Kim Coleman, CPA

Senior Tax Manager, Sorren, Inc.

Kim is a Senior Tax Manager at Sorren, where she provides tax compliance, reporting, and advisory services to nonprofit and tax-exempt organizations. With more than 20 years of public accounting experience, including over 17 years dedicated exclusively to the nonprofit sector, Kim helps organizations navigate complex regulatory requirements while remaining focused on their mission. She works with a broad range of tax-exempt entities, including public charities, social welfare organizations, trade associations, and electric cooperatives, and is known for her deep technical expertise and commitment to client service.

Kim specializes in Form 990 preparation, exempt organization compliance, and technical tax consulting. She advises clients on matters such as exempt status qualification, public support testing, lobbying activities, revenue-generating operations, and other issues affecting tax-exempt organizations. Drawing on her extensive knowledge of Internal Revenue Code requirements and Treasury Regulations, Kim helps clients confidently address complex challenges while maintaining compliance and supporting long-term organizational goals. She is particularly valued for her ability to translate highly technical tax concepts into clear, practical guidance that clients can readily understand and apply.

A strong believer in relationship-driven service, Kim takes pride in building trust through attentive listening, thoughtful advice, and open communication. She is committed to delivering thorough, timely, and accurate work while serving as a dependable resource for the organizations she supports. Her client-focused approach helps nonprofit leaders make informed decisions and navigate an increasingly complex regulatory environment with confidence.

Education:

  • Bachelor’s Of Business Administration in Accounting, Texas Tech University
  • Master’s of the Science of Accounting, Taxation, Texas Tech University

Professional Designations / Civic Associations:

  • Certified Public Accountant – Colorado and Texas
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Texas Society of Certified Public Accountants (TXCPA)
  • Member, TEGE Exempt Organizations Council

Ready for the next step?

Let us connect you with one of our partners to start a conversation, the first step in uncovering what matters most to you.