Tax Exempt Entities


Accounting and Assurance Forensic, Valuation, and Litigation Support International Investment Advisors Management Consulting Private Equity Staffing Tax Compliance and Outsourcing Cost Segregation Federal Tax Advisory Financial and Estate Planning High Net Worth Tax IRS Practice and Procedures International Tax Research Tax Credits and Incentives State and Local Tax Tax Exempt Entities Transactions

Baker Tilly knows that while not-for-profits face many of the same issues as businesses, they have unique compliance needs that require a specialized knowledge of tax laws and accounting standards.

Our Not-for-Profit Services Team consists of more than 90 professionals dedicated 100% to meeting the needs of tax-exempt entities. Our deep experience, continuity of engagement staff, and constant monitoring of trends and regulations enable us to provide effective, forward-looking advice.

Baker Tilly is ready to assist not-for-profit organizations in these and other areas:

Obtaining and maintaining tax-exempt status
Complying with IRS requirements, including the filing of Forms 990 and 990-T
Planning for and paying property, payroll, and sales and use taxes
Consulting about acquisitions and joint ventures, and performing due diligence
Conducting IRS risk assessments, FIN 48 analyses, and unrelated business income analyses
Providing representation before tax authorities and intermediate sanctions consulting
Assisting with international tax issues and compliance