Terms of Service

These Terms are a binding agreement between you and CERTA ITIN LLC ("Certa," "we," "us," or "our"). They apply to certaitin.com, the Certa application, and related services. By creating an account, accepting these Terms, or purchasing a service, you also acknowledge our Privacy & Financial Information Notice and agree to the Refund & Cancellation Policy presented at checkout. If you enroll in the Certa Referral Program, the separate Referral Program Terms also apply.

You must be at least 18 and able to enter a contract. An adult may submit information for a spouse, child, or dependent only when legally authorized to do so and is responsible for obtaining any required signatures or consents.

Certa may provide one or more of the following, as shown in your order:

• eligibility screening and preparation of IRS Form W-7;
• preparation of a U.S. federal tax return when included in your selected service;
• physical inspection and authentication of qualifying identity documents by an IRS-authorized Certifying Acceptance Agent (CAA);
• preparation of the Certificate of Accuracy and assembly of the filing package;
• tracked return of original documents and tracked mailing of the filing package; and
• case updates and assistance responding to routine IRS requests connected to the filing.

Toa Tax Professional is the tax-return preparer and IRS-authorized CAA for the professional work in your case. CERTA ITIN LLC provides the technology, administration, payment, document-custody, and support services used to deliver that work. Your order, these Terms, and the completed forms and authorizations in your case together form the engagement record.

Automated checks only identify common omissions or inconsistencies. They do not make the final eligibility, tax, authentication, or filing decision; a qualified professional reviews the case.

Certa and Toa Tax Professional are private service providers. They are not the IRS and are not endorsed by or part of the IRS. CAA authorization permits specified document-review and acceptance-agent functions; it does not make Certa or the CAA a government agency.

The IRS alone decides whether to issue an ITIN and controls processing time. We guarantee the professional services described in your order, not approval, a particular tax result, or completion by a particular date. An ITIN does not provide immigration status, work authorization, or an immigration benefit. Certa is not a law firm and does not provide legal or immigration advice.

• Provide complete, accurate, current, and lawful information and promptly correct errors.
• Review all forms and returns before signing and tell us about anything that appears wrong.
• Provide genuine qualifying documents and all requested signatures and authorizations.
• Respond promptly to case requests and keep your contact and return-shipping information current.
• Protect your account credentials and notify us immediately about suspected unauthorized access.
• Pay any tax liability shown on your return. Certa does not pay your tax debt.

The tax professional may ask reasonable follow-up questions or request records when information appears incomplete, inconsistent, or incorrect. Work may pause until those questions are resolved. False, incomplete, altered, or fraudulent information may cause rejection, account closure, reporting where legally required, and other consequences. You remain legally responsible for the information in documents you sign.

Before signing or dispatch, we will make the completed return and filing documents available for your review. You must report corrections promptly. You may download a copy of the completed documents for your records.

A CAA must physically possess and inspect the required original document or an acceptable issuing-agency-certified copy. A preliminary upload does not replace this inspection. Use the document-delivery method offered in your case. Interview booking remains locked until the required document is received, checked for condition, and marked ready.

• You normally pay and arrange tracked inbound delivery unless Certa expressly provides a label.
• Use the address and carrier instructions shown in your dashboard and retain your receipt.
• Certa records receipt, condition, storage location, authentication, and return tracking.
• After successful authentication, Certa ordinarily dispatches the original back within one business day, subject to weekends, carrier availability, incidents, or a lawful hold.
• Original identity documents are not ordinarily enclosed in the package mailed to the IRS.

Carrier dates are estimates. Report loss, damage, mismatch, or delay promptly through your dashboard or support. We will investigate and use reasonable care, but we cannot control a carrier. Non-waivable rights and carrier remedies are unaffected.

Provide required documents using the instructions in your dashboard within three business days after payment unless your dashboard states otherwise. Delay in providing documents, information, signatures, tax funding, or attending an interview delays preparation and filing. You may reschedule before an appointment starts. After two missed appointments without reasonable notice, we may pause the case and require support to reopen scheduling.

