Shawn Lee CPA
CPA (Illinois), MS. Tax
Director, US Tax
With over a decade of experience in US and cross-border taxation, Shawn delivers expert consulting and compliance services to individuals and corporations. Beginning his career at a national firm focused on individual taxation, he honed his skills and expanded into corporate tax, driven by a commitment to professional excellence. Shawn now advises a diverse clientele, from high-net-worth individuals to multinational businesses, on complex tax strategies.
A dedicated mentor, Shawn guides aspiring Chartered Professional Accountants in mastering US and cross-border tax intricacies. Outside of work, he cherishes time with his wife and son and actively supports global communities through volunteer mission trips to third-world countries.
Areas of Practice
- ·US Federal and State Corporate Income Tax Returns
- US Federal and State Partnership Returns
- US Federal and State Personal Income Tax Returns for Resident and Non-Resident
- FIRPTA, Foreign Investment in Real Property Tax Act, filings (Form 8288, 8288-A, and 8288-B)
- FDAP, Withholding tax forms
- Identification Purpose forms (Form W-8BEN-E and W-9)
- Applications for EIN and ITIN (Form SS-4 and W-7)
- US Tax Provisions
- State Income and Sales Tax Nexus Studies
- Expanding into the US Analysis
- Tax-free Reorganization
- Assisting in IRS Notices and Audits
Accreditations and Education
- Chartered Professional Accountant – CPA Ontario
- Certified Public Accountant – State of Illinois
- Master of Science in Taxation, Golden Gate University (California)
- Bachelor of Commerce, Toronto Metropolitan University
- IRS Certifying Acceptance Agent (CAA)
