Moss Adams / Baker Tilly vs AE Tax Advisors: Compare Scope
By AE Tax Advisors ยท Published 2026-08-15
Updated November 8, 2026.
Moss Adams and Baker Tilly now operate under the Baker Tilly name. A comparison should use the combined firm's current proposal, not assume the old Moss Adams organization and service arrangements remain unchanged.
AE Tax Advisors publishes this page and is one of the providers being compared. We have not independently evaluated another firm's service delivery or assigned a customer rating.
Start with the job you need done
Baker Tilly's public announcement describes tax, assurance and advisory capabilities for the middle market. Ask the relevant team to define the actual deliverables, jurisdictions, staffing and timeline for your engagement.
AE Tax Advisors focuses on tax planning and compliance work for business owners and real-estate investors. Review the current service prices and written engagement to distinguish advisory work from returns, amendments, cost segregation and additional projects.
Use the same questions for both firms
- What exact written plan, report or return will be delivered?
- Who leads, reviews and signs the work?
- Which legal, assurance or specialist tasks require another engagement?
- Who implements recommendations and answers follow-up questions?
- What are the first-year, continuing and additional-project fees?
A firm's size does not establish responsiveness, price or the quality of the particular team. Avoid comparing an individual tax-planning proposal with a broader assurance or transaction engagement as if they were interchangeable.
Real estate and depreciation questions
If a property study is part of the work, confirm the methodology, source documents, asset classifications and reconciliation to basis. Identify who evaluates deduction usability, prepares any Form 3115 and implements the fixed-asset schedule.
Ask for the applicable audit-support scope and exclusions. A study report does not guarantee IRS acceptance or a current tax saving, regardless of the provider.
Fees and transition
Obtain the current Baker Tilly quote from the team you would hire. Do not treat an old Moss Adams fee or an illustrative industry range as the price of your engagement.
For AE, published fees are a starting point; the written scope controls. Confirm the period of support and the separately billed work before switching. Request copies of prior returns, elections, basis records and carryforward schedules so that a transition does not lose tax history.
Review the broader alternatives checklist or discuss AE's scope. Choose the team that can document the work your facts require.
Frequently Asked Questions
Is this an independent ranking?
No. AE Tax Advisors publishes this commercial comparison and is one of the providers discussed.
Does a larger firm automatically cost more?
No. Compare the actual proposal and team for the same scope and time period.
What should I preserve before switching accountants?
Keep prior returns, elections, basis and depreciation schedules, carryforwards and relevant supporting records.
Sources and update notes
Source references and the changes described in this guide were checked November 8, 2026. Published by AE Tax Advisors; see our editorial policy. Examples are illustrative and require review of your records before filing.