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Valua Partners helps Canadians obtain a U.S. Individual Taxpayer Identification Number (“ITIN”) or renew their ITIN, by completing your ITIN application in 5 Business Days or less. As an IRS Certified Acceptance Agent (“CAA”), we verify your ID documents, so you keep your original passport, avoiding mail risk and unnecessary delays.
Valua Partners helps Canadians obtain a U.S. Individual Taxpayer Identification Number (“ITIN”) or renew their ITIN, by completing your ITIN application in 5 Business Days or less. As an IRS Certified Acceptance Agent (“CAA”), we verify your ID documents, so you keep your original passport, avoiding mail risk and unnecessary delays.
At Valua Partners, we are committed to transparency and fair pricing with no hidden fees. Choose a package below to start your ITIN application.
Generally, individual U.S. taxpayers use an SSN as their tax identification number for all U.S. tax matters. However, the SSN is generally only available to U.S. citizens, green card holders, and people authorized to work in the U.S. Non-U.S. citizens need to get an ITIN to open a U.S. Bank Account, other payment accounts such as PayPal without an SSN, and more.
ITINs are generally required for U.S. federal tax reporting purposes.
An ITIN allows you to file your taxes and claim dependents you support in the U.S., Mexico or Canada.
An ITIN gets issued regardless of your immigration or visa status in the U.S. In fact, someone who has never entered the United States may well have an ITIN or require one.
An ITIN allows you to get a refund from your income withheld by the IRS, if you qualify.
An ITIN may even allow you to apply for a loan.
Under the Protecting Americans From Tax Hikes (“PATH”) Act enacted in December 2015, taxpayers who have not used their ITINs on a tax return in the last three years or those with certain middle digits in the ITIN number (78 or 79) must renew their ITIN before filing a 2016 U.S. federal tax return. The renewal period began on October 1, 2016.
Applying for an ITIN on your own can be a frustrating and time-consuming process. And if your application is rejected after waiting months for a reply, which isn’t uncommon, you’ll have to start from scratch and re-apply.
That doesn’t sound fun, does it?
ITIN applications are made by filing the Form W-7, Application for IRS ITIN, with the IRS. When you work with Valua Partners (an IRS-authorized Certifying Acceptance Agent), we help reduce delays and rejections by:
We also answer any questions you might have, address any complications, and guide you through the entire ITIN application process.
Obtaining or renewing an ITIN is straightforward when handled correctly.
Select your turnaround time, pay online, and receive your secure intake checklist immediately.
We complete identity/document verification as your IRS Certified Agent, so you don’t need to mail original passports to the IRS.
We prepare the Form W-7, review the foreign status documents, and ensure all supporting materials meet IRS standards.
We submit the ITIN application with the IRS directly and manage follow-ups so you’re not stuck guessing where things stand.
We are one of the only IRS Certifying Acceptance Agents (“CAA”) in Canada, trained and authorized by the IRS to assist non-U.S. citizens who don’t have a Social Security Number (“SSN”) to get their ITIN. Years ago, the IRS would accept returns without ITIN, but not anymore – anything submitted without an SSN or ITIN will generally get rejected by the IRS processing center. While the task sounds straightforward, the ITIN process can get complex and time-consuming.
Get clear answers before you start. We’ll confirm eligibility, explain required documents, and outline what to expect – especially how our Certified Acceptance Agent (CAA) process helps most clients avoid mailing their original passport.
Applying for an ITIN can be complex, especially for Canadians navigating U.S. tax regulations. That’s where a Canadian CAA comes in! A CAA is a tax professional authorized by the IRS to assist individuals who don’t qualify for an SSN in obtaining ITIN. These numbers are essential for filing U.S. tax returns and meeting other IRS reporting requirements.
If you work with Valua as your Certified Acceptance Agent, you keep your original passport. We complete the required verification and submit the application with the appropriate documentation.
Under new IRS rules, applications are required to send original identification to the IRS and wait for it to be returned, this can add significant delay and risk.
With the new changes implemented, a Certified Copy of a Canadian Passport is no longer accepted as valid, the original Passport must be mailed to the IRS unless a Certified Acceptance Agent is used.
The most common causes are incomplete W-7 packages, documentation that doesn’t meet IRS standards, missing attachments, or mismatched filing reasons. Our process is designed to prevent those avoidable issues.
No. Your package turnaround is how fast we prepare your submission. IRS processing time varies by season and circumstances, but avoiding document mailing and submitting a clean package helps reduce preventable delays.
In many cases, yes. Requirements vary by institution.
ITINs may expire if not used on a U.S. tax return for multiple years or if affected by IRS renewal rules.
Yes. We regularly assist clients with reapplications and corrections.
No. ITINs are issued solely for tax reporting purposes.
If you require an ITIN to meet U.S. tax obligations, start with a consultation and let our team handle the process properly from the start.
This is a simplified template that allows you to create your own PE distribution waterfall for returning capital to the LPs, GPs, etc with different fund structures. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
This template is a simplified 3-statement model with a DCF and Weighted Average Cost of Capital (WACC) to demonstrate how the Enterprise Value and Equity Value of a company is determined. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.
Build a private equity LBO model using flexible financing/debt inputs and supporting schedules. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate. The template also includes all three financial statements, a discounted cash flow (DCF) analysis, and a sensitivity analysis.
A guide to building finance-grade models with clean inputs, defensible assumptions, and stakeholder-ready outputs, including how the three statements connect and how to structure models that hold up in diligence.
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Use this checklist to gather documents before we prepare your T3 Trust Income Tax and Information Return. If you’re unsure about an item, include what you have, we’ll confirm what’s required.
