Photo of Jacob Tate
Jacob Tate
Director
CPA
jacob.tate@mossadams.com
(945) 221-2465
My Profile

Industry Expertise

Aerospace & Defense Construction Manufacturing & Consumer Products Technology Transportation & Logistics

Practice Focus

Financial Services Consulting

Biography

Jacob’s experience in transaction services, corporate development, and public accounting began in 1996. He works with private equity, corporations, and other business advisors to assist with buy-side and sell-side financial due diligence, closing submission support, and other transaction-related advisory services. Jacob has worked mainly within the manufacturing, distribution, construction, and technology industries.

Before joining Moss Adams, Jacob worked as a transaction professional and auditor with the Big Four and other firms. Additionally, Jacob served five years as a director of corporate development for a payment processing company.

Jacob is also a veteran serving eight years in the Army National Guard.

Professional Affiliations

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

Education

  • BBA, accounting, University of Oklahoma

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.