ITIN Processing

From documentation to filing—we guide you through the ITIN application process with clarity and care.

What we do

Form W-7 preparation: assemble and review your application.
Document guidance: acceptable ID and supporting proofs, explained step-by-step.
Submission options: mail-in guidance and status tips.
Next steps: coordinate tax return filing once the ITIN is issued.

Who needs an ITIN?

Individuals who are not eligible for a Social Security Number but need a U.S. taxpayer identification number for filing a tax return or other federal tax purposes.

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What to prepare

Primary identification

Passport (preferred, if available)
Or two other acceptable IDs (e.g., national ID, birth certificate, driver license)

Supporting documents

Proof showing the federal tax purpose (e.g., attached return or exception items)
Any immigration status documents (if applicable)

We’ll confirm the exact documents based on your situation and purpose for applying.

How the process works

1

Review & scope

We confirm eligibility, purpose, and the right document list.

2

Prepare W-7

We prepare the application and assemble supporting documents.

3

Submit

Mail-in guidance and tracking tips to monitor processing.

4

Follow-up & file

We guide next steps and coordinate related tax filings.

FAQs

Timelines vary by season and processing volumes. We’ll set expectations up front and share tips for tracking progress after submission.

In some cases, yes—if you meet a qualifying exception. We’ll review your situation and confirm the documentation needed.

We’ll help you complete any related tax filings and provide simple guidance for keeping records current for future years.

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