Reciprocal-advisors

Debra R. Napier, MBA, EA, CAA

IRS Enrolled Agent

Foreign buyers and sellers of U.S. real property interests must have a Taxpayer Identification Number (TIN) for withholding purposes and for FIRPTA reporting. If foreign investors are your sweet spot, then it's time to consider a holistic approach to serve them better and set your firm apart today.

Individual Taxpayer Identification Number (ITIN)

Crush the Competition!

Certifying original documents on-site helps nonresidents seamlessly buy or sell U.S. property interests.

EXCLUSIVE OFFER

FOR YOUR FOREIGN OWNER/INVESTOR CLIENTS

Improve your brand by partnering with a CAA authorized by the IRS to assist nonresidents who have a U.S. tax filing requirement but no social security number. These transactions are complex enough. Having a professional CAA on-site to obtain and renew ITIN applications, file required U.S. returns, and certify original documents speeds up the transfer and makes it appear seamless. Your clients are better served and you add value by consolidating the processes and lessening the burden for all.

What can an on-site CAA do?

Reciprocal Advisors

Certified Acceptance Agent (CAA)

Save clients who need an ITIN from having to mail original documents to the IRS.
Authenticate all identification documents on site for primary and secondary taxpayers.*
Avoid costly delays by ensuring that the ITIN application is correct before sending it to the IRS.
Authenticate passports and birth certificates of dependents.
All nations served. Bring own interpreter or small premium for third party.
Process renewal and orginal ITIN applications.
Option to collect fee on HUD-1.**

*COVID-19 protocols per CDC guidelines are required for all on-site appointments. ** Case-by-case

40% credit for your best clients

We'll apply 40% of the ITIN application fee to offset the cost to prepare any of the following tax returns (optional).

1040NR
8288
8288-A
8288-B

13 acceptable documents to prove identity and foreign status*

Passport (stand alone document)**
National identification card (w/photo, name, current address, date of birth, expiration date)
U.S. driver's license
Civil birth certificate (dependents under age 18)
Foreign driver's license
U.S. state identification card
Foreign voter's registration card
U.S. military identification card
Foreign military identification card
Visa
U.S. Citizenship and Immigration Services (USCIS) photo identification
Medical records (dependents under age 6)
School records (dependents under age 14; under age 18 for students)

*Must be current and have an expiration date. If no expiration date normally issued, then document must be issued within 12 months of ITIN application date.

**The IRS no longer accepts passports for DEPENDENTS as stand-alone ID without a date of entry stamp into the U.S., unless from Canada or Mexico, or dependents of U.S. military personnel overseas. The following documents are required to prove U.S. residency for all other dependents with passports without required date of entry stamp:

U.S. medical records (dependents under age 6).
U.S. school records (dependents under age 18).
U.S. school records (students), rental statements, bank statements or utility bills showing applicant's name and U.S. address, if over age 18.

How Do I Book An On-Site CAA?

To maintain the exclusive nature of this offering, on-site appointments are available within a one-hour drive of our central location in Hunter's Creek. I cover Osceola, Orange, and Seminole Counties. Appointments are available all year first-come, first-served. The expectation of the CAA is that an ITIN application will be taken on every scheduled appointment, no exceptions. You are advised to reschedule within 24 hours if circumstances change. The scheduling firm is billed $75 payable upon demand for each no-show. Otherwise, there is $0 out-of-pocket to book up to five (4) 1-hour appointments per week.

Learn More

Dowload a free brochure about this amazing add-on for your nonresident owners and investors at $0 cost to your firm.

"Our title company closes lots of foreign transactions in this part of FL. Having direct access to Debra is my best kept secret. A real pro. Keep up the good work"
-Anita Welch, Sr. Title Administrator

Located in office park off John Young Parkway
across from The Loop in
Hunter's Creek

LOCATION

TAMCO Capital Accounting & Finance
Offices in Hunter's Creek
1101 Miranda Lane, Suite 131
Kissimmee, FL, USA 34741-0769

Call: (407)-403-6705Text: (863)307-5574
8AM - 6 PM Mon - Fri

Debra R. Napier, MBA, EA, CAA

Managing Partner
debra@tamcocapital.solutions www.tamcocapital.solutions

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