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Moss Adams

Mid-market accounting, tax, advisory services

Overview

Moss Adams and Baker Tilly have joined forces to provide accounting, tax, and advisory services for the middle market. Together they offer more than 11,000 professionals across 90 locations nationwide, delivering industry-focused insights and comprehensive solutions that cover assurance, tax planning and compliance, and strategic advisory. The approach relies on multidisciplinary teams and extensive resources to tailor guidance to each client’s needs, enabling organizations to manage risk, improve performance, and pursue growth. The collaboration differentiates itself through its breadth of expertise and geographic reach, combining Moss Adams’ regional strengths with Baker Tilly’s larger platform to provide deeper capabilities and cross-functional support. The goal is to unlock the power of possibility for businesses ready to move forward, helping clients embrace what’s next with practical, holistic advice.

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About Moss Adams

Simplify's Rating
Why Moss Adams is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

ConsultingFinancial Services

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, WA

Founded

1913

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What believers are saying

  • Baker Tilly said October 27, 2025 the combined firm is now one national platform.
  • Expanded assurance, tax, Salesforce, and NetSuite capabilities broaden cross-sell into middle-market clients.
  • Hellman & Friedman-backed financing gives the platform capital for acquisitions through 2027.

What critics are saying

  • Threadline Wealth spun out March 2026, stripping recurring wealth-fee revenue and referrals.
  • July 2026 Barry Burns litigation keeps labor claims alive until January 2027 mediation.
  • Baker Tilly integration can trigger partner defections; losing top rainmakers would break the merger thesis.

What makes Moss Adams unique

  • June 3, 2025 combination with Baker Tilly created a sixth-largest U.S. advisory platform.
  • Moss Adams brought deep West Coast middle-market client relationships and industry specialization.
  • Its CPA-led model still differentiates it from pure-play consulting and wealth competitors.

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Benefits

  • Performance Bonus

Growth & Insights and Company News

6 month growth

0%

1 year growth

-21%

2 year growth

-21%
NASBA
Nov 3rd, 2026
Three Distinguished leaders honored for service and contributions to the accounting profession.

Three Distinguished leaders honored for service and contributions to the accounting profession. NASHVILLE, TENN. (Nov. 3, 2026) - The National Association of State Boards of Accountancy (NASBA) recognized three outstanding leaders - Laurie J. Tish, CPA, Sharon A. Jensen, CPA, and David (Dave) Sanford, CPA - on October 27 during its 119th Annual Meeting in Litchfield Park, AZ. Presented annually, the awards honor individuals whose leadership, dedication and professional contributions have strengthened accounting regulation, advanced the profession and supported NASBA's mission. The William H. Van Rensselaer Public Service Award was presented to Laurie J. Tish, CPA, of Vashon Island, WA. The award recognizes individuals whose contributions have advanced the accounting profession, strengthened state board programs or improved accountancy regulation through legislative and regulatory initiatives. Tish is a recently retired partner with Moss Adams LLP, and a past chair of NASBA. Among her many accomplishments, she played an instrumental role in advancing CPA Evolution, spearheaded NASBA's Accountancy Licensee Database and CPAverify initiatives, strengthening state board regulation and public protection, as well as led NASBA during the unprecedented challenges of the COVID-19 pandemic. A nationally recognized instructor and speaker on topics such as government accounting and auditing standards, she is a former member of the Washington State Board of Accountancy and a past chair of the Washington Society of CPAs Government Accounting and Auditing Committee. She also served for 25 years as a technical reviewer for the Government Finance Officers Association, and for a term on the AICPA Professional Ethics Executive Committee. Recently, she completed a term on the AICPA Auditing Standards Board (ASB) and continues to serve on the ASB's Environmental, Social and Governance (ESG) Task Force. The NASBA Distinguished Service Award was presented to Sharon A. Jensen, CPA, of Billings, MT. Established in 1999, the award recognizes individuals whose dedication and leadership have strengthened NASBA's mission and the accounting profession. Jensen is a finance and accounting consultant specializing in strategic initiatives, U.S. and international regulatory accounting. She is a former director-at-large and Central regional director of NASBA, and a past chair of the Minnesota Board of Accountancy. She was also a NASBA representative on the AICPA's Professional Ethics Executive Committee. From 2016-2024, Jensen served as chair of the NASBA/AICPA International Qualifications Appraisal Board (IQAB) where she was instrumental in facilitating Mutual Recognition Agreements with professional accounting organizations in Australia, New Zealand, Canada, Ireland, Scotland and South Africa, creating pathways for qualified accounting professionals to have their credentials recognized internationally. The Lorraine P. Sachs Standard of Excellence Award was presented to David (Dave) Sanford, CPA, of Tamuning, GU. Named in honor of NASBA Executive Vice President Emerita Lorraine P. Sachs, the award recognizes state board executives and administrators committed to improving accountancy regulation. Sanford has served as executive director of the Guam Board of Accountancy since 2004. Under his leadership, Guam has strengthened its regulatory operations and expanded its role as a major international CPA Examination testing location, serving candidates throughout Asia and the Pacific. He has also championed the Guam Accountancy Endowment Fund, helping direct hundreds of thousands of dollars in board contributions to support the University of Guam's accounting program and develop future CPAs. Sanford's professional service includes membership on NASBA's Examination Administration, Executive Directors and Communications committees, involvement in the administration of the Guam Society of CPAs since 1980 and service on the AICPA Governing Council from 2003-2012 and 2024-2026.

