ITIN Preparation Services

9%
Application success rate for new ITINs
15+
Years of specialized IRS certification experienced Team
5000+
Successfully issued and renewed ITINs
48H+
Initial document review and verification
CERTIFYING ACCEPTANCE AGENT (CAA)

Your Trusted Partner for a Seamless ITIN Application

Obtaining or renewing an ITIN can be a bureaucratic challenge, and minor errors often lead to months of delay. As IRS-authorized CPAs and Certifying Acceptance Agents, Redeem Tax builds lasting relationships by providing an ethical, efficient path to your taxpayer ID.

OUR METHODOLOGY

Efficient ITIN Processing Strategy

We provide a high-touch verification process that eliminates the risks of DIY filing. Our team conducts a thorough review of your identification and tax status to ensure your W-7 application meets the strict IRS ‘exception’ criteria, protecting your privacy and your timeline.

OUR PHILOSOPHY

Interactive Planning Approach

We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.

Comprehensive preparation for individuals ineligible for an SSN who must file a U.S. tax return.

As a CAA, we verify your passport and documents in-person or via video, so you never have to mail your original IDs to the IRS.

Fast-track renewals for expired numbers to prevent delays in tax refunds or personal tax filings.

Our Commitment

Precision in Every Taxpayer ID Application

99%

First-time approval rate for complex W-7 applications.

5,000+

Successfully issued and renewed ITINs managed by our CAA team.

Client Results

Reliable Pathways to U.S. Tax Compliance

We empower non-residents, foreign investors, and their families to secure their Individual Taxpayer Identification Numbers with absolute certainty. By utilizing our status as authorized Certifying Acceptance Agents (CAA), we eliminate the risk of document loss and the frustration of repeated IRS rejections.

The Direct Solution

Your Path to ITIN Approval

Document Audit (The Human Touch)

Securely upload your identification and tax documents to our portal. A dedicated Certifying Acceptance Agent (CAA) conducts a preliminary expert audit to ensure your application meets strict IRS eligibility criteria.

W-7 Preparation (The Tech Edge)

Our precision tools draft your Form W-7 and identify the correct IRS “Exception” for your specific case. We ensure every technical detail is aligned to prevent the common errors that lead to standard IRS rejections.

Identity Certification

As authorized CAAs, we verify your original passport and identity documents via a secure in-person or video session. We then issue a Certificate of Accuracy, allowing you to keep your original documents in your possession.

Secure Submission

Once you review and approve the package, we electronically transmit your application to the IRS through specialized channels. We monitor the status of your request until your Individual Taxpayer Identification Number is issued.

Testimonials

Client Experiences That Speak for Themselves

FAQ

ITIN Filing FAQ’s

Common Questions on ITIN filing.

You typically need an ITIN if you have a federal tax filing or reporting requirement and do not qualify for an SSN. Common examples include non-resident aliens filing a U.S. tax return, foreign investors with U.S. income, and spouses or dependents of U.S. citizens or resident aliens.

You must complete IRS Form W-7 and submit it along with your federal income tax return and documents to prove your identity and foreign status.

As a CAA, we are authorized to verify your original identification documents (like your passport) so you do not have to mail them to the IRS. We provide a Certificate of Accuracy (COA) that the IRS accepts in place of your original records.

The IRS generally takes 7 to 11 weeks to process an application. During peak tax season (January–April), processing times may be longer.

While a passport is the only document that can prove both identity and foreign status on its own, it is not mandatory. If you do not have a passport, you must provide at least two other IRS-approved documents, such as a national ID card or a civil birth certificate.

Yes. An ITIN will expire if it is not used on a federal tax return at least once in the last three consecutive tax years.

How We Can Help

Covering the Full Spectrum of Global Financial Services

We tackle our clients’ most critical challenges, from strategy and operations to digital transformation and sustainability. With deep expertise and a holistic approach, we break silos to maximize value, creating a powerful multiplier effect for lasting success.