Tax Professional Recommendation

Hi all,

I needed to access some funds this year so I bit the bullet and sold everything in my Canadian TFSA's. One of which was self-managed and the other was managed by Wealthsimple.

Of course, calculating capital gains on this is quite complex as the robo investor frequently made tiny fractional purchases over the years, which all need to be factored in to the sales I made this year.

All told there's something like 700 transactions to factor in if I understand it correctly. Each of which will need to be converted from CAD to JPY separately according to the exchange rate on that date.

I also need to pay tax on dividends, which as I understand it, Wealthsimple is currently holding back 15% on to pay to Canada, which means I can provide an NR4 slip to pay only the remainder to Japan (5.315%).

I have no idea who to speak to about this situation. It's made difficult by my limited Japanese speaking ability, although my wife is a Japanese national and can help me through it.

I was hoping a Japanese agency might be able to handle it, but the addition of the dividend double taxation situation makes me think a specialist might be required. On the other hand, the overall value of the dividends is so low that it's questionable whether it's even cost effective to hire a tax specialist to ensure everything is done correctly.

Any advice in which direction I should head? My next step will be to speak to the zeimusho and ask the same things there.

Thanks very much.