Baker Tilly | Advisory, Tax and Assurance (2024)

Table of Contents
Top five cybersecurity and IT audit trends that most impact an organization’s ability to respond to today’s challenges The basics of estate planning The evolving risk landscape 2022 year-end tax letter Alan Whitman, CEO, Baker Tilly Baker Tilly is growing to serve you better Baker Tilly acquires ACG, a Bay Area-based tax consultancy firm Baker Tilly enters Southwest U.S. with Arizona’s Henry+Horne Baker Tilly acquires True Partners Consulting Baker Tilly Acquires Consulting Firm Management Partners Baker Tilly combines with Seattle-based Bader Martin Baker Tilly Acquires Vanilla, Technology Leader in Enterprise Resource Planning Baker Tilly Acquires Orchestrate Healthcare Baker Tilly Creates Mortgage Center of Excellence with Acquisition of The Compliance Group Baker Tilly Enters Boston with Acquisition of The MFA Companies Baker Tilly Acquires Arnett Carbis Toothman, LLP in Mid-Atlantic Baker Tilly Expands in New York with Acquisition of Margolin, Winer & Evens Baker Tilly Acquires AcctTwo, the Leading Sage Intacct Partner 2023 IFS Global Sales Conference Services to meet your needs Assurance Baker Tilly Advantage Baker Tilly Digital Consulting Environmental, Social & Governance International Private Wealth Risk Advisory Tax Transactions Our industry specialization Construction Energy Family Business Financial Services Government Contractors Healthcare & Life Sciences Higher Education Manufacturing & Distribution Not-for-Profit Private Equity & Portfolio Companies Real Estate State & Local Government Global reach, local impact 700+ offices 120+ member firms Become part of our team

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Baker Tilly is growing to serve you better

Baker Tilly continues to invest in coast-to-coast and global advisory, tax and assurance capabilities to help enhance and protect our clients’ value.

  1. Baker Tilly | Advisory, Tax and Assurance (6)

    Baker Tilly acquires ACG, a Bay Area-based tax consultancy firm

    Combination gives Baker Tilly an edge in the Bay Area’s corporate tax space.

  2. Baker Tilly | Advisory, Tax and Assurance (7)

    Baker Tilly enters Southwest U.S. with Arizona’s Henry+Horne

    Henry+Horne brings Baker Tilly top-notch talent in a national hotspot for business

  3. Baker Tilly | Advisory, Tax and Assurance (8)

    Baker Tilly acquires True Partners Consulting

    Combination magnifies corporate tax and deepens tax talent coast to coast

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    Baker Tilly Acquires Consulting Firm Management Partners

    This combination will bring clients practical expertise and a shared commitment to public service.

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    Baker Tilly combines with Seattle-based Bader Martin

    Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) enters the Pacific Northwest with the acquisition of accounting firm Bader Martin, P.S. (Bader Martin) effective June 1.

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    Baker Tilly Acquires Vanilla, Technology Leader in Enterprise Resource Planning

    Vanilla is a Gold Channel Partner and 2021 Channel Partner of the Year of class-leading, cloud-based IFS Applications.

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    Baker Tilly Acquires Orchestrate Healthcare

    Combination scales firm’s data and digital technology capabilities for healthcare providers

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    Baker Tilly Creates Mortgage Center of Excellence with Acquisition of The Compliance Group

    Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) announces its intent to acquire California-based The Compliance Group (TCG), a one-stop-shop for mortgage lenders requiring regulatory compliance and seeking risk management. The combination will be effective Dec. 6, 2021.

  9. Baker Tilly | Advisory, Tax and Assurance (14)

    Baker Tilly Enters Boston with Acquisition of The MFA Companies

    Expansion positions Baker Tilly’s life sciences practice in 10 of the top 13 life sciences clusters in the U.S.

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    Baker Tilly Acquires Arnett Carbis Toothman, LLP in Mid-Atlantic

    Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) announces its intent to acquire West Virginia-based accounting and consulting firm Arnett Carbis Toothman, LLP (ACT) and its subsidiaries. The combination will be effective Nov. 1, 2021.

