IREX (International Research & Exchanges Board) is seeking quotes from qualified respondents to provide nonresident alien tax compliance services. IREX annually brings approximately 2,303  foreign nationals to the United States to engage in educational and cultural exchanges. These foreign nationals come to the US on J-1 short and long-term programs and receive non-service scholarships or fellowships. Occasionally, IREX welcomes to the United States B-visa holders for short-term conferences as well. 

Eligibility requirements

Organizations interested in providing this service must submit a proposal, including a breakdown of costs, which demonstrates the organization’s capacity to:

• Prepare forms W-8 BEN and Substitute W-4, as applicable.
• Prepare and submit forms W-7 (ITIN applications) on behalf of foreign nationals.
• Calculate tax withholding (IREX pays tax on behalf of foreign nationals).
• Prepare and distribute forms 1042-S to foreign nationals.
• File forms 1042-S with the IRS.
• Prepare form 1042 on IREX’s behalf.
• Prepare and file state and federal tax returns on behalf of foreign nationals.
• Provide access to a support center, hotline, or other resources to assist foreign nationals in the tax compliance process.
• Facilitate collection of tax refunds, as applicable.
• Provide general consulting services on nonresident alien tax compliance (current and prior years).

Deadline 

November 5, 2024, 5:00 PM EST.

How to submit a concept note

1. Download the Request for Proposals 
2. Submit proposals to yrivas@irex.org with the subject line "Non-Resident Alien Tax Procurement 2024".

Questions 

Contact Yvonne Rivas, yrivas@irex.org.