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

[Nicholas Pleasants]

Hi Sarah,
I suggest talking with Amanda Chang http://bolsoncpa.com/amanda.asp
425-556-0223
amanda at bolsoncpa.com<mailto:amanda at bolsoncpa.com>

She has an office next to mine and we’ve shared several clients that have complex investment structures. She has extensive experience working with investment advisers, so I’m confident she could handle the day-trading piece. Not sure about the international boarder issues, but I’d trust her to advise whether that is in her wheelhouse or not. Bills hourly, not cheap but reasonable for her expertise.

Best,
Nick

Nicholas Pleasants
Owner

[(Logo) Pleasants Law Firm]<http://www.pleasantslaw.com/>

Pleasants Law Firm, P.S.
2300 130th Ave NE, Suite A-101
Bellevue, WA 98005-1755
(425) 615-7070 tel/fax
nick at pleasantslaw.com<mailto:nick at pleasantslaw.com>
www.pleasantslaw.com<http://www.pleasantslaw.com>
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From: <wsbapt-bounces at lists.wsbarppt.com> on behalf of "Sarah C. Smith" <sarahs at beresfordlaw.com>
Reply-To: WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
Date: Monday, January 3, 2022 at 10:33 AM
To: "wsbapt at lists.wsbarppt.com" <wsbapt at lists.wsbarppt.com>
Subject: [WSBAPT] Referral Request: CPA for US Resident/Canadian Citizen and Day Trader

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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