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    Baker Tilly Expands in New York with Acquisition of Margolin, Winer & Evens

    Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) announces its intent to acquire New York-based Margolin, Winer & Evens LLP (MWE), one of the largest regional accounting and business advisory firms in the Northeast. The combination will be effective Nov. 1, 2021.

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    Baker Tilly Acquires AcctTwo, the Leading Sage Intacct Partner

    Acquisition of Houston-based technology and services company creates a trifecta of best-in-class technology, implementation and outsourcing.

Baker Tilly | Advisory, Tax and Assurance (18)

Jan 19 | Conference

2023 IFS Global Sales Conference

Services to meet your needs

Our business is to know every aspect of yours. Explore the services we offer to meet your every need.

Assurance

Assurance

Baker Tilly pairs deep industry knowledge with service specialization to deliver high quality accounting and assurance services.

Baker Tilly Advantage

Baker Tilly Advantage

Let’s blaze the trail, together.

Baker Tilly Digital

Baker Tilly Digital

Embracing a “digital-first” approach means taking the lead, not falling behind.

Consulting

Consulting

Address challenges and uncover opportunities with consultants focused on protecting and enhancing your value.

Environmental, Social & Governance

Environmental, Social & Governance

Going beyond responsibility to value and opportunity, we provide comprehensive and industry-focused ESG program advisory and assurance from development to execution.

International

International

International companies turn to Baker Tilly for global foresight, insight and resources to help them stay ahead of, and quickly respond to, change.

Private Wealth

Private Wealth

At Baker Tilly, we believe a person's legacy isn't about being around forever, it's about creating something that will.

Risk Advisory

Risk Advisory

Baker Tilly addresses the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.

Tax

Tax

Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks

Transactions

Transactions

Baker Tilly works with clients on mergers, acquisitions, capital sourcing and markets, project finance, due diligence, valuation and transactions

Our industry specialization

Our years of experience across industries runs deep while we maintain a constant lookout for what's next. See what we deliver in your sector.

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    Construction

    Helping owners and executives of construction companies enhance performance, improve profitability, reduce costs and build connections to grow their business.

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    Energy

    With expertise in oil and gas, power and utilities and renewable energy, we provide a collective view with measurable results.

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    Family Business

    The stages of life and business can be unpredictable and disruptive. Baker Tilly’s family business team offers a range of innovative services to make the journey approachable and successful.

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    Financial Services

    The financial services industry continues to diversify, but competition and more complex vendor relationships make determining business strategy more complicated.

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    Government Contractors

    Baker Tilly helps government contractors nationwide address complex regulatory compliance, audit and other government oversight burdens.

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    Healthcare & Life Sciences

    Baker Tilly helps organizations win now, and explore the options for tomorrow, through an orchestrated approach and understanding encompassing all facets of the healthcare ecosystem.

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    Higher Education

    Higher education and research institutions advance student and institutional success by balancing competing priorities and effectively aligning limited resources.

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    Manufacturing & Distribution

    Helping manufacturing and distribution (M&D) companies reduce risk and improve efficiencies from the shop floor to the top floor.

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    Not-for-Profit

    We have a deep understanding of the issues not-for-profit organizations face, and the creativity and humanity required to thrive in your world.

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    Private Equity & Portfolio Companies

    From private equity firms and their portfolio companies to family office, Baker Tilly leverages industry knowledge and operational experience to offer clients value from the fund level down through the entire portfolio.

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    Real Estate

    Innovative solutions for developers, owners, investors and property managers.

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    State & Local Government

    Baker Tilly serves the advisory, accounting and assurance needs of states, cities, counties, townships, boroughs, villages and other municipalities across the U.S.

Global reach, local impact

We are an independent member of Baker Tilly International, the world’s 10th largest accountancy and advisory network. We share a dedication to exceptional client service, unmatched regional expertise and sustained community impact.

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700+ offices

Across more than 140 territories and a 38,000 global workforce

120+ member firms

10th largest international network

Become part of our team

Meet our people, see where we work and join a diverse, dynamic and growing organization that continually invests in advancing your skills and professional opportunities.

Baker Tilly  |  Advisory, Tax and Assurance (2024)
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