Charter Schools

Baker Tilly proudly serves more than 145 charter and independent schools throughout the United States and has fortified our position as the largest audit and tax service provider for the charter school industry in California. With over 15 years of experience servicing the education sector, our skilled staff of professionals bring a wealth of experience to provide our clients with important value-added services.

Charter schools are required to have an annual independent fiscal audit that is performed in accordance with generally accepted auditing standards. We work closely with the State Controller’s Office and the California Department of Education to ensure that audit issues are effectively and appropriately addressed. We also confer with the Financial Accounting Standards Board (FASB) and the Governmental Accounting Standards Board (GASB) to help charter schools handle emerging accounting issues.

Tax

• Form 990 preparation
• Advice related to LLC’s and for-profit subsidiaries
• Applications for tax-exempt status
• Unrelated business income tax

Audit and attestation

• Financial statement audits
• Single audits pursuant to OMB Uniform Guidance (formerly Circular A-133)

Our charter school experts are here to help you fortify your business.