USIP ACCOUNTING / Other Services
ITIN applications (IRS CAA)
USIP is an IRS Certifying Acceptance Agent: W-7 preparation and passport verification without mailing your original passport to the IRS.
01 / WHO IT IS FOR
Who this is for
People not eligible for an SSN who need an ITIN for a U.S. return, a spouse or dependent, a company, real-estate investment, FIRPTA or other tax purposes.
02 / WHAT’S INCLUDED
What’s included
- Form W-7 preparation and confirming the reason for applying.
- CAA passport verification — no need to mail your original passport to the IRS.
- Organizing supporting documents.
- U.S. individual return preparation (if required).
- Exception 4 applications for FIRPTA situations (no need to wait for the annual return).
- Submission to the IRS and basic follow-up.
03 / PROCESS
How it works
- 01
Confirm the purpose
Tax return, dependents, company, property or FIRPTA.
- 02
Prepare documents
Passport scan and basic information.
- 03
CAA verification
We verify the passport and prepare the W-7.
- 04
Submit to the IRS
Submit with a return if required.
- 05
Follow up
Track status; the IRS mails the ITIN after approval.
04 / DOCUMENT CHECKLIST
What to prepare
- High-resolution color PDF scan of the passport photo page (no casual phone photos; glare or cropping can cause rejection)
- Name in Chinese and English, date of birth, nationality
- Home and U.S. addresses, phone and email
- Purpose of the application
- If filing a return: W-2, 1099, 1042-S, investment and rental income and expenses
Prepare only what applies to you. Share SSNs, IDs and bank details through the agreed secure method, not in a first email.
05 / TIMELINE
Typical timelines
- IRS processing: about 7 weeks
- Tax season or from abroad: 9–11 weeks
FAQ
Frequently asked questions
How long does an ITIN take?
About 7 weeks; 9–11 weeks during tax season or for applications from abroad, depending on the IRS.
Do I mail my passport to the IRS?
No. As a CAA, USIP verifies it so the original stays with you.
Scope notes
The IRS decides approval; it is not guaranteed.
Website content is general educational information, not tax, legal or investment advice for your situation.
LET’S TALK / USIP ACCOUNTING
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City of Industry, CA 91748
Please do not attach sensitive personal or financial information to an initial email.
General educational information only; not tax, legal or investment advice. Service scope and engagement arrangements are confirmed directly with the firm. Information on this website does not replace advice tailored to your circumstances.