Former PwC Tax Partner
Cross-Border Tax Specialist · Trusted Advisor to High-Net-Worth Families
Steven Ni is the Founder and Managing Director of Steven Ni Chartered Professional Accountant Ltd., with more than 32 years of cross-border tax experience across Canada, the United States and China. Before entering private practice he held senior tax positions at PricewaterhouseCoopers, KPMG, Ernst & Young, Deloitte and BDO.
Steven has served high-net-worth families and multinational enterprises on cross-border corporate structuring, immigration tax planning, international asset disclosure and family estate arrangements.
- Chartered Professional Accountant · CPA (British Columbia)
- U.S. Certified Public Accountant · CPA (New York & Georgia)
Languages: Mandarin · English
Four transparent steps, from first call to filed return.
Every engagement begins with a written scope and fixed fee. Every outgoing filing is reviewed and signed off by a CPA.
- 01
Initial call
A complimentary 30-minute call to understand your situation, residency and goals. After the call we confirm whether we can help and outline the likely scope of work.
- 02
Engagement & fee
We issue a written Engagement Letter that sets out the exact scope and a fixed fee. The cost is agreed before work starts — no surprises.
- 03
Document collection & drafting
Documents are received through a secure client portal. AI-assisted tools support initial organization and drafting; a CPA reviews every filing before it leaves the firm.
- 04
Filing & follow-up
On completion we send you confirmation and proof of filing. We assist with any follow-on tax agency correspondence and send advance reminders for annual deadlines.
Three principles, consistently held.
Every conclusion cited
We trace each tax position to a statute, regulation or case — no unsupported guesses.
Both sides of the border
Canadian and U.S. tax implications are always considered together; optimising one side alone creates exposure on the other.
Compliance first
Sustained compliance is the best tax plan. Any efficiency measure is assessed against disclosure risk before it is recommended.
Ready to understand your tax position?
Book a 30-minute initial call — complimentary and no obligation.