Business Details
Your Trusted Partner for Accounting & Advisory Solutions
For over a century, Plante & Moran has built a legacy of trust and expertise by prioritizing client relationships and delivering tailored solutions. Our firm combines deep industry knowledge with innovative strategies to address complex challenges in audit, tax, consulting, and wealth management. With nearly 4,000 professionals, we serve clients globally while maintaining a personal approach that emphasizes collaboration and long-term success. Our commitment to quality is reflected in our recognition as a top firm by industry leaders and our consistent focus on advancing client goals.We leverage advanced technologies and a holistic understanding of business needs to provide actionable insights that drive growth and operational excellence. Our team of certified experts brings decades of experience across diverse sectors, ensuring clients receive strategic guidance aligned with evolving regulatory and market landscapes. This enduring dedication to excellence has earned us a place among the nation's largest and most respected professional services firms.
Services
Audit
Tax
Consulting
Wealth Management
Employee Benefit Plan Audit
Financial Statement Audit
International Audit
SEC Surprise Audit
Single Audit
Tax Controversy Services
Highlights and features
- We offer over 100 years of proven expertise in accounting and advisory services
- Our team of 4,000 professionals delivers industry-specific solutions tailored to client needs
- Client-first approach prioritizes long-term relationships over transactional interactions
- Recognized as one of the nation's largest and most innovative accounting firms
- Integrated technology platforms enhance audit quality and tax compliance outcomes
Associations and certifications
- People magazine's Companies that Care
What people say
Trusted advisors
Timely and comprehensive advice
Innovative recommendations
Deep industry knowledge
Proactive problem-solving
Services
Audit
Our audit services provide comprehensive financial examinations that ensure regulatory compliance and enhance business decision-making. We combine technical expertise with industry-specific knowledge to deliver actionable insights that improve financial accuracy and operational efficiency. Our team works closely with clients to identify risks, strengthen internal controls, and maintain transparency with stakeholders.
Tax
We offer strategic tax planning and compliance solutions that optimize tax positions while minimizing liabilities. Our specialists stay current with evolving regulations to provide proactive guidance on federal, state, and international tax matters. From corporate tax planning to personal tax strategies, we help clients navigate complex tax landscapes with confidence.
Consulting
Our consulting services focus on driving organizational growth through data-driven strategies and operational improvements. We partner with clients to address challenges in risk management, digital transformation, and supply chain optimization. Our holistic approach combines technical expertise with practical solutions to enhance business performance and sustainability.
Wealth Management
We provide personalized wealth management solutions that align with individual financial goals and life aspirations. Our services integrate investment advisory, estate planning, and tax strategies to create comprehensive financial roadmaps. We emphasize long-term relationships and tailored approaches to help clients build and preserve wealth across generations.
Tax Controversy
Our tax controversy specialists resolve complex disputes with tax authorities through strategic representation and technical expertise. We handle federal and state audits, penalty negotiations, and appeals with a focus on minimizing liabilities and protecting client interests. Our team includes experienced CPAs and attorneys who navigate intricate tax regulations to achieve favorable outcomes.
People
Jason Drake
Managing Partner
Jason Drake leads Plante & Moran with over 25 years of experience in public accounting. His expertise spans audit services, financial reporting, and professional standards, with a focus on delivering client-centric solutions that drive business growth and compliance.
Curtis Ruppal
Group Managing Partner
Curtis Ruppal oversees tax services at Plante & Moran, bringing extensive experience in international tax planning and compliance. He specializes in helping multinational corporations navigate complex tax regulations while optimizing their global tax positions.
Dennis Bagley
Partner
Dennis Bagley specializes in consulting services with a focus on digital transformation and operational excellence. He helps clients leverage technology to improve business processes and achieve sustainable growth through innovative solutions.
Questions
What industries does Plante Moran specialize in?
We serve over 20 industries including automotive, construction, healthcare, financial services, and not-for-profit organizations, providing tailored solutions that address sector-specific challenges and opportunities.
How does Plante Moran ensure audit quality?
Our audit quality is maintained through continuous staff training, adherence to professional standards, and a dedicated professional standards department that supports industry-specific teams with technical expertise.
What tax services are available for international businesses?
We offer comprehensive international tax services including compliance, planning, and controversy resolution, helping businesses navigate cross-border tax complexities and optimize global tax strategies.
How does the wealth management approach differ from competitors?
Our wealth management services focus on personalized, goals-based planning that integrates investment advisory, estate planning, and tax strategies to create holistic financial solutions tailored to individual client needs.
What technology solutions are integrated into services?
We utilize advanced audit and tax technologies, data analytics platforms, and cybersecurity tools to enhance service delivery, improve accuracy, and provide actionable insights for better business decisions.
How does Plante Moran support professional development?
We invest in continuous learning through training programs, mentorship opportunities, and career development resources that help professionals grow their skills and advance within the firm.
