Michael J. Peterson, CPA
Partner, Wipfli Advisory LLC
Michael Peterson is a partner who specializes in serving tax-exempt organizations with practical, forward‑looking tax guidance. He works closely with healthcare organizations, traditional nonprofits, private foundations and state‑chartered credit unions to navigate complex tax requirements and strengthen compliance.
Michael assists clients with a wide range of matters, including Form 990 preparation and review, organization structuring, unrelated business income analysis, 501(r) compliance and ongoing tax planning. He brings a clear, solutions‑oriented approach that helps organizations understand their obligations, identify risks and make informed decisions that support their mission.
Known for his responsiveness and commitment to quality, Michael focuses on delivering accurate, timely and usable advice that positions clients for long‑term stability. He partners with leadership teams, finance staff and boards to ensure they receive guidance that is both technically sound and aligned with organizational goals.
Michael’s work is grounded in a deep understanding of the Internal Revenue Code as it applies to tax‑exempt entities and a genuine dedication to helping mission‑driven organizations thrive.Credentials
- Certified Public Accountant
Professional Memberships and Activities
- American Institute of Certified Public Accountants (AICPA) - Member
- Minnesota Institute of Certified Public Accountants (MNCPA) - Member
Areas of Focus
- Nonprofit tax
- Health care tax
- IRS and state audit assistance
Education
University of Wisconsin-Eau Claire- Bachelor of science degree in business administration and accountancy
Recent Insights
Articles
How your nonprofit can get involved in opportunity zones
Aug 09, 2019
In The News
External News
Michael Peterson answers work from home tax, expense deduction questions
The Nonprofit Times | Jan 19, 2021
