Biography

Andy has worked in public accounting with Moss Adams since 1995. He is a leader in our Tax Services practice and is the firmwide leader for public and private company financial statement reporting of income taxes (ASC 740). He also specializes in the areas of share-based compensation, internal controls, and valuation allowances. Andy has been awarded the firm’s Technical Excellence Award for tax services twice—once in 2005 and again in 2010.

His experience includes:

  • Conducting researching and planning for individual and corporate tax issues
  • Reviewing tax returns and tax-related disclosures to financial statements for public and private companies
  • Implementing and testing internal controls and SOX 404 reporting requirements related to income taxes for public (accelerated and nonaccelerated filers) and private companies
  • Developing tax planning strategies and reorganizations
  • Representing clients before the IRS and state tax agencies

His areas of focus include large corporate and partnership consolidations, formation and operation of privately held companies and limited liability corporations, and acquisition and liquidation or sale of domestic and international businesses.

Selected Speaking Engagements

  • Accounting for Income Taxes
    (Tax Executives Institute/Orange County Chapter, September 2017)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants

Education

  • BS, business administration, University of Washington

Insights from Andy Cates

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.