New York City Office

307 5th Avenue Floor 9
New York, NY 10016

Our Focus

The New York City location is home to experienced professionals who provide accounting, tax, and consulting services to public, private, not-for-profit enterprises, and individuals in a range of industries. Two areas of particular focus for the professionals in this office include private equity and Salesforce solutions.

Private Equity Solutions

Our team brings significant experience to serving private equity firms and their portfolio companies. With a deep understanding of industry nuances, we help clients manage costs, improve performance, and enhance value throughout the investment life cycle.

Our engaged, collaborative approach allows us to deliver advisory solutions that address the unique challenges faced by private equity clients, enabling them to navigate complexity and seize opportunity with confidence.

We offer a broad range of services, including:

  • Due diligence, including financial, tax, IT, cybersecurity, and HR
  • Valuations
  • M&A tax
  • Merger management

Salesforce Solutions

In addition to industry expertise, our New York office includes consulting practitioners with deep Salesforce experience. We offer innovative technology services and products designed to empower organizations to harness the full potential of their data.

We help clients turn data into actionable insights, creating a 360-degree view of their customers that drives collaboration across sales, marketing, finance, and IT. Our suite of customizable, Salesforce-native applications enables clients of all sizes to enhance customer engagement, streamline operations, and achieve strategic goals.

Partner in Charge

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.