Tri-State Paralegal Service Pittsburgh PA
A Certifying Acceptance Agent (CAA) is authorized by agreement with the IRS to review identity documents and assist taxpayers with Form W-7, Application for Individual Taxpayer Identification Number (ITIN). CAA's will now be allowed to authenticate the passport and birth certificate for dependents. CAAs will continue to certify identification documents for the primary and secondary applicants.
An ITIN is a number issued by the IRS to enable a person to file a tax return.
The ITIN can be for a primary taxpayer, a spouse or a dependent.
Not everyone is eligible for an ITIN! You must obtain a Social Security number if you are eligible to do so. The IRS may require that you obtain a denial letter from the Social Security Administration if you have been admitted to the United States under a visa that allows you to work with approval from the Department of Homeland Security.
An application for an ITIN is most often submitted with a valid tax return to support the need for the individual to obtain an ITIN. There are some limited exceptions to this requirement.
An unexpired passport is the only document that satisfies both requirements. You can apply for an ITIN without using the passport. There are alternative documents!
The IRS has a table of documents on page 3 of the Instructions for Form W-7. https://www.irs.gov/pub/irs-pdf/iw7.pdf
Please be aware that neither the IRS nor the CAA can guarantee the issuance of an ITIN if you use the services of a CAA.
The CAA cannot guarantee that the IRS won't send you a request for the original, certified or additional documents to enable them to clarify questions they may have about the application.
Here are the steps, in general:
The IRS is in control of the timing. The use of a CAA might speed up the process, but there is no guarantee. The CAA does have the ability to speak with the IRS ITIN Unit for status updates and to make sure the process is moving along. Typical turnaround time to receive a response from the IRS for an ITIN is 3-4 weeks. It may be longer to get an ITIN for applications submitted between January 15 and April 15 due to the number of applications received by the IRS during this time period.
The cost for CAA services is independent of the cost of the preparation of Form W-7.
The services provided include, but aren't limited to, document verification, submission of the packet to the IRS, meeting with all applicants either in-person or by video-conference, assisting with suspended applications if needed, and contacting the IRS ITIN unit on behalf of the client.
The cost for CAA services depends upon whether the person needing the ITIN is a taxpayer, spouse or a dependent.