For clients with a current or previously issued ITIN who need Form W-7 renewal preparation, package assembly, and simple federal return support when required.
Book renewalITIN and W-7 filing packages
ITIN filing packages with W-7 preparation and simple return support.
FINVERA helps clients prepare ITIN applications, renewals, W-7 packages, passport-sensitive document questions, and simple federal returns when required for the ITIN filing. Complex tax situations are quoted before work begins.
ITIN filing package$499Standard W-7 preparationIncludes a simple federal return when required. Renewal service is $399. Priority FINVERA preparation is $699.
Book packageW-7Application or renewal path
ReturnSimple federal return when required
CAACertified Acceptance Agent support
ITIN package pricing
Fixed ITIN prices, with priority preparation available.
ITIN work can depend on the W-7 reason, identity documents, applicant type, and IRS rules. These packages include W-7 preparation and a simple federal return when required for the ITIN filing.
For first-time ITIN applications with Form W-7 preparation, document review, package assembly, and a simple federal return when required.
Book StandardFor deadline-sensitive W-7 files that need priority internal preparation, document review, package assembly, and simple return support when required.
Book PriorityPrices include FINVERA ITIN/W-7 preparation and a simple federal return when required for the ITIN filing. Schedule C, rentals, FIRPTA, business ownership, prior years, state filings, extra forms, bookkeeping, notices, or unusual facts are added only after review. Priority does not expedite IRS processing. FINVERA does not guarantee IRS approval, ITIN issuance, passport/document treatment, IRS timing, refund timing, or filing outcome.
Certified Acceptance Agent support
Rachel Valcarcel
Certified Acceptance Agent
Rachel supports ITIN and W-7 documentation review for clients who need a structured path through identity documentation, tax-return coordination, and foreign investor onboarding.
For real estate buyers, owners, and investors, the ITIN question often connects to closing documents, rental income, withholding, FIRPTA, entity setup, or a nonresident return. FINVERA receives the lead first in SuiteDash, then books through the Workspace calendar with Google Meet when a video call is needed.
W-7 document reviewForeign owner onboardingReal estate investor tax files
Simple process
Start with the facts, records, and deadline.
International and foreign-owner questions require careful fact separation before a filing position is discussed.
This question can touch filing status, entity structure, prior returns, bookkeeping quality, notices, payroll, owner pay, estimated payments, deadlines, or missing records. FINVERA organizes those facts before work starts.
Most work can start online with secure upload and clear next steps. The Englewood office is available by appointment when sitting down together makes sense.
First pass
What we need to help quickly.
Facts: tax year, deadline, entity type, filing history, income type, and the actual question.
Records: prior returns, forms, books, notices, payroll, bank data, and entity documents.
Next step: tax prep, business tax, formation, cleanup, notice help, advisory review, or a better-fit referral.
Start onlineHow we help
Clear next steps for the work clients actually need.
Most questions connect to one of FINVERA's core services: individual tax, business tax, business formation, or cleanup.
Individual tax
W-2, 1099, Schedule C, rental, dependent, credit, amended return, and notice issues.
Start onlineBusiness tax
S-corp, partnership, C-corp, nonprofit, estimated payments, owner pay, and entity readiness.
Start onlineBookkeeping cleanup
QuickBooks cleanup, reconciliations, payroll reports, loans, deposits, and missing records.
Start onlineFormation
LLC, EIN, S-corp review, first-year records, operating tasks, and owner setup.
Start onlineProcess
How the work moves without chaos.
Clear questions first, clean records second, review before final action.
Start
Tell us the issue, year, deadline, and outcome you are trying to reach.
Upload
Upload documents and missing items through a secure start.
Review
We place the work in the right tax, business, bookkeeping, notice, or formation review.
Approve
You approve the price and next action before final work moves forward.
Questions
Common questions.
These are process answers. Client-specific tax treatment depends on records, deadlines, and review.
Can FINVERA handle this remotely?
Yes. Most work can run through secure upload, calls, email, and video, with Englewood appointments when in-person support adds value.
What should I upload first?
Prior returns, notices, income forms, bookkeeping files, payroll reports, entity documents, bank records, and any documents tied to the question.
Will this become a paid fit review?
It can. If the facts are unclear, high-risk, or strategic, the file can recommend a paid fit review before production starts.
Does FINVERA make guarantees?
No. FINVERA avoids guarantees and works from records, deadlines, and facts before giving client-specific next steps.
Start online with FINVERA.
Tell us what you need, upload the right records, and get a clear next step for tax prep, business tax, formation, cleanup, notice help, or advisory review.