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.

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2023 not-for-profit and higher education accounting and tax update

Featured

Outsourcing your accounting function: Making data-driven decisions while saving time and money

Tax Exempt Entities

Article

Building mission resilience: Enhancing cyber and fraud risk governance for not-for-profits

Resource

Baker Tilly Not-for-Profit (NFP) Online Journal

Not-for-profit governance and fiscal workshop 2025

Webinar

Innovative workforce strategies: Transforming organizational success

Webinar

2024 year in review: Not-for-profit and higher education update

Article

Fraud prevention strategies for not-for-profit organizations

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Combating NFP cybercrime with a proactive cybersecurity strategy

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The pivotal role of culture during not-for-profit mergers and acquisitions

It’s not just about the numbers: The pivotal role of culture during mergers and acquisitions

Webinar

Not-for-profit governance and fiscal workshop 2024

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Why not-for-profit organizations should consider outsourcing their accounting office

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Strategic board involvement: Steps for effective NFP board governance during a merger or acquisition

Strategic board involvement: Steps for effective not-for-profit board governance during a merger or acquisition

Article

Tax-exempt organizations have a new cash flow opportunity

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Wooden tangram puzzle in the shape of a house

Meeting the demand: bring in the reinforcements for grants, contributions and other revenues

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Team of business professionals meet together discussing goals and services

Accounting and tax best practices for your not-for-profit in 2024

Webinar

2023 not-for-profit and higher education accounting and tax update

Article

Direct mail contracts: sales tax implications for not-for-profit organizations

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Private foundation: Common self-dealing issues

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Pledges and donor advised funds don’t mix

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

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