What to ask when you call a tax site

What to ask when you call a tax site

First questions

• Do you prepare returns for people with an ITIN?
• Do you have a Certifying Acceptance Agent who can help with a new ITIN or a renewal?
• Is there an income limit at your site?
• Do you have someone who speaks my language? (Write it here: ________)

About my appointment

• Do I need an appointment, or can I walk in?
• What day and time? (Write it here: ________)
• What address? Is there parking or a bus nearby?
• Can you do my California return too?
• Can you help with self employment or cash income?

What to bring (ask them to confirm)

• ITIN letter, or passport and other ID if I need an ITIN
• ITIN or Social Security numbers and birth dates for my spouse and children
• W-2s, 1099s and my own notes of cash pay
• Last year's return
• Bank account and routing numbers

If they say no

• Do you know another site nearby that can help me?

Do not write your immigration status on this sheet.

From Free Tax Help ITIN. Facts checked October 21, 2026. Free information, not legal or medical advice.