Federal tax purpose
Identify why a U.S. taxpayer identification number is needed and which Form W-7 reason may apply.
Certifying Acceptance Agent ITIN services
ITIN Application Help From an IRS-Authorized Certifying Acceptance Agent.
Get Form W-7 and ITIN application assistance through IRS-authorized Certifying Acceptance Agent support, with permitted document authentication, clear filing context, and support for eligible U.S. and international applicants.
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IRS-authorized Certifying Acceptance Agent 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.
Qualify the tax purpose first
An ITIN request needs more than a number request.
Before collecting identity documents, SetRight identifies the federal tax reason, Social Security number eligibility, return or exception path, applicant category, and document-review requirements. This protects applicants from beginning a process that does not fit their facts.
SSN eligibility
Confirm that the applicant is not eligible for a Social Security number before treating an ITIN as the correct path.
Return or exception
Determine whether the application connects to a federal return or a documented exception under the current rules.
Document path
Confirm identity, foreign-status, dependent, interview, and original-document requirements before secure exchange.
CAA application support
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.
Certifying Acceptance Agent 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
IRS-authorized Certifying Acceptance Agent
Approved support for Form W-7 review and permitted identity-document authentication. The IRS makes every final ITIN decision.
Affiliated CPA and Enrolled Agent support
SetRight works with affiliated credentialed professionals. Their involvement depends on each engagement’s scope and requirements.
Professional tax and accounting experience dating back to 2012
An experience statement—not a claim that SetRight itself was founded in 2012.
Secure online service
Begin remotely, with sensitive records moving to an approved secure exchange only after review.
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.
New applications
Review the likely W-7 reason, filing connection, and document requirements before beginning.
Renewals
Identify whether an existing ITIN needs renewal in connection with a U.S. tax filing.
Tax-return connection
Coordinate eligible ITIN applications with the related U.S. tax return when applicable.
International access
Plan consultations and secure document guidance for applicants outside the United States.
Choose the right ITIN path
Prepare before the document review.
Compare a Certifying Acceptance Agent with an Acceptance Agent, learn which identity documents a CAA may authenticate, check when an ITIN may need renewal, or review the process to apply for an ITIN from abroad.
Verify with first-party authority
Use the IRS rules and directory—not a provider's promise.
Review the IRS pages for how to apply for an ITIN, Acceptance Agent and Certifying Acceptance Agent services, and the current authorized-agent search before choosing a provider. Provider fees, scope, document handling, and tax-return preparation are separate questions.
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Start in English
Begin with a short inquiry about a new application, renewal, or connected U.S. filing.
English inquiryES
Comience en español
Inicie una conversación no confidencial por el canal de WhatsApp aprobado.
Mensaje en WhatsAppINTL
Canada + international
Discuss a U.S. tax or ITIN need from abroad, with secure exchange explained after review.
International consultationCommon questions
Before you take the next step.
Is SetRight a Certifying Acceptance Agent (CAA)?
SetRight provides ITIN services through an IRS-authorized Certifying Acceptance Agent. This support can include Form W-7 review and authentication of permitted identity and foreign-status documents. CAA authorization does not mean SetRight is part of, sponsored by, or endorsed by the IRS, and only the IRS can approve or issue an ITIN.
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.
Can I get an ITIN only to open a bank account or form an LLC?
Not automatically. An ITIN is issued for a federal tax purpose, and Form W-7 generally must be connected to a federal tax return unless the applicant qualifies for a documented exception. A business, bank, marketplace, or payment-platform request does not by itself prove ITIN eligibility. SetRight reviews the actual U.S. tax reason before confirming scope.
Begin from wherever you are