Helen Wang, CPA, CPA (Montana) Manager
Education
- Bachelors in Business, Accounting Major, University of Alberta
- Chartered Professional Accountant
- CPA Canada In-Depth Tax Course
- Certified Public Accountant (Montana)
Areas of Practice
- Corporate and Individual Tax Advisory and Compliance
- Corporate Structuring and Reorganizations
- Purchase and Sale of Businesses
- Non-Resident and Cross-Border Tax
- Assurance Services for Private and Non-Profit Organizations
- ASPE and ASNPO
- Goods & Services Tax/Harmonized Sales Tax
- U.S. and Canadian Cross Border Tax Compliance and Advisory, including U.S. Citizens living in Canada
- Canadian Residents with U.S. Filing Obligations
- Canadian Newcomers or Departures from Canada
- Foreign Reporting, PFIC Reporting, U.S. Expatriation Matters
Helen is a Canadian Chartered Professional Accountant and a Certified Public Accountant licensed in Montana. She has completed the CPA Canada In-Depth Tax Program and has developed a strong practice focus in Canadian private enterprise tax and U.S./Canadian cross-border tax matters. Helen regularly assists individuals, corporations, professionals, and owner-managed businesses with complex tax compliance, planning, and financial reporting issues.
Helen enjoys helping clients make sense of complicated tax rules in a practical and approachable way. She takes pride in translating technical tax issues into clear, useful advice so clients can understand their options and make confident decisions.
When she’s not helping clients navigate tax matters, Helen enjoys travelling, discovering new restaurants, and continually learning about investing and personal finance. She believes in living a balanced lifestyle and enjoys staying active through fitness and running. Whether she’s planning her next trip or spending time with family and her French bulldog, she values experiences that keep her curious, energized, and connected.
