I am a Chartered Professional Accountant (CPA) with more than a decade of experience in Canadian and US personal tax compliance and reporting. My first tax season was in 2012, and I have worked every single tax season since, building a strong foundation in this field.
I have dealt with many cross-border personal tax issues that clients face, such as double taxation, foreign reporting requirements, immigration and emigration to and from the Canada and US, and tax consequences for holding certain investments. I can help untangle many of these complexities and am passionate about helping individual clients understand their tax situation in the simplest way possible.
During my time as Manager and Senior Manager with reputable firms like MNP and SKL Tax, I managed a portfolio of over 100 clients. This experience taught me not only the technicalities of personal tax compliance but also the importance of collaboration and trust.
Working with me is more than hiring a tax specialist – it’s forming a partnership – with you and the team of professionals supporting you like lawyers, financial advisors, and other accountants. I value open communication ensuring your unique needs and goals are considered.
My Journey in Cross-Border Personal Tax
I operate a home-based business in Nanaimo, BC, in beautiful Vancouver Island. I moved here from Vancouver, BC, for a slower pace lifestyle with my young daughter. I would love to pass on the peaceful island vibe to your tax filing experience.
Credentials
Professional Experience: Over a decade of expertise in Canadian and US personal tax compliance, serving individuals with complex cross-border tax needs since 2012.
Specialization: Cross-border personal tax filings under Canadian and US tax systems, tax treaty applications, and foreign income and asset reporting.
Previous Roles:
Strategex Group (now merged with MNP): Developed extensive knowledge of cross-border personal tax requirements and compliance.
MNP: Gained hands-on experience with diverse client portfolios, focusing on tax efficiency and compliance.
SKL Tax: Managed a portfolio of 100+ clients, specializing in dual-country tax returns and resolving cross-border personal tax challenges.
Kevin Beesley US Tax Services: Reviewed US and Canadian personal tax returns and foreign reporting forms while providing coaching to the team.
Training and Certifications:
Chartered Professional Accountant designation which includes professional development training hours every year to keep abreast with changing tax rules
Comprehensive understanding of the US-Canada Income Tax Treaty
Extensive experience with Canadian and US tax amnesty programs for late filers
"I am committed to delivering personalized, transparent, and efficient tax compliance service that empower my clients to make informed decisions while keeping costs reasonable."
Paula Isaguirre, CPA