
Wilson P
Nonprofit Formation 501c3 Filing and Bookkeeping
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Senior Nonprofit & Tax-Exempt Consultant
Finance Expert • ZZP
Jan 2024 - Present • 2 yrs 4 mos
Prepared private letter rulings in areas including unrelated business income tax, scholarship programs, excessive compensation, and private foundation excise taxes Advised on termination of private foundation status and compliance restructuring Supported international grantmaking compliance using expenditure responsibility frameworks Reviewed and processed hundreds of IRS tax-exempt applications, including: Churches and religious organizations Schools and educational institutions Hospitals and medical research organizations Private foundations and charitable organizations Assisted law firms and attorneys in securing 501(c)(3) tax-exempt status for clients across healthcare, disaster relief, civil rights, and education sectors Conducted conference meetings with clients and legal representatives to resolve IRS concerns, negotiate compliance issues, and prevent application denials Provided end-to-end consulting on nonprofit formation, governance, and IRS compliance