Clarity Tax & CPA's hires Kelly Sheng to lead cross-border tax work
Clarity Tax & CPA’s said June 18, 2026, that Kelly Sheng, CPA, has joined the Bellingham firm as Cross-Border Senior Tax Manager. The move expands the firm’s U.S.-Canada tax support for Pacific Northwest clients with ties to British Columbia and other cross-border filing needs. Why it matters: - Clarity Tax & CPA’s is expanding its ability to handle U.S.-Canada tax issues for individuals, families and business owners with ties in both countries. - The hire comes as cross-border filings remain a practical issue for Pacific Northwest clients with property, family or business interests in British Columbia and beyond. - Sheng’s arrival adds in-house expertise on residency, foreign reporting and double-taxation relief. What happened: - Clarity Tax & CPA’s announced June 18, 2026, that Kelly Sheng, CPA, has joined the Bellingham, Washington firm as Cross-Border Senior Tax Manager. - Sheng will lead the firm’s cross-border tax practice. - Sheng brings 20 years of tax experience focused on U.S.-Canada cross-border planning. - Her work will cover residency planning, dual filing obligations, foreign asset reporting, business structuring and strategies to minimize double taxation while staying compliant in both countries. The details: - Sheng’s practice includes cross-border tax planning and compliance for individuals, families and business owners. - Her scope includes residency transitions, departure tax and expatriation planning. - Her work also includes foreign trust and foreign corporation reporting. - Sheng will advise on investment account structuring across jurisdictions. - Her practice includes treaty-based tax positions and double-taxation relief. - She will also handle cross-border business structuring and compensation planning. - Immigration-related tax planning is part of her practice. - Sheng has worked with more than 2,000 small business owners and 5,000 individual clients with cross-border tax exposure. - She earned her CPA designation through CPA Canada in 2009. - Sheng is registered with the Canada Revenue Agency for EFILE. - Sheng is a member of CPA Canada. - Before joining Clarity Tax & CPA’s, Sheng spent five years as Cross-Border Tax Manager at Dimov Tax. - Clarity Tax & CPA’s is a PCAOB-registered CPA firm based in Bellingham. - The firm is peer-reviewed on an 18-month cycle. - Clarity Tax & CPA’s serves individuals, businesses and nonprofits across the Pacific Northwest with audit, tax and advisory services. - The firm says its approach emphasizes same-day client responsiveness and a diagnostic review before recommending next steps. Between the lines: - The hire signals Clarity Tax & CPA’s is trying to deepen a niche service area that often requires familiarity with both U.S. and Canadian tax systems. - Having a dedicated cross-border lead can reduce friction for clients who have been stitching together answers across two countries. - Sheng’s background suggests the firm is positioning itself to compete for complex, high-touch tax engagements rather than only standard compliance work. What’s next: - Sheng will begin overseeing cross-border matters for the firm’s clients in the region. - Clarity Tax & CPA’s is likely to market more heavily to clients with U.S.-Canada filing and planning needs as the practice grows. - Clients with assets, family or business ties on both sides of the border can expect more integrated advisory work in-house. The bottom line: - Clarity Tax & CPA’s is betting that specialized cross-border expertise will be a growth area, and Sheng is now the firm’s point person for that work.
Disclaimer: This article was produced by AGP Wire with the assistance of artificial intelligence based on original source content and has been refined to improve clarity, structure, and readability. This content is provided on an “as is” basis. While care has been taken in its preparation, it may contain inaccuracies or omissions, and readers should consult the original source and independently verify key information where appropriate. This content is for informational purposes only and does not constitute legal, financial, investment, or other professional advice.
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