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individual 1040 • IRS Authorized e-File

ITIN Application & Passport Certification (Form W-7)

IRS Certified Acceptance Agent (CAA) assisted Individual Taxpayer Identification Number application for spouses and dependents.

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Statutory IRS Filing Schedule: Year-Round Filing (Concurrently submitted with Federal Return or for withholding exemption)
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Regulatory Compliance & Advisory

IRS Certified Acceptance Agent (CAA) ITIN Processing (Form W-7)

An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the IRS for individuals who are required to have a US taxpayer identification number but do not have, and are not eligible to obtain, a Social Security Number (SSN). This includes spouses and dependents of H-1B, L-1, and E-2 visa holders, non-resident alien partners, and foreign real estate investors.

As an IRS-authorized Certified Acceptance Agent (CAA), UniFinTax authenticates and certifies original passports and identity documents via secure in-person or biometric video review. This eliminates the necessity of mailing physical passports to the IRS in Austin, Texas, protecting your primary travel identification and expediting approval.

IRS Authorized e-File Provider
100% Dual-Tier CPA Review
Publication 4557 Vault Security
Direct CPA Review

Ready to start your filing?

Complete our simple questionnaire and securely upload your tax forms. Our CPAs will review everything and prepare your return.

Direct Line: +1 (704) 303-9095
Office: Charlotte, NC 28215
Eligibility

Who is this service designed for?

Statutory filing categories and taxpayer profiles tailored for this specialized service.

1 Taxpayer Profile

Spouses of H-1B, L-1, or US resident visa holders (H-4, L-2) without Social Security Numbers.

2 Taxpayer Profile

Dependent children who qualify under IRS rules or US-Canada/Mexico treaty rules.

3 Taxpayer Profile

Foreign partners in US LLCs or partnerships receiving Schedule K-1 distributions.

4 Taxpayer Profile

Non-resident alien real estate investors needing an ITIN for FIRPTA withholding.

Tax Optimization Strategy

Key Statutory Provisions & Tax Deductions We Maximize

Every tax return is optimized under current Internal Revenue Code regulations to secure every legally allowable credit and deduction.

Certified Acceptance Agent

Zero Passport Mailing Risk

Your original physical passport never leaves your hands. Our licensed CAA reviews and issues a formal IRS Certificate of Accuracy (COA) attached to your application.

Joint Standard Deduction

Married Filing Jointly Savings

Applying for a spouse ITIN on Form 1040 unlocks the full Married Filing Jointly standard deduction, reducing taxable household income significantly.

IRC § 152 Guidelines

Dependent ITIN Eligibility Verification

We verify legal qualifying dependent relationships for children and relatives under US-Canada/Mexico treaty rules or statutory medical/childcare credit standards.

Notice CP 565 Management

ITIN Expiration & Transition to SSN

We assist clients with renewing expired ITINs and executing proper tax account merges once an applicant receives an employment authorization SSN.

Process & Workflow

How Our Dedicated CPAs Prepare Your Return

A transparent, step-by-step pathway from secure document gathering to direct IRS acceptance.

01

W-7 Eligibility & Document Intake

Upload color passport scans and determine your qualifying IRS filing exception reason code.

02

CAA Identity & Document Certification

A Certified Acceptance Agent verifies your original documents in-person or via secure biometric video.

03

Joint Return Packet Compilation

We prepare your federal Form 1040/1040-NR, attach certified Form W-7 COA, and prepare submission.

04

IRS Submission & CP 565 Tracking

Direct transmission to the IRS ITIN Operation Center in Austin, TX with real-time status updates.

