documents to the IRS causing you to be without them for what can easily be 2 months or more.
With taxdoc you know you are working with an experienced practitioner with the integrity to promote your best interests at all times.
Check out our simple 5 step process below!
1. Interview
We will interview you not only to verify your eligibility, but also your necessity for an ITIN. You should not be spending the money and wasting your time if this strategy is not necessary for you, or especially if there is a more beneficial one out there for you.
2. Collect
We will collect your documents to verify their accuracy and do our best to ensure a smooth and immediate approval from the IRS ITIN team.
3. Prepare
We will assist in preparing the ITIN application (Form w-7) and if required, a tax return as well (Separate Fee).
4. Submit
We take on the responsibility of sending in your application along with all supporting forms and documents via a trackable shipping option.
5. Follow up
Our services don’t stop at the point of shipment. We will see the process all the way through and facilitate any necessary corrections, should the IRS require them.
