Member Since 2022
New York City Area
Over a decade of experience serving not-for-profit clients in a range of sub-sectors, specializing in delivering insightful, comprehensive tax services. Particularly adept with Forms 990, 990-PF, 990-T, 926, 8865, 5500 and any relevant state forms, including Form CHAR500 and CT-13, to clients including many Fortune 100 companies and large pension trusts. Significant experience assisting clients with implementation of the requirements of various new legislation and regulations such as the New York State Not for Profit Revitalization Act and the 2014 IRS Final Tangible Property Regulations Certified Public Accountant in New York State, and a member of the American Institute of Certified Public Accountants and the New York State Society of CPAs, where I sit on the Not-for-Profit Organizations, and Exempt Organizations Committees.
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