Unlock real value and insights from your assurance
Tax and assurance for education isn’t just about compliance; it’s about opportunity.
Your financial statement and uniform guidance audits can give you greater insight into how to improve your institution’s operations. And proactive tax support can help maximize energy incentives as you expand your facilities.
Wipfli is ready to help you take advantage of the opportunities available with education assurance and tax services tailored to institutions.
Why Wipfli?
As a top 25 accounting firm, Wipfli combines years of assurance experience, deep tax knowledge and former educational institution professionals to support your needs. We take a comprehensive approach, helping you uncover would-be challenges and providing practical guidance on addressing them.
Our tax and assurance services for education include:
Audit and assurance
Wipfli’s audit team brings extensive experience in helping educational institutions navigate financial statement audits, uniform guidance and internal controls studies.
Energy tax incentives
From planning to filing, Wipfli can support your institution’s energy project. Our team includes architecture, engineering and tax professionals, helping you get the full value of potential credits.
Outsourced finance services
Let Wipfli help you navigate increasingly complex financial management with our outsourced financial services. Our team of accountants, advisors and financial specialists can perform or augment your financial team’s day-to-day functions so that you can focus on supporting your students.
Accounting services
Wipfli provides more than just reporting with our accounting services. Our experienced professionals apply their specialized knowledge to support you with practical financial planning guidance and insights into how you can improve your financial processes.
Our team
Kimberly Dare, CPA, CFE, CGMA
Kimberly Dare provides high-quality auditing and consulting services to local governments and nonprofit organizations. She is a regional leader within Wipfli LLP’s nonprofit and government practice. Kimberly has vast audit and consulting experience in a wide range of industries, with specialized knowledge relating to governmental and nonprofit organizations. In addition to her auditing experience, she has performed a number of forensic accounting engagements.
Rachel J. Most, CPA
Rachel Most is a partner in Wipfli’s audit and accounting practice and the leader of the Philadelphia region’s nonprofit practice. She has more than 19 years of public accounting experience. She has extensive experience in coordinating and managing client attest engagements, including audits, reviews and agreed-upon procedures.
Michael J. Peterson, CPA
Michael Peterson is a senior tax manager specializing in tax-exempt organizations. He works closely with healthcare, traditional nonprofits, private foundations and state chartered credit unions regarding tax planning and compliance. Whether preparing Form 990s, helping set up new tax-exempt organizations, or navigating the complex Internal Revenue Code applicable to tax-exempt organizations, Michael is concerned with providing the highest level of quality and service.
Craig Hirt, CPA
Craig Hirt, a partner in Wipfli’s nonprofit and government industry practice, specializes in audits and reviews of community-based nonprofit organizations and nonprofit and for-profit companies with grant funding. Craig is a member of Wipfli’s internal inspection team and a member of Wipfli’s nonprofit and government practice’s Technical Issues Committee.
Scott Duenser, CPA
Scott Duenser is a partner and certified public accountant with more than 25 years of experience who works with governmental and not-for-profit clients to improve financial reporting and internal controls. Scott provides guidance to clients regarding the implementation of new accounting standards and develops strategies to streamline processes and internal controls.
Robert T. Ganschow, CPA, CFE
Rob Ganschow is an audit partner in Wipfli LLP’s nonprofit and government practice in the Western Region. He has been providing high-quality auditing and consulting services to local governments, higher education institutions, and other nonprofit organizations for over 20 years. Rob has extensive audit and consulting experience with a wide variety of governmental and nonprofit organizations.
