What Is a CAA Agent and Why Does It Matter?
A Certifying Acceptance Agent (CAA) is a person authorized by the IRS to verify identity documents in person. This means you bring your passport to our office, we review it, certify its authenticity, and submit the application to the IRS — without your original document ever leaving your hands. Carolina Brokers is an IRS-certified CAA Agent in Greenville, SC.
What Documents Do You Need to Apply for an ITIN?
The primary document is a valid passport, which serves as proof of identity and foreign status simultaneously. If you don't have a passport, you can combine other documents: visa + birth certificate, foreign ID + school records (for minors), among others. As a CAA Agent, we can guide you to choose the right combination for your situation without complications.
How Long Does It Take to Receive the ITIN?
The IRS issues the ITIN within 7 to 11 weeks once a complete application is received. During tax season (January through April), it can take up to 14 weeks. That's why it's important to start the process early. Once you receive your ITIN, you can use it to file taxes, open bank accounts, and access certain tax credits.
Can an ITIN Be Used for Anything Else Besides Taxes?
Yes. With an ITIN you can open bank accounts at many U.S. banks, apply for mortgage loans, and in some states obtain a driver's license. It also allows you to claim certain tax credits like the Child Tax Credit. However, an ITIN does not authorize work or entitle you to Social Security benefits.