Who We Help
Confusing U.S. tax rules?
Stay compliant with a trusted pro.
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Non-U.S. citizens who need an ITIN to file U.S. taxes, claim treaty benefits, or open a U.S. business
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U.S. expats and citizens living abroad with non-resident alien spouses or children
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Founders/investors and foreign entities that need an EIN
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U.S. expats and nonresident aliens who need U.S. tax filing support (1040-NR, treaty positions, real estate sales, inheritance, withholding questions)
Why Work with a Certified Acceptance Agent (CAA)
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Identity & status verified without mailing your passport to the IRS
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Application accuracy that avoids common rejection errors
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Direct coordination with the IRS ITIN unit to monitor progress and resolve issues
Our Services
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ITIN (Form W-7) preparation & CAA certification
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EIN acquisition for non-U.S. entities and startups
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U.S. tax returns & forms for nonresidents/expats (1040, 1040-NR, treaty disclosures)
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Adviser/firm bundles (law, investment, property managers) when multiple client ITINs are needed
Documents Required
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Valid passport (or accepted alternative ID)
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Supporting reason for ITIN (filing a tax return, treaty article, etc.)
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Additional documents (W-2/1099/1042-S/K-1 as applicable)
3-Step Process
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Submit a detailed questionnaire
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Gather & send your documents to Hayden
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Hayden files your W-7 / tax return & tracks status with the IRS.
Once we verify your ITIN reason, the process is easy:
Timing & Expectations
ITIN processing is controlled by the IRS. We prepare, certify, and submit quickly; the IRS timeline varies by season and workload. Processing usually takes several months.
Hayden McCoy, CFE, EA, CTC, CFP®
Enrolled Agent and Certified Acceptance Agent
After 15 years living overseas, I understand the documentation hurdles and timing issues both non-citizens and expats face. I streamline your ITIN application and align your U.S. return with foreign income, tax treaties, credits, and required disclosures to keep you fully compliant and give you peace of mind.
