International Tax Accountants, Cross Border Tax Accountants, Canada US Tax Treaty

To gather information to prepare your U.S. Income Tax Return(s), please complete the appropriate tax return organizer(s) for us.

In some cases, more than one organizer may be required. If you are unsure which organizer(s) to use, please contact our office for assistance.

For your convenience, you can download and print the organizers.

U.S. RESIDENT INDIVIDUALS

1.

Adobe PDF

1040 Organizer (U.S. Citizen or U.S. Resident)

2.

Adobe PDF

Non-U.S. Pension Plan Organizer

3.

Adobe PDF

Reports on Foreign Bank and Financial Accounts (FBAR) Organizer

4.

Adobe PDF

5471 Organizer (Return of U.S. Persons With Respect to Certain Foreign Corporations)

5.

Adobe PDF

8865 Organizer (Return of U.S. Persons With Respect to Certain Foreign Partnerships)

6.

Adobe PDF

Passive Foreign Investment Company (PFIC) Organizer (IRS Form 8621)

U.S. NONRESIDENT INDIVIDUALS

7.

Adobe PDF

1040NR Organizer (Individual)

8.

Adobe PDF

1040NR Organizer (Treaty Based Position)

9.

Adobe PDF

Closer Connection Questionnaire (For Residents of Canada)

10.

Adobe PDF

Closer Connection Questionnaire (Other than Canada)

 

 REAL ESTATE

11.

Adobe PDF

Organizer for U.S. Real Estate

12.

Adobe PDF

Organizer for Foreign (Non-U.S.) Real Estate

CANADIAN RESIDENT INDIVUALS

13.

Adobe PDF

Canadian T1 Organizer (Individual)

14.

Adobe PDF

Canadian T1135 Organizer (Foreign Income Verification Statement)

U.S. TAX IDENTIFICATION NUMBER

15.

Adobe PDF

W-7 Questionnaire  (Individuals)

16.

Adobe PDF

SS-4 Questionnaire (Entities)

TRUSTS & ESTATES

17.

Adobe PDF

Trust Questionnaire

18.

Adobe PDF

1040NR Organizer (Foreign Non-Grantor Trust)

19.

Adobe PDF

1040NR Organizer (Foreign Estate)

20.

Adobe PDF

1041 Organizer (Domestic Non-Grantor Trust or Domestic Estate)

DOMESTIC COPORATIONS

21.

Adobe PDF

1120 Organizer

22.

Adobe PDF

1120S Organizer (S Corporations)


FOREIGN COPORATIONS 

23.

Adobe PDF

1120F Organizer

24.

Adobe PDF

1120F Organizer (Protective - Business)

25.

Adobe PDF

1120F Organizer (Protective - Residence)

PARTNERSHIPS

26.

Adobe PDF

1065 Organizer

NONRESIDENT ESTATES

27.

Adobe PDF

706-NA Organizer