Top Accountant in Wallingford

Certifying Acceptance Agent (CAA)

Guidance for ITIN applications—document review, W-7 preparation, and clear next steps.

What a CAA does

  • Explains ITIN eligibility and required documentation.
  • Prepares Form W-7 and assembles supporting documents.
  • Reviews identity and foreign status documents and ensures they meet IRS standards.
  • Provides next-step guidance after submission, including related tax filings.

Why work with a CAA?

  • Clarity on acceptable IDs and proof of tax purpose
  • Complete, well-organized submissions
  • Fewer delays and clearer timelines

Get help with your ITIN

Start the process Read FAQs ITIN Overview

What to bring

Primary identification

  • Passport (preferred, if available)
  • — or — Two acceptable IDs (e.g., national ID, birth certificate, driver license)

Supporting documents

  • Proof of the federal tax purpose (e.g., attached return or exception documentation)
  • Any relevant immigration status documents (if applicable)
We’ll confirm your exact document list based on your situation.

How it works

1

Review

We confirm eligibility and your document list.

2

Prepare W-7

We complete the application and assemble supporting items.

3

Submit

You’ll receive guidance for mailing and tracking.

4

Follow-up

We coordinate next steps and related tax filings.

Ready to begin?

Start your application or send us a question.
Start the process Contact Us