...

IRS-Authorized - Certifying Acceptance Agent (CAA)

Need an Individual Taxpayer Identification Number (ITIN)? As an IRS-authorized Certifying Acceptance Agent ( CAA), I can help you obtain your ITIN quickly and correctly—without mailing your original documents to the IRS.

What is an ITIN?

An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the IRS for individuals who:

  • Need to file a U.S. tax return but don’t have a Social Security Number
  • Cannot obtain a Social Security Number
  • Have U.S. tax obligations or treaty benefits
  • Are claimed as dependents on U.S. tax returns

ITIN Format: 9XX-XX-XXXX (always begins with the number 9)

Why Use a Certifying Acceptance Agent (CAA)?

The Traditional ITIN Process is Complicated

Without a CAA, you must:

❌ Mail your original passport (or certified copies) to the IRS

❌ Wait 7-11 weeks for document return

❌ Risk loss or damage to irreplaceable documents

❌ Navigate complex IRS forms alone

❌ Face potential delays due to errors

The CAA Advantage

As an IRS-authorized Certifying Acceptance Agent, I can:

✅ Review and certify your original documents (no need to mail them!)

✅ Return your documents immediately after verification

✅ Submit your application correctly the first time

✅ Reduce processing time with proper documentation

✅ Handle complex situations (renewals, dependents, foreign addresses)

✅Provide bilingual assistance if needed

Most importantly: You keep your original passport and documents.

Who Needs an ITIN?

Foreign Nationals:

Without a CAA, you must:
  • Non-resident aliens filing U.S. tax returns

  • Resident aliens filing U.S. tax returns (without SSN eligibility)

  • Foreign investors with U.S. income

  • Foreign business owners with U.S. operations

Treaty Benefits:

  • Claiming tax treaty benefits

  • Receiving scholarship or fellowship income

  • International students with U.S. income

Dependents and Spouses:

  • Spouses of U.S. citizens or residents

  • Dependents of U.S. taxpayers

  • Children claimed on U.S. tax returns

Business Purposes:

  • Opening U.S. bank accounts

  • Purchasing U.S. real estate

  • Establishing business credit

  • Estate and trust administration

Visa Holders:

New ITIN Applications

Complete application preparation, document certification, and submission for first-time applicants.

ITIN Renewals

ITINs expire if not used on a tax return for three consecutive years. I handle all renewal applications and
documentation.

Family ITIN Applications

Applying for multiple family members? I can process applications for spouses, dependents, and children
efficiently.

ITIN + Tax Return Preparation

Need to file a tax return with your ITIN application? I prepare your return and submit everything together.

Rejected Application Assistance

If your previous ITIN application was rejected, I can identify the problem and resubmit correctly.

ITIN for Business Purposes

Need an ITIN for banking, real estate, or business establishment? I handle applications for business-related
purposes.

The ITIN Application Process

1

Step 1: Initial Consultation (Free)

We discuss your situation, determine ITIN eligibility, and explain the process and timeline.

2

Step 2: Document Collection

I provide a checklist of required documents based on your specific situation.

Required Documents (original or certified copies) :

  • Valid passport (preferred) , OR

  • Combination of other identity documents

  • Proof of foreign status

  • Supporting documents for your tax filing reason

3

Step 3: In-Person Meeting

You bring your original documents to my office. I:

  • Review all documents for IRS compliance

  • Certify copies as authentic

  • Return your originals immediately

  • Complete Form W-7 (ITIN Application)

  • Prepare supporting documentation

         Meeting time: Typically 30-60 minutes

4

Step 4: Application Submission

I submit your complete ITIN application package to the IRS along with any required tax return.

5

Step 5: IRS Processing

The IRS processes your application and issues your ITIN.

Processing time: Typically 7-11 weeks (may vary seasonally)

6

Step 6: ITIN Assignment

You receive your ITIN notice from the IRS. I’m available to answer questions and help with next steps.

Required Documents

Primary Document (One Required)

The easiest option is a valid passport (does not need to have a U.S. visa).

Alternative Documents (If No Passport)

If you don’t have a passport, you’ll need to provide a combination of documents proving identity and foreign status:

Identity Documents:

  • Foreign voter’s registration card

  • Foreign military identification

  • Visa issued by U.S. Department of State

All documents must be:

  • Original or certified copies

  • Current (not expired)

  • Show your name, photo (if age 18+), and address

 

As your CAA, I’ll guide you on exactly which documents you need for your situation.

