Business Details
41 Years
experience
Expert Accounting for Benefit Plans & Labor Organizations
Marshall & Moss has dedicated over four decades to delivering specialized accounting, auditing, and consulting services tailored to labor organizations and multiemployer benefit plans. Our firm combines deep industry expertise with personalized client attention, maintaining rigorous compliance with professional standards while addressing both immediate and long-term financial needs. With offices in New York City, Long Island City, and Westbury, we serve as trusted advisors to more than 14 labor organizations and employee benefit plans. Our teams combined 57+ years of experience ensures clients receive strategic guidance on financial reporting, tax planning, compliance audits, and third-party plan administration. We prioritize proactive tax strategies, forensic audits, and customized solutions that align with evolving federal and state regulations.As members of the AICPA, NYSSCPA, and IFEBP, we uphold peer-reviewed quality through annual continuing education and independent peer review programs. Our services extend to payroll compliance, expense allocation studies, and support for Form 5500, LM-2, and other critical filings. Client satisfaction remains central, demonstrated through our commitment to precision, transparency, and one-on-one consultation. We leverage advanced technology to streamline tax processing and provide timely research on regulatory changes impacting clients. This steadfast approach has established Marshall & Moss as a reliable partner for organizations seeking expertise in complex benefit plan administration and financial strategy.
Services
Accounting Services
Tax Services
Tax Planning
Incorporation Services
Consulting Services
Details
- Year established: 1985
Highlights and features
- We offer 57+ years of combined experience in multiemployer benefit plan accounting.
- Our team provides tailored solutions for complex compliance audits and tax planning.
- We maintain peer-reviewed quality standards through annual professional education.
- We specialize in third-party plan administration and forensic audit services.
- Our firm offers transparent, one-on-one consultation for every client.
Associations and certifications
- AICPA
- NYSSCPA
- IFEBP
Services
Accounting Services
We provide comprehensive accounting and auditing services, including financial statement preparation, internal control reviews, and CFO/Controller outsourcing. Our expertise ensures compliance with industry-specific regulations for labor organizations and benefit plans. Clients benefit from tailored strategies that enhance financial transparency and operational efficiency.
Tax Services
Our tax services cover planning, return preparation, and representation for individuals and businesses. We specialize in minimizing liabilities through proactive strategies while ensuring compliance with evolving federal and state regulations. Clients receive year-round support for tax-efficient decision-making and audit readiness.
Incorporation Services
We assist in establishing LLCs, S-Corps, C-Corps, and nonprofits, including document filing and EIN acquisition. Our services ensure proper legal structure selection and compliance with state and federal requirements. Clients gain a solid foundation for business operations and regulatory compliance.
Consulting Services
Our consulting includes payroll compliance audits, expense allocation studies, and third-party plan administration. We deliver data-driven insights to optimize financial processes and regulatory adherence. Clients receive customized solutions for operational challenges and long-term growth planning.
Peer Review Programs
We participate in AICPA-mandated peer reviews to validate service quality and compliance. This voluntary process ensures adherence to professional standards and continuous improvement. Clients benefit from verified expertise and accountability in all accounting practices.
People
Frederick Moss
CPA
Frederick Moss brings decades of accounting expertise to Marshall & Moss, specializing in labor organization audits and compliance. His leadership ensures rigorous adherence to professional standards while delivering client-focused financial solutions.
Dennis Munch
CPA
Dennis Munch contributes extensive experience in tax planning and multiemployer benefit plan consulting. He focuses on proactive strategies to minimize liabilities while maintaining compliance with evolving regulatory frameworks.
Patrick Moss
CPA
Patrick Moss specializes in audit services and financial reporting for employee benefit plans. His expertise in SBIC compliance and internal control reviews ensures clients achieve operational efficiency and regulatory adherence.
Questions
What types of clients does Marshall & Moss serve?
We specialize in labor organizations and multiemployer benefit plans but also serve individuals and businesses with tax, accounting, and consulting needs.
How long has the firm been in operation?
Marshall & Moss has provided accounting and consulting services for over 40 years, with staff members having 57+ combined years in the industry.
Do you offer outsourced CFO/controller services?
Yes, we provide CFO/controller outsourcing as part of our comprehensive accounting services to support financial management needs.
Are your services available outside of New York?
While our offices are in New York, we serve clients nationwide through remote collaboration and digital reporting tools.
How do you ensure compliance with changing regulations?
We maintain memberships in AICPA, NYSSCPA, and IFEBP, complete annual continuing education, and undergo independent peer reviews to ensure compliance.
Can you assist with retirement plan administration?
Yes, we offer third-party plan administration services, including compliance audits, benefit calculations, and regulatory filing support.
