Married-Filing-Joint Requires Spouse Have SSN or ITIN
International marriages between an American and foreign spouse are unique and interesting relationships. In the beginning, they can also be challenging if immigration and taxes are part of the process. Newlyweds can avoid the stress of applying for an ITIN and filing a joint tax return by understanding their options, learning about the process, and relying on guidance of an IRS approved Certified Acceptance Agent.
Authenticate Passport
The most common method for authenticating an ITIN applicants’ foreign status and identity is with a valid passport. The original passport, not a copy, needs to be inspected either in-person or during a video conference before Form W-7 (COA) can be signed by the reviewer.
The budget-friendly option is to work directly with the IRS. You can schedule an appointment by contacting a Taxpayer Assistance Center with ITIN services or mail your passport along with your ITIN Application Package. These services are offered at no cost, but appointments are hard to find, and you can expect to wait several weeks. As for mailing such important documents, it’s downright terrifying for most.
The fee-based option is to engage the services of a Certified Acceptance Agent (CAA).
The preferred option is to engage an experienced tax professional, that’s also a CAA, who has the capability to provide these services remotely. This is what we do and our combined services fulfill all, not just part, of your federal tax reporting needs. Choose to meet in-person or virtually at our office in Huntington Beach, California, where passports are kept safe and promptly returned via FedEx.
Our Process
Our ITIN application service helps non-U.S. residents obtain an Individual Taxpayer Identification Number (ITIN) without the hassle of dealing with the IRS directly. As a Certified Acceptance Agent (CAA) in Huntington Beach, we handle the entire process, from verifying documents to submitting the application, so you don’t have to visit the IRS office.
We also prepare your federal tax return as part of the application, making sure your submission meets IRS requirements. Whether you’re applying for the first time or renewing, we take care of everything from start to finish.
