Patrick Moss, CPA

Experience Highlights

Patrick Moss is a Partner at Marshall & Moss Group with more than 10 years of experience in public accounting and working with Taft Hartley Funds. Over his career, Pat has provided accounting, financial auditing, payroll auditing and consulting services to an array of clients in the private and nonprofit sectors.

Pat works seamlessly with Fund Collection Counsel and has collected millions of dollars for various ERISA funds. His expertise includes:

  • Compilations, reviews and audits of financial statements.
  • Accounting and bookkeeping services
  • Forensic audits
  • Payroll compliance audits
  • Benefit Fund Administration
  • Preparation of forms 5500, 990, LM-2, LM-3, LM-4
  • Preparation of Political Action Committee Filings
  • Preparation of annual budgets and forecasts
  • Expense allocation studies of shared administrative costs
  • Internal control & information system audits
  • Fraud investigations
pat-moss

Professional Associations

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
International Foundation of Employee Benefit Plans

Education and Licenses

Pat graduated from Siena College with a Bachelor of Science degree in Finance in 2010 and a Master's of Science in Accounting in 2011. He received a license as a certified public accountant in 2013 from New York State Office of Professional Licensing.

Dennis Munch, CPA
Frederick Moss, CPA