[WSBAPT] Referral Request: CPA for US Resident/Canadian Citizen and Day Trader

Sarah C. Smith sarahs at beresfordlaw.com
Mon Jan 3 10:25:33 PST 2022


Hello everyone,

I'm trying to help someone find a CPA or accounting firm who can handle tax filings for a Canadian citizen living in the US, who is also familiar with the rules and requirements regarding day trading and investing. Potentially, one CPA to handle the day trading and another CPA to deal with the international issues may be a viable alternative. Client is interested in setting up a business entity and would like to discuss what the tax benefits might be, in addition to finding someone to handle their tax filings for 2021 and future tax years. Thank you so much!

Sincerely,

Sarah C. Smith
Lawyer

BERESFORD [cid:image001.png at 01D7FC34.0703AFA0]  BOOTH
145 Third Avenue South<https://maps.google.com/?q=145+Third+Avenue+South,+Ste.+200%0D+Edmonds,+WA%C2%A098020&entry=gmail&source=g>
Edmonds, WA<https://maps.google.com/?q=145+Third+Avenue+South,+Ste.+200%0D+Edmonds,+WA%C2%A098020&entry=gmail&source=g> 98020<https://maps.google.com/?q=145+Third+Avenue+South,+Ste.+200%0D+Edmonds,+WA%C2%A098020&entry=gmail&source=g>
P  425.776.4100
F  425.776.1700
sarahs at beresfordlaw.com<mailto:sarahs at beresfordlaw.com>
www.beresfordlaw.com<http://www.beresfordlaw.com/>

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