What is an ITIN?

An ITIN is a nine-digit number issued by the IRS to individuals, regardless of immigration status, who are not eligible for a Social Security Number but still need to file a tax return or meet other tax-related obligations.

You might need an ITIN if you're:

• A non-resident or resident alien with a requirement to file a U.S. tax return.
• A dependent or spouse of a U.S. citizen/resident alien.
• A non-resident alien claiming a tax treaty benefit.
• A foreign national with a requirement to file a tax return.

What is Challenging About Doing It Yourself?

Getting an ITIN on your own can be challenging for a few reasons:

• Lots of Paperwork: You must complete Form W-7 accurately and gather the proper documents to prove your identity and foreign status.
• Making mistakes or leaving things out could result in your application being denied.
• Contacting, reaching, and actually speaking with the IRS, with a representative specific to your application, can be challenging, to say the least. 
• Strict Rules: The IRS has specific requirements for the documents you must provide, and figuring out which documents to use can be confusing.

Why Use a Certified Acceptance Agent (CAA)?

The Internal Revenue Service authorizes a Certified Acceptance Agent (CAA) to review and authenticate your documents.

• Utilizing a CAA is essential because the CAA reviews and verifies the authenticity of all of your documents.
• Once the CAA completes this step, the CAA takes the necessary copies of all the documents and mails the copies to the IRS.
• You can keep all your identification documents, such as your passport, in your possession.
• You do not need to send your original documents, such as your passport and birth certificates, to the IRS.
• We’ll ensure your documents are accurate and up to date and handle the entire application process for you.
• If there are any issues, we’ll contact the IRS. Our goal is to ensure your application is error-free and processed smoothly.
• We’re always up to date with IRS rules and can give you personalized advice.
• Plus, you won’t have to deal with the IRS directly - we’ll handle all communication on your behalf.

Why Choose Square One Tax Resolutions?

Katharine LaBoda is a Certified Acceptance Agent and an Enrolled Agent with over 30 years of tax experience to ensure a smooth and worry-free ITIN application process.

• Our personalized service means we handle everything from gathering necessary documents to submitting and tracking your application.
• We make the process easy with dedicated support and ensure it’s done right the first time.
• We can also handle the process remotely if necessary. It’s not easy, but it is possible!

Are you ready to apply for or renew your ITIN?

• You can reach us by phone at 518-880-2940
• Visit our office at 410 Troy Schenectady Rd, Latham, NY
• Please email us at taxteam@squareonetax.com