Are Acceptance Agents (AA) and Certified Acceptance Agents (CAA) the Same? Some guidance to pick the right acceptance agents for your ITIN/EIN Services.

What is a common role between Acceptance Agent (AA) and Certified Acceptance Agent(CAA)?

An AA and CAA is a person/entity who has a written agreement with the Internal Revenue Service and is authorized to assist individuals and other foreign persons who are ineligible or unable to receive a Social Security Number, in obtaining ITINs from the IRS. 

The AA and CAA facilitate the application process and the issuance of taxpayer-identification numbers to alien individuals and other foreign persons. An AA and CAA performs this duty by reviewing the required documents and forwarding the completed Form W-7 (with required documentation) and a valid U.S. Federal income tax return(if required for 1040NR filers/1040 Spouse of US Citizens), to the address listed in the instructions to the Form W-7, or to obtain EINs by following one of the procedures.

The AA and CAA assist the IRS in processing applications and reducing rejects for missing/incomplete information, by ensuring that the applications are complete, accurate and legible.

Difference between role of Acceptance Agents(AA) and Certified Acceptance Agent (CAA) – Comparison

QuestionAcceptance Agent (AA)Certifying Acceptance Agent (CAA)
Who can Certify primary and dependents   passports?Acceptance agents cannot certify the passports.Certified Acceptance agents can act in capacity as one point contact to authenticate/certify the passport, birth certificate for primary and dependents ITIN application.
What additional forms provided for the service fee?AA only facilitates the process to review Form W7/EIN application and check all supporting information is correctCAA in addition to completion of paperwork, this team prepare Form W7 COA – certificate of accuracy confirming the foreign status and identify of the applicants.
Do I need to get my originals documents (i.e passport) notorised from issuing agency/EmbassyYes, as AA cannot certify the passport.No. If you are taking the service from CAA. You do not have to notorise passport documents.
ITIN Approval Letter to whom this letter is sent by the ITIN IRS office team?AA do not receive the ITIN CP565 approval letter. The IRS sends the approval letter directly to applicant.CAA receives the ITIN approval letter in additional one copy of letter is mailed by IRS to applicant as well. 
Fees – This may vary from firm to firm and based on locations overhead costs.AA service fee is less expense as these agents cannot certify passport and you will directed to get notary done and you will incure additional fees for certification done from the issuing agencies/Foreign embassy.CAA is slightly more expensive as this team is one point of contact from start to finish. CAA will complete all paperwork and ensure the ITIN approval is completed successfully.
If any rejections, this team will follow up with ITIN office and have the issues sorted out.


We are one of the IRS approved Certified Acceptance Agent [CAA] with many years of experience with the ITIN application process, Our team specializes in international expatriate U.S. personal tax return service. If you need assistance with ITIN Renewal/US 1040 filing for refund claim/FATCA Compliance work/FBAR FINCEN114 Filing, ITIN/ Form W7 Application/E.I.N./Form W8BENE or Certified Acceptance Agents [C.A.A.] services/1040NR U.S. tax filing for refund claim of excess 1042S / 8288A/ 8805/ W2/ 1099. We are happy to assist our clients in a timely, efficient, and cost-effective way

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