James Rose.
Canada Corporate Tax Consultant, GST,HST, Bookkeeping and CRA
Skills

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Portfolio
Werkervaring
Nonprofit Business Registration & IRS PTIN Registered Tax Preparer
Consumer Financial Protection Bureau • Fulltime
Apr 2026 - Present • 2 mos
Multi-State Entity | Cross-Border Tax Structuring | Reconstruction | Complex Compliance/Resolutions Specializing in Nonprofit 501(c)(3) Formation and Servicing for new or existing organizations. As an IRS Registered Tax Preparer and experienced professional, I offer complete A to Z services or à la carte support to fit your needs. With my guidance, your nonprofit can accept tax-deductible donations from all donors and apply for federal and state grants with confidence. Services include: Incorporation with IRS & State approval (Articles of Incorporation, Bylaws, Board Formation, Bank Resolutions, Minutes, Policies, Regulations, and compliance forms) EIN registration Preparation & eFiling of IRS Nonprofit 501(c)(3) 1023 Application Filing of first IRS Form 990 & Form 941 Quarterly Payroll Tax Return 120-minute consultation covering FAQs, compliance, and best practices I combine technical expertise with hands on nonprofit leadership to set your organization up for long term success.
President / CEO
Consulting Mastered • Parttime
May 2026 - Jun 2026 • 1 mo
President / CEO Avion Healthcare Group – Tucson, AZ (November, 2019 – Retirement 2023) Led all aspects of operations, compliance, and strategic growth for a multi-faceted healthcare organization. Directed cross-functional teams, oversaw financial and regulatory obligations, and built systems to ensure both compliance and quality care delivery. Highlights: Oversaw day-to-day operations, financial management, and IRS compliance. Created and managed grant proposals to secure funding and maximize impact. Directed compliance and HR functions, including LOA/FMLA/ADA policy administration. Served as primary State Medicaid point of contact for program compliance and audits. Developed policies, reporting systems, and knowledge bases that improved accountability and efficiency. Built strong relationships with government agencies, healthcare partners, and community stakeholders