Background and Credentials
Kelly Sheng is a Canadian Chartered Professional Accountant (CPA Canada, earned 2009) with two decades of tax experience and a practice built almost entirely around U.S. and Canadian cross-border work. Based in Canada and serving clients across the Pacific Northwest and internationally, she focuses on the complex intersection where two tax systems meet. The work requires fluency in both the Internal Revenue Code and the Income Tax Act, plus a working command of the Canada and U.S. Tax Treaty that governs how the two interact. She is registered with the Canada Revenue Agency through CRA EFILE.
Who Kelly Works With
Her clients tend to be people whose situations don't fit neatly into either a U.S. or a Canadian return alone. That includes dual citizens, Canadians with U.S. real estate or investment income, Americans living or working in Canada, entrepreneurs operating businesses across the border, and individuals in the middle of moving between the two countries.
What Kelly Does
Kelly handles the full lifecycle of cross-border work, including U.S. and Canadian personal and business tax returns, foreign trust and corporation reporting (Forms 3520, 5471, and the Canadian T1134 and T1135 equivalents), investment account structuring, immigration-related tax planning, departure and expatriation tax filings, and the multi-jurisdiction coordination that keeps clients compliant on both sides while minimizing unnecessary tax exposure.
She also advises directly on tax-efficient business structuring, residency transitions, treaty positions, and the kind of long-range planning that's difficult to find from any single domestic firm. Most American CPAs don't handle Canadian filings, and most Canadian accountants don't handle U.S. returns. Kelly does both, which is the reason most of her clients come to her in the first place.
The Work Kelly Most Enjoys
The cases Kelly is most engaged by are the complicated ones. A Canadian moving to the U.S. who needs to plan a clean residency exit. A U.S. citizen in Canada with foreign trust exposure they didn't know they had. A business owner with operations on both sides of the border weighing whether a U.S. LLC or Canadian corporation will create less long-term friction. The work isn't only filing. It's structuring decisions before they happen so clients aren't stuck cleaning up reporting problems years later.