TradingView
Sep 25th, 2026
CBB Bancorp, Inc. announces appointment of Jeffrey D. Green to Board of Directors and Audit Committee Chair role.

CBB Bancorp, Inc. announces appointment of Jeffrey D. Green to Board of Directors and Audit Committee Chair role. CBB Bancorp, Inc. (the "Company") (OTCQX: CBBI), the parent company of Commonwealth Business Bank (the "Bank"), today announced the appointment of Jeffrey D. Green to its Board of Directors and the Board of Directors of the Bank. Mr. Green will also serve as Chair of the Board's Audit Committee, effective October 1, 2026. Mr. Green has more than 30 years of experience in public accounting, corporate governance, financial reporting, regulatory compliance, enterprise risk management, and financial services leadership. Most recently, he served as an independent director and Audit Committee Chair of HomeStreet, Inc., where he was designated as the Audit Committee Financial Expert. Prior to his board service, Mr. Green spent more than three decades at Moss Adams LLP, now Baker Tilly US, LLP, where he retired as a Partner after serving in several leadership roles, including Financial Institutions National Practice Leader and Everett Office Managing Partner. "We are pleased to welcome Mr. Green to our Board," said Soon Han Pak, Chair of both the Company and the Bank. "Mr. Green has earned a reputation as a trusted advisor, accomplished governance leader, and financial expert. His experience advising financial institutions and leading public company audit functions will be a tremendous asset to our Board and stockholders." With this appointment, the Company further strengthens its Board with deep financial expertise and governance experience that will support its long-term strategy and continued commitment to serving its customers, communities, and stockholders. ABOUT CBB Bancorp, Inc. CBB Bancorp, Inc. is the holding company of Commonwealth Business Bank, a full-service commercial bank which specializes in small-to-medium-sized businesses and does business as "CBB Bank." The Bank has twelve full-service banking offices in Los Angeles and Orange Counties in California, Dallas County in Texas, Honolulu in Hawaii, Bergen County in New Jersey, and Queens County in New York. The Bank also operates three SBA regional offices in Los Angeles, Dallas, and Bergen Counties, as well as loan production offices in California, Georgia, Texas, and Virginia. For additional information, please go to www.cbb-bank.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260924403957/en/

ETFDailyNews.com
Oct 4th, 2025
Ares Management Corporation $ARES Shares Acquired by HB Wealth Management LLC

Moss Adams Wealth Advisors LLC acquired a new stake in Ares Management in the second quarter worth about $209,000.

Baker Tilly
Jun 5th, 2025
Baker Tilly and Moss Adams to Combine to Create an Industry-Defining Advisory and Accounting Firm in a Strategic Merger Backed by Hellman & Friedman | Baker Tilly

Expanded industry specialization, geographic reach and private equity investment position the firm for long-term growth and innovation.

BizTimes Media
Apr 10th, 2025
Report: Baker Tilly in talks for merger with Moss Adams

Chicago-based accounting firm Baker Tilly is in talks to merge with Seattle-based Moss Adams, according to reports from the Wall Street Journal and others.

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