ITIN Fees & Pricing

New ITIN Application: $280

  • Document review and certification

  • Form W-7 preparation

  • Application submission

  • Follow-up with IRS if needed

ITIN Renewal:: $280

  • Review of renewal eligibility

  • Document certification

  • Renewal application submission

Family Applications: $200 per person

  • Discounted rates for multiple family members

ITIN + Tax Return Preparation: $180 + tax prep fee

  • Combined service pricing

  • Everything submitted together

Why Choose Shoaib Ahmed, CPA as Your CAA?

IRS-Authorized & Experienced

I’m authorized by the IRS as a Certifying Acceptance Agent with extensive experience handling ITIN applications for individuals and families.

Comprehensive Tax Services

Unlike standalone ITIN services, I also provide:

  • Tax return preparation
  • Business formation
  • Ongoing tax planning
  • Multi-year tax strategy

This means you have a long-term tax advisor, not just someone who processes one application.

Protection of Your Documents

Your passport and identity documents never leave my office during the certification process. You walk out with your originals the same day.

Expert Guidance

ITIN applications can be complex. I ensure your application is complete, accurate, and properly documented before submission—minimizing delays and rejection risk.

Personalized Service

You work directly with me, not handed off to staff. I personally review and certify every document and handle every application.

Multilingual Support Available

I can assist clients who need language support throughout the process.

ITIN Application Tips

Do: ✅ Apply when you need to file a tax return ✅ Bring original documents (passports preferred) ✅ Apply well before April 15 tax deadline ✅ Renew expired ITINs before filing your return ✅ Keep copies of everything submitted ✅ Update address with IRS if you move

Don’t: ❌ Mail original documents directly to IRS without a CAA ❌ Use fake or fraudulent documents ❌

Apply if you’re eligible for a Social Security Number ❌ Wait until the last minute (processing takes time) ❌

Apply without a legitimate tax purpose

Ready to Get Your ITIN?

Stop worrying about mailing your passport to the IRS. As a Certifying Acceptance Agent, I can verify your documents and return them to you immediately.

  • Determine your ITIN eligibility

  • Review required documents

  • Explain the complete process

  • Answer all your questions

  • Provide transparent pricing

[Schedule Your Free ITIN Consultation] Call: 980-428-9423

Related Services

Tax Return Preparation: Need to file a U.S. tax return? I prepare returns for:

  • Non-resident aliens (Form 1040-NR)

  • Resident aliens

  • Foreign investors

  • International students

  • Multi-state returns

Business Formation: Starting a U.S. business as a foreign national? I help with:

  • Entity selection (LLC, Corporation)

  • EIN application

  • Business tax compliance

  • Multi-state registration

Ongoing Tax Services: Once you have your ITIN, I provide:

  • Annual tax preparation

  • Tax planning and strategy

  • IRS representation

  • State and local tax compliance

Shoaib Ahmed, CPA, PLLC IRS-Authorized Certifying Acceptance Agent (CAA) Specializing in ITIN Applications, International Tax, and Small Business Services

Common ITIN Questions

How long does it take to get an ITIN?
Typically 7-11 weeks from the date the IRS receives your application. Processing times increase during peak tax season (January-April).
Yes. ITINs expire if not used on at least one tax return in the past three consecutive years. Middle digits 70-87 have specific expiration dates and may need renewal.

No. An ITIN is only for tax purposes. It does not:

  • Authorize you to work in the U.S.

  • Make you eligible for Social Security benefits

  • Qualify you for the Earned Income Tax Credit

  • Change your immigration status

In most cases, no. You must have a valid tax purpose (filing a return, claiming treaty benefits, etc.). There are limited exceptions for certain business purposes.
I review rejected applications, identify the issue, and resubmit with proper documentation. Common rejection reasons include incomplete applications or insufficient documentation.
Yes. If you’re claiming them as dependents on your U.S. tax return, they need ITINs. I can process applications for your entire family.
I serve clients throughout North Carolina and can arrange appointments in Charlotte, or discuss remote options for certain situations.

Yes, It’s preferred to apply Online using the link below:

https://form.jotform.com/ahmed_shoaib_shoaibahmed/itin-information-request-form

https://form.jotform.com/ahmed_shoaib_
shoaibahmed/itin-information-request-form

Seraphinite AcceleratorOptimized by Seraphinite Accelerator
Turns on site high speed to be attractive for people and search engines.