When San Franciscans look toward a New Year, many reflect on what they are grateful for. They may appreciate good health and loved ones. They may take a moment to remember what was lost and think of the abundance and joy experienced, too.
Plans for the coming year could be on everyone’s mind. It depends on where they are in life. Maybe they’re looking at retirement and ready to schedule those bucket-list vacations. Or a new career has taken off, and now there’s a wedding to plan. And what if it’s the year to expect a new baby and find a long-term family home? These are all joyous things.
One thing everyone in the Bay Area can expect is filing their taxes. And those expats living the American dream in the Bay Area have a lot of work to do! Like full-time American citizens, tax season isn’t a fun thing to look forward to. We’d like to suggest one more thing Bay Area residents can be grateful for in the New Year: San Francisco CPA’s! Raise your glass to those oddballs who actually love the complexity of tax filings and expat tax return prep! Call us “neuro-divergent” or “different,” but we see our skills as special talents with a purpose.
We Are Prepping for Tax Season 2025 and Ready to Serve
If you are a Canadian citizen living in the Bay Area, you are probably wondering how to handle paperwork for two countries during tax season. The good news is our CPA’s love handling Maple Leaf and Golden State expat tax return prep. San Francisco is very diverse in culture, beliefs, and mind. It’s what makes us a world-renowned city that people look to for the best in anything. San Francisco CPAs fit a certain mold for being the best. Here are some important personality traits that make a great CPA:
- Detail-Oriented: Nothing gets past them; everything is organized to catch and categorize the meticulous work of dual-citizenship and expat tax return prep.
- Analytical Brain: Accuracy begins by reviewing the data and asking ‘why.’ Financial reporting is complex, and a top CPA will ensure there are answers to all the questions before moving forward.
- Organized: Every form, asset, and liability is accounted for and easy to access. This helps with a thorough tax review before filing in Canada or the United States.
- Ready to Pivot: Although all rules are important, there are times when a CPA needs to adapt to new rules.
- Creativity: A top CPA reviews all the rules, old and new, to find where to maximize returns and minimize expatriate tax return payments.
Personality traits matter. And we are drawn to the accounting profession because we enjoy doing the work others find nightmarish. And we are grateful that our skills can help our Canadian friends get through expat tax return prep for the coming year.
