ITIN Process

Once the video conference is complete, we will courier your passport back to you.

During video conference, we will ask you several questions, verify your identity, and certify your passport.

If we are certifying your passport via a video conference, we must have your passport in our possession during the video conference. As such, you will need to courier your original passport to U.S. TAX IQ on or prior to…

The IRS will issue an ITIN. In most cases, we will receive a copy. In addition, we may be able to follow-up with the IRS and check on the status of the ITIN application processing.

We will then file the submission, along with the ITIN application, with the IRS. Note that our office will be filing the package. We will provide you with proof of filing, if requested.

During the meeting, we will verify your identity and certify your passport. You will sign the applicable documents, and we will either take copies of the requested documents or collect supporting documents accordingly.

You will need to bring your original passport (not expired) to the meeting. Depending on your situation and whether we are preparing your U.S. tax return and other submissions, you may need to bring an originally signed tax return to…

Once you have scheduled the ITIN service and made the payment, you will receive a link to complete an online ITIN Questionnaire. Please fill out the ITIN Questionnaire at least one day prior to the scheduled meeting. We will be…

After you have decided to work with us, you will need to schedule the ITIN service (in person or via video conference (certain requirements apply)) and make the payment at the time of scheduling. If your matter is urgent, but…

We recommend that you do a preliminary research on whether you are eligible to apply for ITIN (common ineligibility factors include the eligibility to apply for U.S. Social Security Number (SSN) or, for example, no U.S. tax filing requirement)). The…