Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Financial Services in Ohio
Since 1955, Moorman Harting has established itself as a trusted partner in accounting, tax, and financial services. Our team of certified professionals, including CPAs and financial advisors, brings decades of combined experience to deliver tailored solutions for individuals and businesses. We prioritize proactive tax planning, accurate financial reporting, and personalized wealth management strategies to help clients achieve long-term success. With offices in Coldwater, Celina, and Maria Stein, Ohio, we serve local communities with a commitment to excellence and continuous education. Our affiliation with Avantax Wealth Management enhances our ability to provide comprehensive financial services, including retirement planning and investment advisory solutions.By leveraging advanced accounting technology and maintaining a client-centric approach, we ensure reliable, efficient service delivery. Our reputation for integrity and dedication to reducing client tax liabilities has solidified our position as a leader in the industry. We offer SafeSend Returns for secure electronic tax filing and provide payroll processing to streamline business operations. Through strategic business coaching and detailed financial analysis, we empower clients to make informed decisions. Our multi-generational legacy reflects our adaptability to evolving financial landscapes while maintaining personalized service standards.
Services
Accounting
Financial Planning
Payroll Services
Tax Services
Business Coaching
Retirement Planning
Investment Advisory
Estate Planning
Payroll Processing
Tax Reduction Strategies
Details
- Year established: 1955
Highlights and features
- We offer 65+ years of experience in accounting and financial services.
- Our team includes certified CPAs and financial advisors with specialized expertise.
- We provide proactive tax planning to reduce client liabilities.
- We offer SafeSend Returns for secure, efficient electronic tax filing.
- Our personalized approach ensures tailored solutions for every client.
Services
Accounting
We provide comprehensive accounting services, including financial statements, software selection, and business advisory. Our team ensures accurate reporting and strategic guidance to support business operations. With expertise in diverse industries, we help clients maintain financial clarity and compliance.
Tax Services
Our tax services focus on proactive planning to minimize liabilities while ensuring compliance. We handle individual and business tax returns, entity selection, and strategic tax-saving opportunities. Clients benefit from personalized advice and in-depth knowledge of evolving tax regulations.
Financial Planning
We offer tailored financial planning for retirement, estate, and investment strategies. Our Avantax-affiliated advisors provide investment advisory and insurance services to build long-term wealth. Clients receive holistic guidance aligned with their financial goals and risk tolerance.
Payroll Services
Our payroll solutions streamline payroll management, tax filings, and compliance for businesses. We handle wage calculations, tax deposits, and year-end reporting to reduce administrative burdens. Clients gain efficiency and accuracy in managing employee compensation.
Business Coaching
We provide business coaching to enhance operational efficiency and growth strategies. Services include financial analysis, software implementation, and succession planning. Our advisors help business owners make data-driven decisions to improve profitability and sustainability.
People
Douglas M. Bertke
Partner / Financial Advisor
Douglas M. Bertke, CPA, joined Moorman, Harting in 2007 and became a partner in 2015. He specializes in tax and accounting services, offering strategic financial advice to businesses and individuals.
Alan E. Wolters
Partner / Financial Advisor
Alan E. Wolters, CPA, AIF, CPFA, NSSA, has been with the firm since 1999. He manages the Celina office and focuses on tax planning, retirement strategies, and wealth management for clients.
Daniel J. Koesters
Partner / Tax Manager
Daniel J. Koesters, CPA, joined in 2015 and became a partner in 2021. He oversees tax management and provides financial advisory services, emphasizing compliance and strategic tax solutions.
Randall L. Kaup
Managing Partner
Randall L. Kaup, CPA, joined in 2006 and serves as Managing Partner. He leads the firm's accounting and tax services, focusing on client relationships and operational excellence.
Mary Jane Koesters
Partner / Financial Advisor
Mary Jane Koesters, AIF, CPFA, NSSA, joined Moorman Harting Financial Services in 2023. She specializes in financial planning, retirement strategies, and client wealth management.
Questions
What accounting services do you offer?
We provide financial statements, tax compliance, business advisory, and software selection to support business operations.
How do you handle tax planning?
We focus on proactive strategies to reduce liabilities, including entity selection and personalized tax-saving opportunities.
What payroll solutions are available?
Our services include payroll processing, tax filings, and compliance management to streamline business operations.
Do you offer financial planning for retirement?
Yes, we provide retirement strategies, investment advisory, and estate planning through Avantax Wealth Management.
