Katy Tippin, CPA

Atlanta Office

Katy's Tax Experience

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

Tax Technology Experience

    Tax Provision & Workpapers
  • ONESOURCE Income Tax
  • Corptax Compliance
  • Corptax Office
  • Advanced Excel

Previous Work Experience

  • Cisco Systems, Inc.
  • SunTrust Banks, Inc.
  • Deloitte & Touche LLP
  • Arthur Andersen, LLP


  • Georgia State University –
    Bachelor of Business
    Accounting Major
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