Closely-Held Business
Serving You and Your Family

You require a partner who understands your financial goals, business and personal situation. As your trusted advisor, we specialize in crafting customized solutions to support your professional success and collaborating with you and your family to provide financial security and peace of mind.

Crafting Unique Strategies

With more than 40 years of experience, our team has seen it all. We’re equipped to take high volumes of information and create personalized strategic plans for family-owned and closely-held businesses.

Creating Business Profit

Our critical thinking and expert counsel ensure we can help keep your business growing through the years.

Retaining Cash

We can identify effective tax strategies that maximize wealth preservation while minimizing external liabilities.

Generating Personal Wealth

Our team provides insights around succession planning and estate strategies so you can implement actionable solutions.

Tax Services

Our experienced tax advisors have helped our clients navigate tax complexities since 1981. From comprehensive tax credit strategies to strategic estate planning, our tailored tax solutions prioritize minimizing liabilities while preserving and enhancing your assets.

Business Tax

Our experts know how to develop tax strategies to guide your business through the challenges of complex tax laws and financial reporting requirements. Minimize your tax implications while maximizing your business’ long-term financial success.

Learn more about Business Tax.

Tax Credits and Incentives

We’re always looking to help you save. Our team works hard to identify available tax credits and incentives to reduce your tax liability and maximize your business’ financial potential.

Learn more about Tax Credits and Incentives.

Individual and Family Office Tax

We handle your individual and family office tax needs with precision and care, keeping your financial outlook at the center of everything we do. Our team has the knowledge and experience to help with anything from income tax preparation and tax projections to IRS representation.

Learn more about Individual and Family Office Tax.

Estate and Trust Planning

Our forward-thinking approach establishes lasting financial security for generations to come. We create thorough financial strategies, seamlessly integrating estate and trust tax compliance for a guaranteed, smooth transfer of assets.

Learn more about Estate and Trust Planning.

Assurance Services

Maintaining your business’ well-being is what we do best. Our tailored assurance strategies span financial statement reporting to employee benefit plan audits, so your business doesn’t just survive, it thrives.

Financial Statement Audit, Review and Compilation

From thorough audits to comprehensive reviews and compilations for your financial statements, we deliver financial transparency and ensure regulatory compliance.

Learn more about Financial Statement Audit, Review and Compilation services.

Employee Benefit Plan Audits

Leave an impact on your employees by protecting their futures. We’ll work with you to ensure your 401(k)s, pensions and health plans meet the Department of Labor’s current regulations and reporting requirements.

Learn more about Employee Benefit Plan Audits.

Advisory Services

Envision more for the future. Our broad team is ready to offer support beyond traditional tax and assurance services for you, your family and your businesses.

Financial Forecasts and Projections

We analyze your business model, employee turnover and operating expenses to fully understand and assess all costs. Our services identify potential concerns and areas to optimize cash flow, ensuring your business maintains financial control.

Learn more about Financial Forecasts and Projections.

Internal Audit Outsourcing

Take control of your operational procedures by leveraging an internal audit outsourcing partner. We can ensure your internal controls, corporate governance and accounting processes are efficient and align with current laws and regulations.

Learn more about Internal Audit Outsourcing.

IT Risk Assessments

Stay ahead in the digital era with our technology services and strategies. We offer guidance on emerging technologies, optimize IT infrastructure and improve cybersecurity.

Learn more about IT Risk Assessments.

Outsourced Accounting Services

Organizing your accounting goes beyond receiving timely, accurate information – it launches your business into the next growth phase. Our team provides regular and ongoing support to help maintain your financial stability throughout the year and keep your business on track.

Learn more about Outsourced Accounting Services.

Restructuring and Turnaround

Get access to our team for insights that ensure sound financial decision-making during difficult circumstances. From addressing damage to returning to operations, our guidance can help you through financial and operational issues.

Learn more about Restructuring and Turnaround.

Transaction Advisory Services

Close deals with confidence. Whether you need due diligence for an acquisition or insights on a potential divestiture, our team gives you the insights you need to make informed financial decisions.

Learn more about Transaction Advisory Services.

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What Our Clients Say

“I have been a Moore Colson client for over 35 years. Our relationship has always been mutually beneficial, and I consider them my most trusted advisors.”
– Hal L., Chief Financial Officer
Distribution Industry

The Moore Colson Closely-Held Business Team

Get to know the experts ready to uncover new opportunities for your business. This team is ready to take your financial stability and success to the next level.

Image of Andy Starnes
Andy Starnes
Managing Partner
Image of Adam Bateman
Adam Bateman
Partner
Image of Elizabeth Miller
Elizabeth Miller
Partner
Image of Christopher D. Fagan
Christopher D. Fagan
Partner
Image of Jonathan Levens
Jonathan Levens
Partner
Image of Sydney Trew
Sydney Trew
Partner
Image of Stephanie George
Stephanie George
Partner
Image of Steven Murphy
Steven Murphy
Partner
Image of Chris Arnone
Chris Arnone
Partner & Vice Chair
Image of Chris Fields
Chris Fields
Partner
Connect with Our Closely-Held Business Experts

It’s time to up your expectations. Get in touch today to see how Moore Colson can help.

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FAQs
What services does Moore Colson offer?

From compliance-related accounting work to tailored business advisory, we offer a comprehensive range of services so we can be the true partner your business needs. Our insights will give you the confidence you need to implement sustainable growth opportunities across tax and assurance compliance, to risk or transaction advisory.

What industries does Moore Colson serve?

We are experts in a variety of industries, serving clients in construction, real estate, manufacturing, healthcare, transportation, hospitality and more.

How is Moore Colson different from other firms?

We lead with a client-centered approach, offering personalized expertise that leads to long-term relationships. Our non-book-of-business model provides access to our entire team, so clients are always paired with the right experts to address their needs.

What types of clients does Moore Colson work with?

We serve a diverse client base, including mid-market businesses, Fortune 500 companies and high-net-worth individuals across many industries.

How does Moore Colson stay up-to-date with changing tax laws and regulations?

We pride ourselves on our forward-thinking approach. Our team of professionals actively monitors changes to implement innovative solutions across all of the industries we serve. We also maintain active memberships in professional associations and networks, such as PrimeGlobal, to stay current on industry trends.

Where is Moore Colson based?

We’ve had roots in Atlanta since 1981, where we started as a small business and have since grown into one of the largest independent firms in the United States. Now, we serve clients across Georgia and the rest of the country. In 2019, we launched Magnolia Trust Company in Chattanooga, Tennessee.

How experienced is Moore Colson?

Greg Colson and Jack Moore established Moore Colson in 1981 with a vision — to redefine accounting excellence. Today, we have a host of experienced partners and over 185 employees dedicated to serving our clients. We’re also recognized at regional and national levels, ranking in the Top 20 Atlanta Accounting Firms list by the Atlanta Business Chronicle and being named one of the Best of the Best Top 50 CPA Firms in America by IPA.