
Natalie P
Expert US Tax Prep 501c3 Exemptions Fast, Compliant and Stress Free Filing
Kompetenzen

Meine Dienstleistungen


Arbeitserfahrung
Senior US Tax Consultant and Non Profit Specialist
Tax Planning and Tax Strategy In Chambersburg, Pennsylvania | Your Accountant, • Vollzeit
May 2023 - Present • 3 yrs 6 mos
As a Senior US Tax Consultant and Non-Profit Specialist, I direct comprehensive compliance, advisory, and e-filing operations for hundreds of tax-exempt organizations and commercial enterprises. I have successfully managed over 400+ IRS Form 1023 and Form 1023-EZ applications for 501(c)(3) entities, achieving an exceptional 99% first-time IRS approval rate by meticulously structuring organizational bylaws, conflict-of-interest policies, narrative purpose statements, and multi-year financial projections. Additionally, I spearhead the annual compliance cycle for exempt entities by preparing, reviewing, and electronically filing IRS Form 990, Form 990-EZ, and Form 990-N returns across diverse sectors such as education, healthcare, and religious charities. Beyond non-profits, I manage high-volume federal tax return engagements for individuals and corporate businesses, handling Form 1040, Form 1120, Form 1120-S, and Form 1065 through advanced secure e-filing channels. My daily responsibilities include conducting comprehensive tax research, identifying legal deductions and credits, minimizing corporate and personal tax liabilities, addressing IRS notices, and resolving tax discrepancies. By combining deep tax code expertise with rigorous quality control, I ensure 100% adherence to IRS regulations while saving clients thousands of dollars and protecting their tax-exempt standing.