IRS Certified Acceptance Agent (CAA) Services

As an IRS-authorized Certified Acceptance Agent (CAA), Zhanna Kelley, CPA PC assists individuals who need an Individual Taxpayer Identification Number (ITIN) to meet their U.S. tax filing and reporting obligations. We guide clients through the ITIN application and renewal process, prepare Form W-7, review the required supporting documentation, and coordinate the application with the appropriate federal income tax return when required.

One of the principal advantages of working with a CAA is that we can authenticate qualifying identification documents for most applicants, including passports, so that original documents generally do not have to be mailed to the IRS. This can be particularly valuable for international clients, nonresident taxpayers, foreign investors, spouses and dependents of U.S. taxpayers, and others who need an ITIN but do not qualify for a Social Security number.

Our ITIN services can be coordinated with our broader U.S. tax compliance and international tax services, allowing us to address both the identification-number application and the underlying tax filing in one engagement. We assist with new ITIN applications, ITIN renewals, W-7 documentation requirements, tax-return preparation, and correspondence or follow-up related to the ITIN application process, providing clients with a streamlined approach to meeting their U.S. tax obligations.