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个人与家庭Individuals & families

ITIN 申请及更新ITIN Applications & Renewals

ITIN 是给没有资格拿 SSN、但需要在美国报税的人用的报税号码。张帆是 IRS 授权的 ITIN 认证代理人(CAA),可以当面核验你的证件,多数情况下护照原件不用寄给 IRS。An ITIN is a tax ID for people who must file U.S. taxes but can't get a Social Security number. Fan Zhang is an IRS-authorized Certifying Acceptance Agent (CAA), so she can verify your documents in person and, in most cases, your original passport never goes to the IRS.

适合谁Who it's for

这些情况,可以找我们Is this you?

外籍配偶Foreign spouses和美国公民或绿卡结婚,需要联合报税Married to a U.S. citizen or green card holder and filing jointly
符合条件的家属Qualifying dependents可以让你享受税务优惠的子女或亲属Children or relatives who give you a tax benefit
在美国有收入的非居民Nonresidents with U.S. income比如在美国有出租房,见个人报税For example, U.S. rental property. See personal tax returns
ITIN 已过期的人Expired ITIN holders报税前需要先更新Must renew before filing
服务内容What we do

我们为你处理What's included

判断是否需要、怎么申请Eligibility and strategy

先确认你是否真的需要 ITIN、适用哪种申请理由,避免被 IRS 退回。We confirm you actually need an ITIN and which reason for applying applies, so the application isn't rejected.

准备申请表Prepare the application

填写 ITIN 申请表并整理需要的支持文件。We complete the ITIN application and assemble the supporting documents.

证件当面核验In-person document verification

作为 CAA,可以核验申请人和配偶的证件,以及家属的护照和出生证明,核验后原件当场还给你。As a CAA, Fan can verify identity documents for you and your spouse, and passports and birth certificates for dependents, and hand the originals straight back.

随税表一起递交File with your tax return

大多数 ITIN 申请要附在联邦报税表上一起寄出,我们一并准备。Most ITIN applications must be attached to a federal tax return, which we prepare at the same time.

ITIN 更新ITIN renewals

连续三年没有用在报税表上的 ITIN 会过期。过期的需要先更新,否则退税会被延误。An ITIN not used on a federal return for three consecutive years expires. Renew first, or refunds can be delayed.

准备资料What to gather

需要准备的资料Documents to have ready

不用一次备齐,预约后我们会按你的情况给一份清单。You don't need everything up front. After we talk, we'll send a checklist for your situation.

  • 有效护照原件(最常用,一本就能同时证明身份和外国身份)
  • 家属的护照,未满 18 岁的可能还需要出生证明
  • 要一起递交的联邦报税表(我们准备)
  • 原来的 ITIN 号码(更新时)
  • 有时需要其他证明,比如家属的美国居住证明,我们会根据情况告诉你
  • Valid original passport (the most common document; it proves both identity and foreign status)
  • Passports for dependents; birth certificates may be needed for those under 18
  • The federal tax return to attach (we prepare it)
  • Your existing ITIN (for renewals)
  • Sometimes other proof is needed, such as a dependent's U.S. residency. We'll tell you what applies
资料请加密上传Please send documents securely

请不要通过邮件、微信或网站表单发送社会安全号、护照或税表。预约后我们会提供加密上传方式。Please don't send Social Security numbers, passports or tax forms by email, WeChat or the website form. We'll share a secure upload link after we talk.

常见问题FAQ

客户常问的问题Common questions

ITIN 多久能下来?How long does an ITIN take?

IRS 一般约 7 周通知结果;报税季(1 月到 4 月)或者从海外申请,可能要 9 到 11 周。The IRS usually responds in about 7 weeks. During tax season (January to April) or for applications from abroad, it can take 9 to 11 weeks.

护照一定要寄给 IRS 吗?Do I have to mail my passport to the IRS?

通过 CAA 申请,多数情况下不用。我们当面核验原件后当场还给你,只把核验过的复印件寄给 IRS。Not in most cases when you apply through a CAA. We verify the original in person, return it immediately and send the IRS a certified copy.

我人不在达拉斯地区,可以办吗?I'm not in the Dallas area. Can you help?

核验证件需要本人带原件见面。人不在本地的,请先联系我们,看看你的情况有什么办法。Verifying documents requires meeting in person with the originals. If you're not local, contact us first and we'll look at the options for your situation.

ITIN 可以用来工作吗?Can I use an ITIN to work?

不能。ITIN 只用于报税,不代表有工作许可,也不改变身份。No. An ITIN is for tax filing only. It doesn't authorize work or change your status.

联系预约Contact

说说你的情况Tell us about your situation

由张帆 Fan Zhang, EA, CAA 亲自跟进。服务 McKinney、Allen、Plano、Frisco、达拉斯,全美客户远程服务。欢迎来电或微信咨询,面谈需预约。Handled personally by Fan Zhang, EA, CAA. Serving McKinney, Allen, Plano, Frisco and Dallas, and clients nationwide remotely. Call or WeChat anytime. In-person meetings by appointment.

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微信咨询WeChat扫码添加 FanTAX Service,用于咨询和预约。Scan to add FanTAX Service for questions and appointments.
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