Baker Tilly

Baker Tilly is an advisory, tax, and assurance firm built around middle-market organizations, with industry coverage the firm describes as spanning 30+ sectors. Attest work is performed by Baker Tilly US, LLP, a licensed independent CPA firm. Tax and business advisory services are provided by Baker Tilly Advisory Group, LP and its subsidiary entities, which are not licensed CPA firms. The two operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct.

The assurance line covers financial statement audit, employee benefit plan audit, public company audit under SEC and PCAOB rules, single audits and federal awards compliance audits, System and Organization Controls (SOC) reporting, ASC 606 revenue recognition, ASC 842 and GASB 87 lease accounting, international audit, and financial statement preparation, compilation or review.

Consulting and tax work spans CFO advisory, outsourced accounting and managed services, real estate advisory, transaction advisory and M&A, valuation and corporate finance advisory, credits and incentives including research and development credits, enterprise risk management, construction risk management, fraud and forensic investigations, and private wealth and family office services.

The firm says it has local market presence and clients across all 50 states, backed by professionals in the U.S. and in global financial centers, and is an independent member of Baker Tilly International, a network in which each member firm is a separate legal entity. Its government services practice reports 3,500+ current government clients and 350+ team members including 80 principals and directors. No fees, firmwide headcount, or dedicated real estate practice page appear on the pages reviewed, so scope and pricing have to be confirmed with the firm.