Menu

Services

All Services

US Individual taxes Tax Representation ITIN Preparation Advanced Tax Planning FBAR & FATCA Compliance Amendment Filling Corporate Tax

Download

Download Brochure
thumb

ITIN Preparation

ITIN Preparation involves assisting individuals who are not eligible for a Social Security Number (SSN) in obtaining an Individual Taxpayer Identification Number (ITIN) from the IRS. An ITIN allows non-residents, their spouses, and dependents to file U.S. tax returns and comply with federal tax obligations.

ITINs are typically used by foreign nationals, non-resident aliens, and other individuals who have U.S. tax reporting requirements but cannot obtain an SSN. Proper ITIN preparation ensures accurate filing and compliance, avoiding delays or rejection by the IRS.

Work Process of ITIN Preparation

  1. Initial Consultation:

    • Evaluate the client’s eligibility for an ITIN.

    • Identify the documents and information required for application.

  2. Document Collection & Verification:

    • Gather required identification documents, such as passports and visas.

    • Verify that all documents meet IRS standards and are valid.

  3. Form Preparation:

    • Complete IRS Form W-7 (Application for IRS Individual Taxpayer Identification Number).

    • Ensure all personal information and supporting documentation are accurate.

  4. Review & Compliance Check:

    • Double-check the application for completeness and compliance with IRS rules.

    • Confirm that the ITIN application is ready for submission.

  5. Submission to IRS:

    • Submit the completed Form W-7 along with the tax return (if applicable) and supporting documents.

    • Ensure proper tracking and acknowledgment of submission.

  6. Follow-Up & Support:

    • Monitor the application process and provide updates to the client.

    • Assist with any additional requests from the IRS or document clarifications.

Special Features of ITIN Preparation Services

  • Eligibility Guidance: Expert advice on who qualifies for an ITIN and required documentation.

  • Accurate Form Completion: Ensure all applications are completed correctly to avoid delays or rejections.

  • Supporting Document Verification: Check all identification documents for IRS compliance.

  • Secure Handling: Maintain confidentiality and security of sensitive personal and financial information.

  • IRS Submission Assistance: Submit applications and tax returns seamlessly with proper tracking.

  • Ongoing Support: Assistance with renewals, updates, or additional IRS requests.

  • Error-Free Process: Reduce the risk of mistakes that could delay ITIN approval.

  • Timely Updates: Keep clients informed throughout the ITIN application process.