Baker Tilly solutions for tax exempt entities

Tax Exempt Entities

Maintaining your tax-exempt status is important. Our solutions allow your organization to focus on its mission, while we provide expertise and guidance for the unique challenges you face.

Tax Exempt Entities

  1. Cecilia Angat

    Cecilia Angat



  2. Karen Gries

    Karen Gries



  3. Troy Marine

    Troy E. Marine



  4. Larry Mohr

    Larry Mohr

    CPA, M.B.T.


  5. Brian Yacker

    Brian Yacker

    CPA, J.D.


Although not-for-profits encounter similar challenges as businesses, Baker Tilly recognizes these organizations have unique compliance needs that require specialized knowledge of tax laws and accounting standards.

    Our commitment

    The gift of giving

    At Baker Tilly, we recognize the significance of attaining and preserving a tax-exempt status for not-for-profit organizations. We understand obtaining this status is not only a goal, but a necessary factor for organizational success.

    Our team’s extensive tax expertise allows us to navigate the complexities of tax laws. We are dedicated to staying up-to-date with the latest regulations and trends to provide effective and proactive guidance to our clients.

    Baker Tilly is ready to assist not-for-profit organizations in the following areas of taxation:

    • Obtain and maintain tax-exempt status
    • Comply with IRS requirements, including the filing of Forms 990, 990-T and 990-PF
    • Assist with acquisitions and joint ventures, and perform due diligence
    • Conduct IRS risk assessments, FIN 48 analyses and unrelated business income analyses
    • Provide representation before tax authorities
    • Foster funding through a mastery of tax credits and other incentives, such as low-income tax credits and the New Markets Tax Credits (NMTC) program

    Not-for-profit by the numbers

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    700+ single audits

    Baker Tilly performs more than 700 OMB Uniform Guidance single audits, and we are ranked in the top three of firms in the U.S. based on the number of audits.

    90+ years

    We have been serving tax exempt entities for more than 90 years.

    2,000+ organizations

    We currently provide tax, audit, accounting and consulting services to more than 2,000 tax exempt organizations.

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    Case Study

    Baker Tilly helps charity get back tax-exempt status