Our EO tax specialists will analyze financial and related data to determine activities that should be disclosed and whether additional filings are required such as:

  • Form 114 – Foreign Bank and Financial Accounts Report (formerly the TD F 90.22-1)
  • Form 926 – Return by a U.S. Transferor of Property to a Foreign Corporation
  • Form 3530 – Annual Return to Report Transactions with Foreign Trust and Receipt of Certain Foreign Gifts
  • Form 5471 – Information Return of U.S. Persons with Respect to Certain Foreign Corporations
  • Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
  • Form 8865 – Return of US Person with Respect to Certain Foreign Partnerships
  • Form 5713 – International Boycott Report Form 1042 – Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
  • Form 1042S – Foreign Person’s U.S. Source Income Subject to Withholding
  • W-8BEN –Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding and Reporting (Individual)

 

Sample International Tax Resources:

Reporting Foreign Transactions

When to Obtain Form W-8BEN from a Foreign Person

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Tate & Tryon Overview – Helping Nonprofits Succeed

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Since 1993, Tate & Tryon has been delivering trusted audit, tax, outsourced accounting, and technology services exclusively to nonprofit organizations. But there’s so much more to Tate & Tryon.  See why more than 600 nonprofit organizations have chosen Tate & Tryon as a trusted advisor and partner to help them succeed.

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