Sandra is an IRS-authorized Certifying Acceptance Agent (CAA): she certifies your identity documents herself, so your original passport is not mailed to the IRS. We help eligible individuals apply for or renew ITINs to stay compliant and file taxes correctly.
What's Included
ITIN application (Form W-7)
For non-U.S. citizens without a Social Security Number
Required to file taxes, open bank accounts, and more
Identity documents certified in-house by an IRS-authorized CAA — no original passport mailed
Help getting a U.S. business bank account open — the entity documents, the EIN, an ITIN where one is needed, and choosing a bank that works with owners who live outside the United States.
What's Included
Entity documents and EIN organised for the application
ITIN application handled where the owner needs one
Choosing a bank that accepts applicants living outside the U.S.
Preparing what the bank asks for before you apply
Bilingual support throughout (EN/ES)
Each bank sets its own approval rules: we prepare the application, the bank makes the decision
A complete startup package for new business owners who want to launch with the right tax, compliance, banking, and bookkeeping foundation from day one.
What's Included
Everything included in Business Formation
Everything included in Business Bank Account Setup
Proactive tax guidance for business owners, self-employed professionals, and high-income individuals who want to reduce tax surprises, stay organized, and make smarter financial decisions before tax season.
What's Included
Tax position review
Business structure review
Deduction and expense strategy
Estimated tax payment guidance
Personalized tax action plan
FIRPTA withholding questions for foreign sellers of U.S. property