Kerri is a principal with Baker Tilly and leads the Eastern Region’s higher education and not-for-profit practice. She has nearly 35 years of professional tax experience, including research, planning and compliance. Since joining Baker Tilly in 2008, Kerri has focused on her main practice area of not-for-profit organizations. She has considerable experience in public charities, membership organizations, VEBAs and private foundations. Kerri’s main client industries include senior living, higher education healthcare and other not-for-profit sectors.
- Manages the not-for-profit practice for the East Region, which includes approximately 500 not-for-profit clients and 1,200 Forms 990, 990-T and 990-PF
- Provides client consulting services such as tax check-ups and UBI studies
- Serves as an advocate for both not-for-profit and individual clients during the IRS field audit process
- Prepares clients’ tax-exempt status applications
- Reviews state sales tax exemption applications
- Advises clients on tax questions/issues and prepares tax memorandums and other research documents
- Trains external and internal clients on basic and complex Form 990 compliance
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- Speaks at both internal and external conferences on topics related to specialized industry filings
- Court Appointed Special Advocates of Lancaster County, Finance Committee