First-time applications & renewals
ITIN assistance.
Start with clarity.
Get personal help understanding your next step. Nancy’s helps you organize your Form W-7 application and the documents your situation requires.
How Nancy’s helps
Support from preparation to next steps.
01 / Apply
First-time applications
Get assistance preparing Form W-7 and identifying the supporting documents needed for your application.
02 / Renew
ITIN renewals
Have an expired ITIN? We help you understand renewal requirements before using it on a federal tax return.
03 / Prepare
Document preparation
Understand the paperwork required to establish your identity, foreign status and federal tax purpose.
Plan your appointment
What to have ready.
Contact our team before submitting documents. We’ll discuss your situation and explain how to prepare for your appointment.
Additional documentation may be required for dependents or an IRS exception.
- Your identification documents and current contact information
- IRS-accepted proof of identity and foreign status — generally originals or copies certified by the issuing agency
- Your federal tax return, unless you qualify for an IRS exception
- Your existing ITIN and related IRS notices, if applicable
Common questions
Know the purpose. Understand the process.
Can I apply if I qualify for a Social Security number?
No. An ITIN is for individuals who are not eligible for an SSN and have a federal tax purpose.
When does an ITIN need renewal?
An ITIN expires after three consecutive tax years without use on a federal tax return. Renew an expired ITIN when it will be included on a federal return.
Does an ITIN provide immigration status or permission to work?
No. An ITIN does not provide or change immigration status, authorize employment, or qualify you for Social Security benefits.
Official IRS resources: About ITINs ↗ · Form W-7 instructions ↗ · ITIN renewals ↗
Let’s review your next step.
Arrange an appointment and ask how to provide your documents securely.
Please do not send SSNs, ITINs, passport images or tax documents through ordinary email or text.