We may close an inactive case after at least 30 days without a required response, following reasonable notice. Closing a case does not erase records we must retain and does not change the refund rules for work already completed.

Current standard prices are displayed before checkout and may include the $499 complete service, the $249 ITIN-only service, and $299 for each additional family member in an eligible complete-service household. The checkout price controls if promotional or case-specific pricing differs.

Stripe processes card payments through hosted Checkout; Certa does not receive your full card number. If a Certa-prepared return shows tax due, you fund the exact tax amount. When stated in your order, Certa covers the payment-voucher preparation, money-order purchase fee, standard postage, and handling, but not the underlying tax debt. Refund eligibility is governed by the Refund & Cancellation Policy.

By accepting these Terms online, you consent to receive agreements, disclosures, notices, status updates, completed forms, and other records electronically through your account and email. You confirm that you can access the internet and a current browser, open PDF files, and save or print electronic records. Paper copies are available on request without a Certa fee, although delivery charges may apply if you request physical delivery.

You may update your email address in your account or through support and may withdraw consent to electronic records by contacting support. Withdrawal applies prospectively and may require us to pause online service or use paper delivery. Electronic acknowledgements and signatures may be used where legally permitted. Some IRS or CAA documents may still require a wet signature or another approved method.

This electronic-record consent does not replace any separate taxpayer consent required for a particular use or disclosure of tax-return information.

Do not submit information without authority, upload malware, interfere with security, access another person's case, scrape or reverse-engineer the Service unlawfully, or use the Service for fraud. We may suspend access, preserve evidence, and report conduct when required by law or reasonably necessary to protect applicants, Certa, Toa Tax Professional, or the public.

Certa owns the Service, software, branding, and original content. We grant you a limited, personal, revocable right to use the Service for your case. You retain rights in information you provide. Certa, Toa Tax Professional, and necessary providers may use it only as permitted by law to prepare and file your return and ITIN application, deliver related services, process payment, maintain security, comply with professional duties, or follow your valid direction.

We do not use identifiable tax-return information to train general-purpose artificial-intelligence models, advertise unrelated products, or create data-broker profiles.

We use reasonable care in providing the Service. To the maximum extent permitted by law, the Service is otherwise provided "as is" and "as available." We do not promise uninterrupted availability, error-free automated checks, carrier performance, or any IRS outcome. Nothing in these Terms excludes warranties or consumer rights that cannot lawfully be excluded.

To the maximum extent permitted by law, Certa is not liable for indirect, incidental, special, punitive, or consequential losses arising from the Service. Certa's aggregate liability for a claim is limited to the greater of the fees you paid for the affected case or US$500. This limit does not apply to fraud, willful misconduct, gross negligence, violations of non-waivable privacy or consumer-protection rights, or liability that law does not permit us to limit.

You are responsible for losses caused by your intentional fraud, unlawful use, or knowing violation of another person's rights. This is not a broad obligation to indemnify Certa for ordinary consumer use.

You may request account closure through support. We may suspend or terminate access for a material breach, fraud risk, safety or security concern, legal requirement, inability to complete the requested service, or prolonged inactivity. We will preserve access to records and refunds where required by law and retain regulated records as explained in the Privacy & Financial Information Notice.

Referral-program suspension, commission cancellation or reversal, and payout restrictions are governed by the Referral Program Terms. Suspension from that program does not by itself cancel an applicant service already purchased.

Contact support first so we can try to resolve a concern. Either party should provide a written description and allow 30 days for good-faith informal resolution, unless urgent relief is needed. These Terms are governed by Maryland law and applicable U.S. federal law. Subject to non-waivable consumer rights and small-claims jurisdiction, disputes may be filed in the state or federal courts serving Prince George's County, Maryland. We do not require consumer arbitration or waive your right to participate in a class action through these Terms.

We may update these Terms prospectively. Material changes will be posted with a new version and communicated by email or in-app notice when appropriate. We may require renewed acceptance before further use. The version accepted for your case remains part of the case record.