Kerri Bogda has more than 25 years of professional tax experience, including research, planning and compliance. Since joining Baker Tilly in 2008, Kerri has focused on her main practice area of not-for-profit organizations. She has considerable experience in public charities, membership organizations, VEBAs and private foundations. Kerri’s main client industries include senior living, higher education healthcare and other not-for-profit sectors. Her expertise also includes high net-worth individuals and trusts.

Kerri Bogda has more than 25 years of professional tax experience, including research, planning and compliance.

Master of Taxation
George Washington University 

Bachelor of Fine Arts
New York University

Manages the not-for-profit practice for the East Region, which includes approximately 500 not-for-profit clients and 1,200 Forms 990, 990-T and 990-PF

Provides client consulting services such as tax check-ups and UBI studies 

Serves as an advocate for both not-for-profit and individual clients during the IRS field audit process

Prepares clients’ tax-exempt status applications 

Reviews state sales tax exemption applications

Advises clients on tax questions/issues and prepares tax memorandums and other research documents

Trains external and internal clients on basic and complex Form 990 compliance

American Institute of Certified Public Accountants

Pennsylvania Institute of Certified Public Accountants 

Speaks at both internal and external conferences on topics related to specialized industry filings

Court Appointed Special Advocates of Lancaster County, Finance Committee

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