tax preparer for a Canadian grad student in the US
March 5, 2010 8:17 AM Subscribe
Need a good tax preparer and other income tax resources for a Canadian living in the US who is both a student and self-employed; this tax situation is not simple and he needs someone competent in both US and Canadian tax law and the relevant tax treaties.
Asking for a self-employed Canadian student doing grad school in the United States.
The person in question is a full-time student, but has self-employment income from a side project, investment income, on top of income from his university in the form of a grad stipend and other awards. Has been here more than 4 years on an F1 visa. Is qualified as a non-resident alien for tax purposes in the US.
This is getting too complicated for him to handle alone, so he wants to pay someone to help with his taxes. He has questions about estimated quarterly tax payments, Roth/TSA contributions, and more.
We're in San Diego, and he will probably need an in-person consult, but any online resources that will get him started preparing the right questions are welcome, too.
Asking for a self-employed Canadian student doing grad school in the United States.
The person in question is a full-time student, but has self-employment income from a side project, investment income, on top of income from his university in the form of a grad stipend and other awards. Has been here more than 4 years on an F1 visa. Is qualified as a non-resident alien for tax purposes in the US.
This is getting too complicated for him to handle alone, so he wants to pay someone to help with his taxes. He has questions about estimated quarterly tax payments, Roth/TSA contributions, and more.
We're in San Diego, and he will probably need an in-person consult, but any online resources that will get him started preparing the right questions are welcome, too.
Reputable CPAs will quickly figure out if they or their client needs to consult with a tax attorney. And many tax attorneys are CPAs.
posted by dfriedman at 9:04 AM on March 5, 2010
posted by dfriedman at 9:04 AM on March 5, 2010
As a US citizen who once lived in Canada and had to deal with cross-border tax issues, I recommend that you find a CPA or CA (Chartered Accountant - the Canadian equivalent of a CPA) who specializes in this area.
I'm with dfriedman on the CPA vs. tax attorney question; you can start by consulting with a CPA, and that person should be able to let you know if a tax attorney will be needed.
I can't help with a San Diego recommendation, but I can recommend a good Canadian CA who specializes in US and cross-border taxation. He's in Vancouver, BC. If you think this would be useful (maybe you could conduct the necessary business via phone, email and postal mail?), MeFi mail me and I'll provide the accountant's name and contact info.
posted by velvet winter at 10:57 AM on March 5, 2010
I'm with dfriedman on the CPA vs. tax attorney question; you can start by consulting with a CPA, and that person should be able to let you know if a tax attorney will be needed.
I can't help with a San Diego recommendation, but I can recommend a good Canadian CA who specializes in US and cross-border taxation. He's in Vancouver, BC. If you think this would be useful (maybe you could conduct the necessary business via phone, email and postal mail?), MeFi mail me and I'll provide the accountant's name and contact info.
posted by velvet winter at 10:57 AM on March 5, 2010
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posted by slow graffiti at 8:40 AM on March 5, 2010