IRS Certifying Acceptance Agent
ITIN applications, without mailing your passport
We prepare your Form W-7, verify your identity documents in person and submit everything to the IRS for you, in English or Spanish.
What is an ITIN?
An ITIN (Individual Taxpayer Identification Number) is a nine-digit number the IRS issues to people who need to file or be included on a U.S. tax return but aren’t eligible for a Social Security number. It always begins with the number 9.
An ITIN is for tax purposes only. It doesn’t authorize work in the U.S. or provide eligibility for Social Security benefits.
Who needs one?
- Workers and business owners who aren’t eligible for a Social Security number
- Spouses and dependents listed on a U.S. tax return
- Nonresidents with U.S. income or a U.S. filing requirement
- Anyone whose ITIN has expired and needs to renew it
Why use a CAA
Keep your passport. Skip the stress.
A Certifying Acceptance Agent is authorized by the IRS to verify your documents, so your originals never leave your hands for long.
Applying on your own
- Mail your original passport to the IRS and wait weeks to get it back
- Fill out Form W-7 yourself, where small mistakes can mean a rejection
- Navigate IRS instructions on your own
With Lucero Tax & Multiservices LLC
- Your originals are verified in our office and handed back the same day
- We prepare your W-7 and check every detail before it goes out
- Personal guidance in Spanish or English from start to finish
How it works
Four simple steps to your ITIN
The IRS usually responds in about 7 weeks, or 9 to 11 weeks during tax season (January 15 to April 30).
- 01
Book your appointment
Call us and we’ll tell you exactly which documents to bring for you and your family.
- 02
Bring your originals
Visit our Patchogue office with your passport or other ID documents and your tax information.
- 03
We prepare and certify
We complete your Form W-7, verify your documents and hand your originals right back to you.
- 04
The IRS mails your ITIN
We send your application to the IRS, usually with your tax return. Your ITIN letter arrives by mail.
What to bring
A valid passport
The only document that proves both identity and foreign status on its own.
Or two other current IDs
For example a national ID card, foreign driver’s license or civil birth certificate. At least one should have a photo.
Your tax information
Most ITIN applications are filed with a federal tax return, which we can prepare for you.
Applying for dependents? Children usually also need proof of U.S. residency, such as school or medical records. Call us and we’ll confirm exactly what your family needs.
Questions
ITIN questions
Can’t find your answer? Give us a call, we’re happy to help.