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Serving Those Who Serve Others

Not-for-Profit & Education at Tanner

At Tanner, we’re passionate about supporting mission-driven organizations that create impact
in their communities, classrooms, and beyond. For over 40 years, we’ve partnered with
nonprofits and educational institutions across the country, from grassroots groups with
$100,000 in revenue to complex organizations exceeding $1.5 billion. Whether you’re a local
animal shelter, a university, or a healthcare provider, we understand your unique challenges and
we’re here to help you navigate them with confidence.

Who We Serve

Our clients include:

  • Religious organizations and faith-based groups
  • Museums and cultural institutions
  • Private and community foundations
  • Health and welfare nonprofits
  • K-12 private schools and private universities
  • Research and scientific organizations
  • Trade associations and member-based groups
  • Housing and fundraising entities
  • Social and country clubs
    …and many more.

How We Support You

We provide more than just audit and tax services. Our team is trained specifically in the not-for-profit and education space, so you won’t need to “teach” us what makes your organization unique. We regularly work on:

Financial statement audits, reviews, and compilations

Uniform Guidance and Yellow Book audits

IRS Forms 990 and 990-T

Tax-exempt status questions

Mergers, accounting complexities, and internal controls

403(b) and 401(k) plan audits

IT security and risk assessments

Outsourced accounting and controller support

Tech-driven financial process improvements

A Team That Gives Back

Our commitment to nonprofits goes beyond client work. We host free annual training to share insight on timely topics, highlight inspiring organizations through our Tanner Impact Podcast, and actively serve in the community – volunteering time, participating in service projects, and holding board positions across a range of causes.

Let’s Work Together To
Amplify Your Impact.

With Tanner, you work directly with decision-makers and a team that truly cares. We offer the expertise of a large firm, but with a personal, responsive approach that reflects our deep respect for the missions you pursue.

Find Out How

Our Nonprofit Assurance Experts

Insights

Nonprofit outsouRced accounting: How and WHen

When hiring an accountant, especially if you’re not familiar with accounting, there are many factors to consider. You can choose…

A New Approach to Nonprofit Expense Management

There’s more to consider when it comes to nonprofit expense management than simply cutting vendor costs. It’s about eliminating the…

Influence
Podcast

Interviews and conversations with some of the leading entrepreneurs, founders, and luminaries in the industry.

Impact
Podcast

Experiences of not-for-profit organizations that are having a significant impact in our communities.

View All Insights