The University's income tax related issues are handled by the University Tax Director, Katelyn E. Crowe, CPA, MST.
- Oversee preparation and filing of federal and state income tax returns for the University and affiliated entities.
- Manage income tax audits for the University as they arise.
- Review University activities for tax compliance issues.
- Preparation and filing of state charitable organization registrations and California Secretary of State registrations for the University and affiliated entities.
- Conduct research and serve as a resource for tax related inquiries related to the following: income tax law changes impacting the University and affiliated entities, sales tax, taxation of fringe benefits, etc.
Commonly Requested Tax Forms:
- IRS Form W-9
- IRS Tax-Exempt Determination Letter
- California Tax-Exempt Determination Letter
- 2017 IRS Form 990 – Public Disclosure Copy
Mail Code: 4497
For questions related to payroll tax, please visit the payroll webpage at https://community.pepperdine.edu/finance/payroll/
Last Updated: 10/16/2019