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ITIN APPLICATION ASSISTANCE · FOR APPLICANTS ACROSS THE US
Your ITIN application, prepared properly the first time.
ACCA · GDL · MSc · 10+ years · 1,387+ clients
A concierge ITIN service, delivered digitally or in person. We start with a free eligibility review, then prepare your complete application and accompanying US tax return, and prepare you for in-person identity verification (for example at an IRS Taxpayer Assistance Center). In most cases, you don't need to post your original documents.
Without an ITIN you cannot file the US tax return you may be required to file, and your return, refund or credits can be held up.
Secure checkout · Clear fixed pricing · Your dedicated advisor from day one
Full package
$650
your ITIN application plus the accompanying federal tax return
Free eligibility review, then your W-7, tax return, interview prep and follow-up support in one package.
Start with an eligibility review so you know exactly what you need.
ITIN application assistance
Led by Marissa Whaul, ACCA, GDL, MSc
WORK WITH US FROM ANYWHERE
Video meetings
Meet face to face, wherever you are.
Secure document exchange
Tax documents through Intuit Link, a secure, encrypted upload portal. Other documents through private, access-controlled client folders.
E-signatures
Sign engagement letters and returns online.
Virtual onboarding
Get started in days, from any state.
WHAT'S INCLUDED
A complete, carefully prepared application
Eligibility review
We confirm you need an ITIN and which documents apply to your situation. Free, in a 30-minute meeting. Most decisions are made on the call, complex cases within 24 hours.
Form W-7 preparation
Your ITIN application completed accurately and checked before submission.
Accompanying federal tax return, included
The federal tax return your W-7 requires, prepared for you and included in the $650 package.
Document checklist
A clear list of the identity and supporting documents you need to provide.
Interview prep and verification
We prepare your application and packet and prepare you for in-person identity verification (for example at an IRS Taxpayer Assistance Center), so in most cases you don't need to post your original documents.
Submission packet assembly
Your complete packet assembled and checked, delivered digitally or in person.
Follow-up support
We stay with you while your application is processed and answer any IRS follow-up.
GET STARTED
Book your eligibility review
Every ITIN client starts here. Once eligibility is confirmed, the full package is $650.
YOUR DEDICATED ADVISOR
Marissa Whaul, ACCA, GDL, MSc
Chartered Certified Accountant · 10+ years · 1,387+ clients
One point of contact from first call to final filing. Not a call centre. You get her direct attention, plain-language answers and someone who knows your file.
Secure checkout · Clear fixed pricing · Your dedicated advisor from day one
What happens after you book
1 · FREE, 30 MINUTES
Eligibility review
In most cases you get a decision in the meeting. Complex cases within 24 hours.
2 · WITHIN 3 TO 4 BUSINESS DAYS
Application packet ready
Your packet is ready within 3 to 4 business days of receiving everything we need.
3 · THEN
Submission and follow-up
We support your submission and follow up. IRS processing times vary and are longer in peak season.
Dates to keep in mind
• Most ITIN applications are filed with a federal tax return. Individual returns are due April 15 for most filers.
• IRS processing times vary and are longer in peak season, so applying early helps.
• ITINs that have not been used on a return for three consecutive years expire and need renewing.
WHO IT'S FOR
Who we help
International founders
Owning a US LLC or online business without a Social Security number.
Foreign real estate investors
With US rental income or property sales to report.
International professionals and high-net-worth individuals
With US income and a filing requirement.
Spouses and dependants
Who need an ITIN to be included on a US tax return.
Clients renewing an ITIN
Renewals at a reduced rate if we handled your original application.
HOW IT WORKS
Three simple steps
01
Eligibility review
We confirm you need an ITIN and which documents apply.
02
We prepare everything
Your W-7 and accompanying tax return, checked carefully.
03
Verify and submit
We assemble your submission packet and prepare you for in-person identity verification (for example at an IRS Taxpayer Assistance Center).
MEET YOUR ADVISOR
A dedicated, strategic advisor. Not a call centre.
You work directly with Marissa Whaul, a Chartered Certified Accountant (ACCA) with a Graduate Diploma in Law (GDL) and an MSc in Accounting and Finance. She brings more than ten years of tax and accounting experience to every engagement, as a strategic, dedicated advisor to clients across the US.
ACCA · Chartered Certified Accountant
GDL · Graduate Diploma in Law
MSc · Accounting and Finance
10+ years · Tax and accounting experience
1,387+ · Clients served
Frequently asked questions
Why start with an eligibility review?
Not everyone needs an ITIN, and the documents required vary. The review makes sure you only pay for what you need.
What does the $650 package include?
Your ITIN application (Form W-7), the accompanying US tax return, interview prep, submission packet assembly and follow-up support, delivered digitally or in person.
How long does the IRS take?
Processing times are set by the IRS and vary through the year, with longer waits in peak season. We tell you what to expect when you apply.
Do I need to send my original passport?
In most cases, no. We prepare your application and packet and prepare you for in-person identity verification (for example at an IRS Taxpayer Assistance Center), so in most cases you don't need to post your original documents.
Can you guarantee approval?
No one can guarantee IRS approval. We make sure your application is complete and accurate before it is submitted.
Start your ITIN application with confidence
Book your eligibility review. Then let us prepare the full $650 package for you.