Preparation Checklist

Documents You Will Need

  • Certified true copy of Foreign Passport via Certified Acceptance Agent (CAA) video or in-person.
  • Foreign Birth Certificate with apostille or English translation (for child dependents).
  • Completed IRS Form W-7 with Box check reason (e.g. Spouse on MFJ return).
  • Draft Federal Form 1040 / 1040-NR joint tax return packet.
Included Scope

What Is Included in This Service

  • IRS Form W-7 Preparation & CAA In-Person / Video Certification
  • Original Passport Verification (No Mailing Original Passports)
  • Joint Tax Return (Form 1040) Attachment Package
  • Direct IRS Certified Acceptance Agent Submission Channel
  • Full Tracking & Expedited Processing Resolution
Taxpayer Protection & Risk Defense

Common Mistakes We Help You Avoid

Tax filing errors can result in delayed refunds, unnecessary interest, or IRS audit notices. Here is how our CPAs protect you:

Risk Point #1

Pitfall #1

Mailing your original physical passport to the IRS in Austin, Texas, risking lost passports and 12+ week travel delays.

CPA Audited & Prevented
Risk Point #2

Pitfall #2

Filing as Married Filing Separately (MFS) and losing the Married Joint standard deduction.

CPA Audited & Prevented
Risk Point #3

Pitfall #3

Rejection of Form W-7 due to incorrect identification reason codes.

CPA Audited & Prevented
Instant Answers

Frequently Asked
Tax Questions

Authoritative guidance on filing ITIN Application & Passport Certification (Form W-7), required documentation, and IRS compliance rules.

Need Specific Tax Advice?

Our licensed CPAs in Charlotte, NC are on standby for personalized consultations.

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Do I have to mail my original passport to the IRS?
No! As an IRS Certified Acceptance Agent (CAA), UniFinTax verifies and certifies your original identity documents in-person or via secure biometric video session, so your physical passport never leaves your hands.
How long does IRS ITIN processing take?
During non-peak season, the IRS typically issues an ITIN assignment notice (CP 565) within 7 to 9 weeks. During peak tax season (Jan–Apr), processing can take 9 to 11 weeks.
How do I know if I need to file Form 1040 or Form 1040-NR?
Your US tax residency status is determined by the IRS Substantial Presence Test (SPT) under IRC § 7701(b). You are classified as a Resident Alien (filing Form 1040) if you were physically present in the US for at least 31 days in 2026 AND 183 weighted days over a 3-year period (all current year days + 1/3 prior year days + 1/6 second prior year days). If you do not meet this threshold, you file Form 1040-NR as a Nonresident Alien. Students on F-1 visas are exempt individuals for their first 5 calendar years and generally file Form 1040-NR regardless of physical presence.
Who is legally required to file FinCEN Form 114 (FBAR)?
Under 31 U.S.C. § 5314, every US person (including US citizens, Green Card holders, and resident aliens on H-1B/L-1 visas meeting the SPT) who has a financial interest in or signature authority over foreign financial accounts must file an FBAR if the aggregate peak balance of all accounts exceeded $10,000 USD at any point during the calendar year. This includes Indian NRE, NRO, FCNR, Demat, mutual funds, EPF, and PPF balances. Nonresident aliens (Form 1040-NR filers) are exempt from FBAR filing.
How does UniFinTax protect my sensitive financial and tax documents?
UniFinTax operates under strict IRS Publication 4557 cybersecurity safeguards. All client documents are stored outside the public web root in an authenticated AES-256-GCM encrypted vault. User sessions feature 15-minute idle timeouts, and every staff action is permanently recorded in a cryptographically signed HMAC-SHA256 audit ledger.
Can UniFinTax file both Federal and Multi-State tax returns?
Yes. Our licensed CPAs and Enrolled Agents prepare returns for all 50 states, including part-year resident returns for clients who relocated between states during the tax year (e.g. moving from California to North Carolina or Texas), ensuring double taxation is prevented through reciprocal tax credits.
Ready to Begin?

Get Your ITIN Application & Passport Certification (Form W-7) Prepared by Licensed CPAs

Upload your tax documents securely to your encrypted vault. Our CPAs will calculate your maximum allowable refund and ensure total IRS compliance.

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Zero upfront payment required to upload Direct e-File with IRS confirmation 100% CPA Audit Defense included