Tax and assurance for education

Tax and assurance for education isn’t just about compliance; it’s about opportunity. Look to required audits to provide deeper insight into your institution’s operations, and proactive tax support to deliver financial incentives to support your projects and growth.

Energy advisory
Energy tax incentives guide

What you need to know to claim the most valuable energy incentives in 2026. 

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:

Wipfli’s audit team brings extensive experience in helping educational institutions navigate financial statement audits, uniform guidance and internal controls studies.

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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.

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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.

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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.

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Insights and resources

  • construction workers on a solar panel

    CASE STUDY

    Making the most of every dollar

    Nicolet Union High School District leveraged Wipfli’s knowledge of energy incentives and tax credits to help fund sustainable energy projects and facility upgrades.

  • Shot of two businesspeople working together on a digital tablet in an office

    ARTICLE

    What’s not going away: Energy tax credits and incentives that survived the OBBB

    Not all energy tax credits are going away. Learn what’s still available — and how to take advantage of them.

  • A confident young adult African American female medical school student gestures as she responds to a professor's question during class.

    ARTICLE

    How public schools can still secure clean energy tax credits after the One Big Beautiful Bill Act

    The OBBB means that certain clean energy tax credits will now expire sooner. What should school districts do to claim the credits before time runs out?

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Reach out to our team

Let’s talk about how you can use your audit and assurance processes to deliver operational insights or discover whether you qualify for the valuable clean energy tax incentives available to educational institutions. 

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Let Wipfli help you improve student support, protect your assets and transform your infrastructure.