Brittany Mergen is the Office Partner-in-Charge at Sorren’s Madison office, where she leads with deep expertise in nonprofit taxation and compliance. She partners with charities, associations, and grant-funded organizations to maintain their tax-exempt status, strengthen financial reporting, and align their financial strategies with their missions. Brittany is especially skilled in helping volunteer-run organizations navigate challenges, such as lapses in tax-exempt status. She has successfully guided numerous clients through the reinstatement process and developed long-term plans to maintain compliance and financial stability. Her proactive approach ensures that nonprofits are well-positioned for grant applications, donor transparency, and mission fulfillment. Clients rely on Brittany for practical, straightforward advice, particularly when weighing unrelated business income activities or enhancing return disclosures to stand out in competitive funding environments. Her work helps organizations stay focused on what matters most: their impact.

Education:

• Master’s degree in Professional Accounting – University of Wisconsin, Milwaukee
• Bachelor’s degree in Accounting – University of Wisconsin, Milwaukee

Professional Designations / Civic Associations:

• Certified Public Accountant – Wisconsin
• Member, Wisconsin Institute of Certified Public Accountants (WICPA)
• Member, American Institute of Certified Public Accountants (AICPA)