About CAA Services at The Balance Sheet, Inc.

A Certified Acceptance Agent (CAA) assists individuals in obtaining an Individual Taxpayer Identification Number (ITIN) for filing U.S. income tax returns. This service is particularly useful for Resident and Non-Resident Aliens who need to comply with IRS regulations. At The Balance Sheet, Inc., we streamline the ITIN process, ensuring accuracy and compliance while making the experience as stress-free as possible.

ITIN Application and Certification Services

Obtaining an ITIN can be a challenging process, especially if you’re unfamiliar with IRS requirements. Our Certified Acceptance Agent services include:

  • Preparing Form W-7: We handle the application process for the ITIN, ensuring the form is completed correctly.
  • Document Certification: We forensically certify the required documents, eliminating the need to send original documents to the IRS.
  • Certificate of Accuracy: We prepare and submit a Certificate of Accuracy along with certified copies of your documents directly to the IRS.
  • Tax Return Filing Requirement: ITIN applications must be submitted with a valid tax return, and we ensure all elements are filed together accurately.

Benefits of Working with a CAA

  • Avoid the stress of navigating IRS requirements on your own.
  • Keep your original documents safe by utilizing our certification services.
  • Ensure accuracy and compliance with IRS rules.
  • Gain peace of mind knowing your ITIN application is handled by a trained professional.

At The Balance Sheet, Inc., we specialize in simplifying the ITIN application process and ensuring compliance with U.S. tax regulations. Let us take the complexity out of your hands so you can focus on what matters most.

CAA Services Include:

  • Preparing form W7 and certifying documents

  • Forensically certifying person and documents

  • Complete Certificate of Accuracy and send with copies of documents to IRS

  • Must be filed with a tax return

We look forward to hearing from you. Please contact us for more information.