a
anabelleredd93

Annabelle

@anabelleredd93

Licensed CPA Specializing in IRS Form 990 PF and US Nonprofit Tax Compliance

États-Unis
Anglais, Espagnol
Certaines informations sont présentées en anglais.
À propos de moi
• I am a licensed Certified Public Accountant (CPA) and tax consultant specializing in US tax exempt compliance. With over 6 years of experience, I help private foundations, public charities, and trusts navigate complex IRS regulations. My expertise includes accurate Form 990-PF preparation, 5% minimum distribution formula calculation, net investment income optimization, and fixing e-file rejections. I specialize in restoring revoked statuses, balance sheet reconciliation, and comprehensive audit defense. Let's protect your non profit's exempt status.... Plus d’infos

Compétences

a
anabelleredd93
Annabelle
hors ligne • 

Voir mes services

Déclaration de revenus
I will be your CPA for irs form 990 pf and foundation excise tax
De20 $US / projetPlus de détails

Expérience professionnelle

TAX

Senior Nonprofit Tax Accountant & Compliance Consultant (CPA)

TAX • Indépendant

Jun 2021 - Present • 5 yrs 5 mos

Lead CPA directing federal tax compliance and asset reconciliation for private foundations, family trusts, and global non profit entities. Specialise in managing complex IRS Form 990-PF filings, ensuring absolute compliance with modernized IRS e-filing mandates and digital signature rules. Key Achievements: Reconciled over $45M in non charitable use assets, precisely calculating the 5% minimum investment distribution to shield clients from automatic 30% excise penalties. Resolved 100% of critical IRS e-file diagnostic rejection codes and XML schema failures for panic organizations under tight filing deadlines. Optimized Net Investment Income allocations across complex dual column general ledgers, protecting the flat 1.39% excise tax structure for private foundations. Audited and overhauled Part XV grant disclosure databases, transforming vague transaction text into transparent, audit proof entries that withstand high regulatory scrutiny.