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EIN and ITIN applications — the numbers everything else depends on

No US tax return, W-8 or bank account gets very far without the right identifying number. We handle the application, the documentation, and the follow-up when the IRS asks for more.

Identifying numbersWhich one, and why
EINfor the entity
ITINfor the individual
Filed viaForm SS-4 / W-7
Foreign-applicant routefax/mail, not online

A foreign owner with no US Social Security Number generally cannot apply for an EIN through the instant online tool.

Where this bites

Everything else waits on this number being right

Form 5472, W-8 forms and bank onboarding are often stuck behind a missing or incorrectly applied-for EIN or ITIN.

No SSN changes the whole processForeign owners are routed to the fax/mail application, not the instant online one
An ITIN needs certified identity documentsNotarized copies are usually rejected; original or certified-copy documentation is required
The number has to exist before other filings can moveForm 5472, W-8 forms and bank onboarding are often stuck waiting on this step
ITINs expireAn ITIN not used on a return for three consecutive years can lapse and need renewal
What’s included

The right application, the right documentation, filed once

EIN application

Form SS-4 prepared and filed for the entity, using the correct responsible-party route for foreign owners.

ITIN application

Form W-7 prepared with the identity documentation the IRS will accept.

Documentation review

Identity and entity documents reviewed against IRS requirements before submission.

Follow-up on IRS notices

Handled if the IRS requests additional information after filing.

How it works

Five steps, one fixed fee

01
Confirm which number you need, and for whom
02
Gather the identity/entity documentation required
03
Prepare and file Form SS-4 or Form W-7
04
Respond to any IRS follow-up requests
05
Confirm the number and next steps
Fees

You will know the number before we start

Fees are scoped from whether this is an EIN, an ITIN, or both, and fixed before we start work.

How our pricing works →
LicensedCPA · Montana
FocusInbound to the US
DeliveryRemote, by design
FeesFixed, quoted up front
BillingNever hourly
Next step

Tell us which number you need.

A short set of questions about the entity, the individual, and what the number is for. We come back with a scope and a fixed price.

Start scoping →