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Press Release
Moss Adams Wealth Advisors appoints Erica Coogan as new partner in charge
Moss Adams Wealth Advisors, a leading provider of investment management and personal financial planning strategies, appoints Erica Coogan as the new partner in charge. Read the release.
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Eric Miles Steps into Role as CEO and Chairman of Moss Adams
Eric Miles, the new chairman and CEO of Moss Adams, will lead the firm in an era of rapid innovation and growth.
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Moss Adams Welcomes New Tax Partner Josh Grossman in San Francisco
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Policies and Procedures Consulting
Improve operational efficiency and effectiveness by systematically capturing your institutional knowledge and evaluating documentation processes.
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Financial Statement Audits
We focus on the areas of greatest risk to your business to deliver solutions tailored to you and the users of your financial statements.
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Controversy & Dispute Resolution
Our Tax Controversy & Dispute Resolution services help you resolve local, state, and federal audits, controversies, and other procedural matters.
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Disaster Relief Tax Credit
Keep your business moving if it became inoperable during the COVID-19 pandemic—or sustained damage from a hurricane, wildfire, or other qualified event.
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Research & Development
Explore R&D credits that deliver savings to businesses that design, develop, or improve products, processes, software, and more.
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International Tax
Prepare for the potential global tax complications facing companies that operate across borders.
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Personal Tax Planning
Moss Adams personal tax service CPAs can help you explore your tax-saving opportunities and develop your tax strategy.
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Voluntary Disclosure Agreements
A VDA, an agreement between your business and tax jurisdictions, can help avoid tax compliance issues and reduce audit lookback periods.
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Tax Credits by State
Explore research and development tax opportunities at the state level.
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Latin America Practice
Whether you’re conducting business in Mexico or South America or a Latin America-based company, we can help navigate your global business goals.
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Dashboarding & KPIs
Implement a data solution that delivers customized dashboard and reporting tools showcasing high-value data specific to succeeding in your field.
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Enterprise Systems
Move your organization forward by leveraging new enterprise systems that can automate processes and enhance reporting.
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Oilfield Services ERP
Powered by Netsuite, our Enterprise Resource Planning (ERP) system allows you to manage your oilfield services company’s data in real time across multiple locations.
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Risk & IT Compliance
Streamline your compliance plan, save time and resources, and reduce disruptions to your organization with a custom, risk-based approach.
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SOC 2 Plus
In one integrated internal control report, a SOC 2+ report addresses regulatory risks that overlap with compliance frameworks such as FedRAMP and HIPAA.
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SOC for Cybersecurity
Identify and contain potential cyberthreats with a SOC examination for cybersecurity.
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Performance Audits
Demonstrate performance levels, accountability, and transparency of your organization through an independent audit of your operations.
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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.