Snapshot and Years of Experience

Katy Tippin has over 20 years of tax accounting and tax compliance experience.  Katy has practiced at large multinational corporations and Big 4 accounting firms.

Tax Compliance – Corporate and Partnership

• Preparation and review of Federal and state income tax returns and workpapers
• Preparation and review of Federal and state estimates and extensions
• Preparation and review of various consolidated return supporting schedules, including 163(j) limitation calculations, Personal Holding Company calculations, corporate partner partnership allocations, etc.
• Preparation of Forms 5471 and 8858
• International E&P calculations

Tax Accounting

• Preparation and review of Federal, state and foreign income tax provisions, including preparation and review of deferred tax account balances
• Preparation and review of monthly tax accounting entries and tax account reconciliations
• Federal and state provision to return true-up analysis
• Federal and state payable analysis
• SOX and internal tax department control documentation
• Assistance with computations and supporting documentation for tax footnote disclosures
• Preparation and review of tax basis balance sheets, including deferred tax proofs

Mergers and Acquisitions

• Assistance with calculations of opening balance sheet deferred tax assets and liabilities
• Assistance with acquisition integration

Federal and State Audits

• Development of audit plan
• IDR response
• Research and analysis of technical issues
• Prepare and review annual audit ready tax return workpaper files for submission to IRS

Project Management Services

• Lead and train loan staff on various compliance processes and special projects
• Manage and organize deliverables from business groups/tax departments for consolidated return review purposes