Carol-Ann Simon, CPA, CA

Carol-Ann is the master in transitioning expatriate tax engagements. A recent transplant herself, Carol-Ann comes to us from our alliance firm, BDO Seidman, LLP. Her expertise includes topics such as coordinating global tax compliance, tax-effective compensation, cross border planning, employee relocation issues and tax equalization policies. Carol-Ann's knowledge of expatriate services brings a new niche to Perkins and a unique and much-needed skill set to the Portland marketplace. For such a cool lady, she’s sure to be a hot commodity.

Most recently, Carol-Ann obtained Certifying Acceptance Agent (CAA) status with the IRS, allowing her to assist foreign nationals in the applications for Individual Taxpayer Identification Numbers (ITIN). Carol-Ann's certification will streamline the process of obtaining an ITIN as she will be able to locally review the original documents necessary and certify the application for the IRS.

Outside of dealing with international numbers and facts, Carol-Ann is a winter sport fanatic and doting mother. You may see her hitting the slopes at Hood or Bachelor this winter with her two kids in tow. Originally hailing from Canada, Carol-Ann has a leg up on most of us Pacific Northwesterners when it comes to skiing and outdoor recreation - perhaps due to her background as a former professional figure skater. Currently, she is working on what’s sure to be a grand production - Taxes on Ice. Carol-Ann can work out your expatriate issues faster than you can say “triple axel.”