Natalie Kennedy, AFSP

About Natalie Kennedy, AFSP

Natalie Kennedy, AFSP is a IRS Annual Filing Season Program serving clients in New Rochelle, New York and the surrounding region. With 19 years of professional experience, the firm of Kennedy & Owens & Associates handles a focused range of federal and state tax matters for individuals, families, and small businesses.

As an Annual Filing Season Program participant in good standing with the IRS, Natalie Kennedy, AFSP is authorized to prepare federal returns, e-file with the IRS, and assist clients with year-round tax planning. AFSP participants have limited representation rights before the IRS for returns they prepared and signed.

Specialties

• Like-kind 1031 exchanges
• Energy efficiency credits
• Education credits
• Gift tax returns (Form 709)

Service area

Primary office in New Rochelle, NY (ZIP 10113). Federal returns can be prepared for clients anywhere in the United States; state-specific work focuses on New York. Virtual consultations are offered for clients outside the immediate New Rochelle metro area.

How to verify this preparer

Every preparer listed on TaxPrepFinder can be cross-checked against the IRS Return Preparer Office public directory using the PTIN shown above. The IRS provides a free Directory of Federal Tax Return Preparers with Credentials and Select Qualifications at irs.treasury.gov/rpo/rpo.jsf. Search by last name, ZIP code, or credential to confirm an active filing-season status.

For CPAs, the New York Board of Accountancy maintains a public license-lookup tool. For tax attorneys, the New York State Bar offers a similar member-search facility. Confirming credentials directly with the issuing authority is always recommended before engaging any preparer for a complex matter.