What's included
What we handle as part of this service.
- Form W-7 preparation
- Document checklist and review
- Coordination with your tax return when applicable
- Renewal preparation for existing ITINs
For individuals & families
ITIN Assistance
We help organize, prepare and review your W-7 ITIN application along with the required identification documentation.
Who it's for
If this sounds like you, we're a good fit.
- Individuals without an SSN who need to file
- Dependents requiring an ITIN
- Renewals of expiring or expired ITINs
Documents you'll need
Bring (or upload) these so we can get started quickly.
Not sure? We share a tailored checklist after the consultation.
Valid passport or accepted ID document(s)
Federal tax return (when filed with the application)
Our process
The five steps we walk through with every client.
Schedule a consultation
Book in person or remotely. Tell us what you need and we suggest the right service path.
Bring or upload your documents
We share a clear checklist so nothing important gets missed.
Review with a specialist
We walk through your situation, answer questions, and confirm the plan together.
We prepare, file, or organize
From tax returns to payroll, formations or filings, we handle the work end to end.
Ongoing follow-up support
We stay available year-round for questions, notices, and the next step.
Frequently asked questions
Common questions we hear about this service.
- IRS processing times vary, but typically take several weeks. We prepare the W-7 and documentation so it’s submitted right the first time.
Ready when you are
Ready to get organized? Book an appointment today.
Pick a time that works for you — in person at San Pablo or Concord, or fully remote.
Related services
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Pairs well with this service.