What Is Plante Moran and What Services Does It Offer?

Plante Moran is one of the largest certified public accounting (CPA) and business advisory firms in the United States. It provides audit, tax, consulting, and wealth management services to businesses across a wide range of industries, as well as to individuals and families. If you're looking for a firm that combines accounting expertise with broader business advisory work—or you're trying to understand whether Plante Moran fits your needs—the sections below break down what the firm does and who it serves.

Core Service Categories

Plante Moran organizes its work into four main service lines:

Audit

The audit practice covers financial statement audits and several specialized audit types, including:

• Employee benefit plan audits
• International audits
• SEC audits
• Single audits (for organizations receiving federal funds)
• Surprise audits

Tax

Tax services span both business and personal needs:

• International tax
• Mergers & acquisition tax
• National corporate tax
• Personal tax
• State & local tax
• Tax controversy services
• Tax credits, incentives, & deductions
• Tax technology & operations
• Transfer pricing

Consulting

This is the broadest category, covering operational, financial, and strategic needs:

• AI consulting
• Cybersecurity
• Data and analytics
• ERP consulting
• Finance & accounting advisory
• Forensic accounting
• International services
• Investment banking (through PMCF)
• Outsourced finance and accounting services
• People, workforce, & rewards
• Restructuring & turnaround services
• Risk management
• Strategy
• Supply chain & operations
• Technology consulting
• Transaction advisory services
• Valuation services

Several consulting offerings are delivered through named practices, such as Realpoint (commercial real estate advisors and real estate investment advisors) and Living Forward (senior living development consulting).

Wealth Management

For individuals and families, wealth management includes:

• Business transition services
• Estate planning
• Family legacy and family office services
• Financial planning
• Insurance
• Investment advisory
• Personal tax planning
• Trust services

Who Plante Moran Serves

The firm works across a long list of industries, which gives a sense of its client base:

This industry focus matters because it means the firm positions itself around sector-specific knowledge rather than only generic accounting work.

Beyond Services: Insights and Resources

Plante Moran's site also functions as a professional resource platform. Its Insights section publishes commentary on topics such as digital transformation, Inflation Reduction Act tax credits, tax policy changes, global trade and tariff policy, healthcare system reform, and risk management strategies. If you want to gauge how the firm thinks about current business issues before engaging, this section is a reasonable starting point.

Practical Notes Before You Reach Out

• Client access: The site offers a client login, which suggests existing clients manage engagements through a portal.
• Contact and proposals: There are "Contact us" and "Submit RFP" entry points if you want to start a conversation or request a proposal.
• Updates: A subscribe option is available if you want to receive insights or firm communications.

Pricing for services is not published on the site, so costs would need to be discussed directly with the firm. The appropriate next step depends on your situation: businesses seeking audit, tax, or consulting support can use the RFP or contact routes, while individuals exploring wealth management would look at the wealth management service pages and reach out for a consultation.