CAA ITIN services

A Clearer Path for Your ITIN Application.

Get Form W-7 and ITIN application assistance with permitted document authentication, clear filing context, and support for eligible U.S. and international applicants.

Tax professional guiding an international client during a remote ITIN consultation
SetRightInternational tax access
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IRS-authorized CAA support

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English + Spanish start paths

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Secure Form W-7 guidance

ITIN guidance

Understand the application before sending sensitive documents.

An ITIN is an IRS tax processing number for certain people who need a U.S. taxpayer identification number but are not eligible for a Social Security number. Eligibility, filing requirements, exceptions, and documentation depend on the applicant’s facts.

Approved CAA trust signal

Work With an IRS-Authorized Certifying Acceptance Agent

SetRight provides ITIN application support through an IRS-authorized Certifying Acceptance Agent. We help review Form W-7 applications, verify required documentation, and guide eligible applicants through the process with a secure online workflow.

CAA support can include

  • Professional review of Form W-7
  • Authentication of most qualifying identity documents
  • Reduced need to mail original documents in many cases
  • Support for U.S. and international applicants
  • Clear document instructions and status communication
CAA

IRS Certifying Acceptance Agent

Approved support for Form W-7 review and permitted identity-document authentication. The IRS makes every final ITIN decision.

2012

Professional tax and accounting experience dating back to 2012

An experience statement—not a claim that SetRight itself was founded in 2012.

SECURE

Secure online service

Begin remotely, with sensitive records moving to an approved secure exchange only after review.

U.S.

Nationwide and international U.S. tax support

Support across the United States and for eligible applicants abroad with U.S. tax needs.

Important: A Certifying Acceptance Agent does not approve or issue ITINs. The IRS makes all final ITIN decisions. Certain documents or applicant situations may still require original or issuing-agency-certified documentation. CAA authorization does not imply IRS endorsement, sponsorship, or affiliation.

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New applications

Review the likely W-7 reason, filing connection, and document requirements before beginning.

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Renewals

Identify whether an existing ITIN needs renewal in connection with a U.S. tax filing.

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Tax-return connection

Coordinate eligible ITIN applications with the related U.S. tax return when applicable.

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International access

Plan consultations and secure document guidance for applicants outside the United States.

EN

Start in English

Begin with a short inquiry about a new application, renewal, or connected U.S. filing.

English inquiry ↗

ES

Comience en español

Inicie una conversación no confidencial por el canal de WhatsApp aprobado.

Mensaje en WhatsApp

INTL

Canada + international

Discuss a U.S. tax or ITIN need from abroad, with secure exchange explained after review.

International consultation ↗

Common questions

Before you take the next step.

What is a Certifying Acceptance Agent?

A Certifying Acceptance Agent, or CAA, is a person or organization authorized under a written agreement with the IRS to assist eligible applicants with Form W-7 and to authenticate permitted identity and foreign-status documents. A CAA is not an IRS employee or agent, and authorization does not mean IRS endorsement.

Can a CAA approve an ITIN?

No. A CAA can review the application, certify permitted documentation, and submit the application package, but only the IRS can approve, deny, or assign an ITIN.

Do I have to mail my original passport?

Often, a CAA can authenticate a qualifying passport so the original does not have to be mailed to the IRS. The CAA must review the original passport or an issuing-agency-certified copy, and certain dependent or document situations may still require original or issuing-agency-certified documentation.

Can SetRight help international applicants?

Yes. SetRight can help eligible applicants begin from outside the United States, coordinate the required interview and document review, and explain the U.S. tax-return connection or applicable exception. The exact process depends on the applicant’s facts and location.

What documents are required for an ITIN?

The required documents depend on the applicant category and must establish identity and foreign status. A valid passport can often serve as a stand-alone document; otherwise, the IRS may require a combination of approved documents. Dependents and certain exceptions can have additional requirements.

How long does the ITIN process take?

IRS processing times vary. Current Form W-7 instructions generally say to allow about seven weeks, or nine to eleven weeks during peak filing season or for applications submitted from overseas. These are IRS estimates, not guarantees, and delays or requests for more information can extend the process.

Begin from wherever you are

Start with the right U.S. filing context.

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