Contact Sign In Add Your Business
Moorman Harting Moorman Harting
Call Now
Website
Call
Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Financial Solutions
Since 1955, Moorman Harting has established itself as a trusted partner in financial services, combining decades of experience with a commitment to personalized client care. Our team of certified professionals specializes in accounting, tax planning, payroll processing, and comprehensive financial advisory services, serving businesses and individuals across Ohio. With a focus on proactive wealth management and tax-efficient strategies, we leverage our deep industry expertise to help clients navigate complex financial landscapes. Our history of excellence, rooted in continuous education and community service, ensures clients receive tailored solutions aligned with their unique goals. By maintaining a client-centric approach and utilizing advanced accounting technologies, we empower businesses to optimize operations and individuals to secure their financial futures.

Our affiliation with Avantax Wealth Management enhances our capabilities in investment advisory and insurance services, providing holistic wealthcare solutions. Through three strategically located offices in Coldwater, Celina, and Maria Stein, we deliver consistent, high-quality service backed by over 65 years of local expertise. Our dedication to transparency, ethical practices, and ongoing client communication has solidified our reputation as a reliable financial partner. From business coaching to estate planning, we address both immediate needs and long-term objectives, ensuring clients achieve sustained financial success. This enduring commitment to excellence continues to define our approach as we serve new generations of clients.
Services
Accounting Services Financial Planning Payroll Processing Tax Preparation Retirement Planning Investment Advisory Estate Planning Business Coaching Insurance Planning Tax Compliance
Details
  • Year established: 1955
Highlights and features
  • We offer 65+ years of combined experience in accounting and financial services
  • Our team includes CPAs, AIFs, and CPFA-certified financial advisors
  • We provide integrated wealthcare solutions combining accounting and investment services
  • Our proactive tax planning strategies minimize liabilities while maximizing returns
  • We maintain three convenient Ohio locations with personalized local service
Update Listing
Services
Accounting Services
Our accounting services provide comprehensive financial management for businesses of all sizes. From financial statements and software selection to business advisory, our CPAs deliver accurate reporting and strategic guidance. We implement tailored accounting solutions that improve operational efficiency and support data-driven decision-making for sustained growth.
Financial Planning
Our financial planning services create customized wealth strategies addressing retirement, investment, and estate planning needs. Certified advisors develop tax-efficient portfolios aligned with individual goals, using advanced analysis tools and Avantax Wealth Management resources to ensure long-term financial security and intergenerational wealth transfer.
Payroll Services
We streamline payroll operations with comprehensive processing solutions that handle tax filings, garnishments, and compliance reporting. Our services reduce administrative burdens while ensuring accurate, timely payments through customized payroll systems integration and dedicated client support.
Tax Preparation
Our tax preparation services combine proactive planning with expert compliance execution. Certified professionals minimize liabilities through strategic deductions while handling individual and business tax returns with meticulous attention to evolving regulations and reporting requirements.
Business Planning
We provide strategic business planning covering succession strategies, buy-sell agreements, and executive retention programs. Our advisors help owners develop sustainable growth plans, implement effective financial controls, and prepare for leadership transitions while maintaining operational continuity.
People
Douglas M. Bertke
Partner / Financial Advisor
With CPA certification and extensive financial expertise, Douglas M. Bertke provides comprehensive accounting and investment advisory services to businesses and individuals in Celina, Ohio.
Alan E. Wolters
Partner / Financial Advisor
Alan E. Wolters, a CPA and certified financial planner, leads the Celina office with over two decades of experience in tax and wealth management solutions.
Daniel J. Koesters
Partner / Tax Manager
Daniel J. Koesters combines CPA credentials with financial advisory expertise to deliver strategic tax planning and investment solutions for business owners in Coldwater.
Randall L. Kaup
Managing Partner
As Managing Partner, Randall L. Kaup oversees firm operations with extensive experience in accounting services and financial planning for Ohio businesses.
Mary Jane Koesters
Partner / Financial Advisor
Mary Jane Koesters specializes in financial advisory services, bringing CPFA and AIF certifications to support clients' wealth management and retirement planning needs.
Questions
What accounting services do you offer?
We provide full-service accounting including financial statements, software implementation, business advisory, and internal control establishment for businesses of all sizes.
How do you help with tax planning?
Our CPAs develop proactive tax strategies using comprehensive financial analysis to minimize liabilities through legitimate deductions and tax-efficient investment structures.
What payroll solutions are available?
We offer complete payroll processing with tax compliance, garnishment handling, and customized reporting through integrated software solutions that streamline payroll operations.
Do you provide financial advisory services?
Yes, our certified financial advisors offer retirement planning, investment management, and estate planning services through Avantax Wealth Management partnerships.
What business planning services do you offer?
We assist with succession planning, buy-sell agreements, key employee retention strategies, and business entity selection to ensure long-term organizational sustainability.