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<p class="MsoNormal">Hi Sarah,<o:p></o:p></p>
<p class="MsoNormal">I suggest talking with Amanda Chang <a href="http://bolsoncpa.com/amanda.asp">
http://bolsoncpa.com/amanda.asp</a><o:p></o:p></p>
<p class="MsoNormal">425-556-0223 <o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:amanda@bolsoncpa.com">amanda@bolsoncpa.com</a><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">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.<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Best, <o:p></o:p></p>
<p class="MsoNormal">Nick<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><b><span style="color:#2B6AA4">Nicholas Pleasants<o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:#2B6AA4">Owner<o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#2B6AA4"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="color:#2B6AA4"><a href="http://www.pleasantslaw.com/"><span style="color:#2B6AA4;text-decoration:none"><img border="0" width="144" height="44" style="width:1.5in;height:.4583in" id="_x0000_i1026" src="file:////Users/pleasantsn/Library/Containers/com.microsoft.Outlook/Data/Library/Caches/Signatures/signature_704093195" alt="(Logo) Pleasants Law Firm"></span></a><o:p></o:p></span></b></p>
<p class="MsoNormal"><span style="color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="color:black">Pleasants Law Firm, P.S.<br>
2300 130th Ave NE, Suite A-101<br>
Bellevue, WA 98005-1755<br>
(425) 615-7070 tel/fax<br>
</span><span style="color:#2E75B6"><a href="mailto:nick@pleasantslaw.com"><span style="color:#2E75B6">nick@pleasantslaw.com</span></a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#2E75B6"><a href="http://www.pleasantslaw.com"><span style="color:#2E75B6">www.pleasantslaw.com</span></a>
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:black">The information contained in this e-mail message may be privileged and is confidential information intended only for the use of the recipient, or any employee or agent responsible to deliver it
to the intended recipient. Any unauthorized use, distribution or copying of this information is strictly prohibited and may be unlawful.</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:8.0pt;color:black">If you have received this communication in error, please notify the sender immediately and destroy the original message and all attachments from your electronic files.</span><o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><b><span style="font-size:12.0pt;color:black">From: </span></b><span style="font-size:12.0pt;color:black"><wsbapt-bounces@lists.wsbarppt.com> on behalf of "Sarah C. Smith" <sarahs@beresfordlaw.com><br>
<b>Reply-To: </b>WSBA Probate & Trust Listserv <wsbapt@lists.wsbarppt.com><br>
<b>Date: </b>Monday, January 3, 2022 at 10:33 AM<br>
<b>To: </b>"wsbapt@lists.wsbarppt.com" <wsbapt@lists.wsbarppt.com><br>
<b>Subject: </b>[WSBAPT] Referral Request: CPA for US Resident/Canadian Citizen and Day Trader<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal">Hello everyone, <o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">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!<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">Sincerely, <o:p></o:p></p>
<p class="MsoNormal"><br>
<b><span style="font-size:14.0pt;font-family:"Helvetica Neue";color:black">Sarah C. Smith</span></b><span style="font-size:14.0pt;font-family:"Helvetica Neue";color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><i><span style="font-family:"Helvetica Neue";color:black">Lawyer<o:p></o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:4.0pt;font-family:"Helvetica Neue";color:black"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-family:Times;color:black">BERESFORD <img border="0" width="17" height="17" style="width:.177in;height:.177in" id="Picture_x0020_2" src="cid:image001.png@01D7FC34.0703AFA0"> BOOTH<o:p></o:p></span></p>
<p class="MsoNormal" style="margin-top:6.0pt"><span style="color:#44546A"><a href="https://maps.google.com/?q=145+Third+Avenue+South,+Ste.+200%0D+Edmonds,+WA%C2%A098020&entry=gmail&source=g"><span style="font-family:"Helvetica Neue";color:black">145 Third Avenue
South</span></a></span><span style="font-family:"Helvetica Neue";color:black"> <o:p>
</o:p></span></p>
<p class="MsoNormal"><span style="color:#44546A"><a href="https://maps.google.com/?q=145+Third+Avenue+South,+Ste.+200%0D+Edmonds,+WA%C2%A098020&entry=gmail&source=g"><span style="font-family:"Helvetica Neue";color:black">Edmonds, WA</span></a></span><span style="font-family:"Helvetica Neue";color:black"> </span><span style="color:#44546A"><a href="https://maps.google.com/?q=145+Third+Avenue+South,+Ste.+200%0D+Edmonds,+WA%C2%A098020&entry=gmail&source=g"><span style="font-family:"Helvetica Neue";color:black">98020</span></a></span><span style="font-family:"Helvetica Neue";color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Helvetica Neue";color:black">P</span><span style="font-size:14.0pt;font-family:FontAwesome;color:black">
</span><span style="font-family:"Helvetica Neue";color:black">425.776.4100<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-family:"Helvetica Neue";color:black">F</span><span style="font-size:14.0pt;font-family:FontAwesome;color:black"> </span><span style="font-family:"Helvetica Neue";color:black">425.776.1700<o:p></o:p></span></p>
<p class="MsoNormal"><u><span style="font-family:"Helvetica Neue";color:blue"><a href="mailto:sarahs@beresfordlaw.com"><span style="color:blue">sarahs@beresfordlaw.com</span></a></span></u><span style="font-family:"Helvetica Neue";color:#44546A"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="color:#44546A"><a href="http://www.beresfordlaw.com/" target="_blank"><b><span style="font-family:"Helvetica Neue";color:#C09200">www.beresfordlaw.com</span></b></a></span><b><span style="font-family:"Helvetica Neue";color:#C09200">
<o:p></o:p></span></b></p>
<p class="MsoNormal"><i><span style="font-size:9.0pt;font-family:"Helvetica Neue";color:black"><o:p> </o:p></span></i></p>
<p class="MsoNormal"><span style="font-size:9.0pt;font-family:"Helvetica Neue";color:black">This message is intended for the exclusive use of the individual or entity to which it is transmitted and may contain information that is privileged, confidential and
exempt from disclosure under applicable laws.<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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