Moss Adams LLP

Moss Adams LLP is a prominent accounting firm dedicated to providing comprehensive accounting, consulting, and wealth management services to middle-market businesses and individuals across various sectors. Moss Adams LLP, founded in 1913, is a leading provider of accounting and consulting services, headquartered in Seattle, US. The firm has undergone strategic growth, and as of April 2025, is set to merge with Baker Tilly US, enhancing its service offerings. The firm operates offices in key locations such as San Francisco, Portland, and Los Angeles.

Moss Adams offers a comprehensive suite of accounting, consulting, and wealth management services tailored for middle-market businesses, families, and individuals. Their core product offerings include assurance services, tax compliance and planning, consulting on strategic operations, and investment advisory tailored to meet the specific needs of clients across various industries. These services are designed to address the complexities of financial management and long-term planning, empowering clients to navigate challenges and seize opportunities within their markets. The firm serves a diverse client base, including sectors such as healthcare, manufacturing, not-for-profit organizations, and technology, highlighting its adaptability to various business needs.

Geographically, Moss Adams operates across multiple markets in the United States and has extended services to international clients, leveraging its expertise to provide localized solutions wherever necessary. Moss Adams derives its revenue through a structured framework of service agreements with its clients, primarily through consulting engagements, assurance projects, and tax service contracts. Client transactions typically involve a service-based pricing model, where fees are determined based on the type and scope of services rendered. For instance, assurance services may be billed per engagement, while tax consulting could involve annual retainer arrangements.

In the investment advisory space, Moss Adams may operate on a fee-based model linked to the assets under management. The firm is committed to delivering value through its flagship offerings, including proprietary tax strategies and specialized consulting services aimed at enhancing financial performance for its clients. In April 2025, Moss Adams will merge with Baker Tilly US, aiming to support their growth trajectory and platform innovation. This strategic move is designed to enhance their service capabilities and expand their market reach.

The firm plans to focus on launching new products and services tailored to the evolving needs of their clients, with specific expansion initiatives targeting markets in the Midwest and Southeast regions of the United States post-merger.