• AM Tax Inc. • Roseville, CA

ITIN Application & Certifying Acceptance Agent Services

Need an Individual Taxpayer Identification Number? AM Tax Inc. helps eligible taxpayers prepare Form W-7, verify required identification documents and submit complete ITIN application packages to the IRS.

— IRS-Authorized Advantage

Why Use a Certifying Acceptance Agent?

— Understanding ITIN

What is an ITIN?

An Individual Taxpayer Identification Number (ITIN) is a nine-digit tax processing number issued by the IRS for individuals who need a U.S. taxpayer identification number for federal tax filing purposes but are not eligible for a Social Security number (SSN).

As an IRS-authorized Certifying Acceptance Agent (CAA) in Roseville, AM Tax Inc. reviews your Form W-7 application, authenticates your original qualifying identification documents, and submits your complete ITIN application package directly to the IRS.

It serves solely for federal tax reporting and does not authorize employment in the United States, provide eligibility for Social Security benefits, or alter your immigration status.

In most cases, working with a CAA allows applicants to avoid mailing original passports or valuable identification documents to the IRS. We authenticate your documents in office and return them immediately. Note that special document verification rules apply to dependent applicants.

IRS ITIN Services

Comprehensive ITIN Application Support

Professional ITIN application and document authentication tailored for individual taxpayers, spouses, and dependents.

New ITINs

ITIN Renewals

Form W-7 preparation

Identity Document Verification

Complete guidance for first-time applicants requiring a valid ITIN for federal tax returns or IRS filing compliance.

Timely renewal services for expired or expiring ITIN numbers to avoid delays on your tax filings and refund processing.

Accurate completion of IRS Form W-7 to ensure all technical reason codes and documentation requirements are met.

In-person CAA authentication of original passports and IDs so you don't have to mail original identity documents.

Tax Return Preparation with ITIN

ITIN Application Follow-Up

Seamless filing of your federal income tax return attached to your ITIN application as required by IRS regulations.

Ongoing status tracking and direct inquiries with the IRS to ensure your application processes smoothly.

+ Step-by-Step

How It Works

Our streamlined process ensures your ITIN application package is accurate, certified, and compliant with IRS requirements.

01

Initiate Service

02

Qualification Check

03

Verification Meeting

Request ITIN Services

Eligibility Review

Appointment & Documents

We determine whether you meet the criteria for a qualifying federal tax purpose or IRS exception.

Reach out to AM Tax Inc. online or by calling our Roseville office to begin your ITIN assistance process.

Provide original identification documents (such as passports) and tax records during your CAA appointment.

04

Package Assembly

05

Client Authorization

06

Official Filing

Form W-7 & Tax Return

Review & Sign

Submit to IRS

You carefully review all completed forms for accuracy and sign your finalized application package.

We issue our CAA certification and submit the complete package directly to the IRS ITIN Operation.

We prepare your Form W-7 application alongside your required federal tax return or exception documentation.

/ Common Questions

Frequently Asked Questions

What is an ITIN?

Can I get an ITIN if I am eligible for an SSN?

An ITIN is a 9-digit IRS taxpayer identification number issued for federal tax processing to individuals who are required to have a U.S. taxpayer identification number but are ineligible for an SSN.

No. If you are eligible for or already possess a Social Security Number, you cannot apply for or receive an ITIN.

Can I get an ITIN for non-tax purposes (credit, work, etc.)?

Is remote Document verification appointment avaliable?

Typically 6–10 weeks, depending on IRS processing times. Longer during the tax season.

No.

Ready for ITIN Application Help in Roseville?

Is the person seeking an ITIN required to be listed on the tax return?

Non-resident aliens filing a U.S. tax return, resident aliens filing a return, dependents or spouses of U.S. citizens and resident aliens, and non-resident alien students or scholars qualify.

Do I need to file a tax return with Form W-7?

Generally yes. Form W-7 must be attached to a valid federal income tax return unless you meet specific IRS exception requirements for non-filing cases.

Who qualifies for an ITIN?

Yes, but a certified copy of your passport must be mailed to our office before the appointment. CAAs are not allowed to certify scans of documents, per IRS regulations.

If I just opened a U.S. LLC, can I obtain an ITIN right away?

Yes, the person must be listed on the tax return, including dependents.

Is an appointment for CAA/ITIN services required?

It depends, but in most cases, no. The ITIN is an individual number and is not required to file business taxes for a U.S. LLC. An LLC member may be allowed to obtain an ITIN if he/she needs to declare U.S. sourced income during tax season, however. In this case, a careful analysis of effectively connected income (ECI) is required before filing a U.S. tax return. If this is your case, please contact us for details. (See listed pricing for ECI election/analysis.)

Do you accept ITIN applications without a tax return under IRS exeptions?

Please review our pricing here.

How long does it take to receive an ITIN?

No, we currently don't accept ITIN applications under exceptions due to very slim chances of approval.

Is ITIN package resubmission included in fees?

One resubmission or follow-up with the IRS is included. Additional resubmissions and follow-ups are billed separately.

How much ITIN /CAA services cost?

Yes, an appointment is required. We also must establish your ITIN eligibility before you come, so please make sure to contact us in advance.

What documents are required to get ITIN?

You will need to provide: 1) A prepared tax return (or a request for preparation); 2) An unexpired passport or a certified copy of your passport issued by a passport-issuing agency (not notarized). 3) For kids under 18, please also provide birth certificates to establish relationships.

Do you review my tax return during an ITIN appointment?

Tax return review is not included in CAA/ITIN fees. If you need a return review, please let us know. (Standard hourly consulting rate applies)

Can you prepare my tax return?

Yes, we are licensed by the IRS and can prepare returns of any complexity. Please review the tax preparation fees listed on our website. If you need a tax return quote, don't hesitate to get in touch with us.

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