Professional Accounting and Tax Services for Individuals



Financial & Retirement Planning

Personal Money Management

Personal Financial Statements

Strategic Planning

Tax Consulting

Wealth Transfer Planning

Estate & Trust Planning




Multi-State Income Tax Returns

Federal Income Tax Returns

International Income Tax Returns

Estate & Trust Tax Returns

Gift Tax Returns

Quarterly Estimated Payments

IRS Assistance

Tax Planning




Other Services

Don't see what you need? Just give us a call or send us an e-mail, and we'll see what we can do for you!

The Moritz Group, PC

517 S Washington St

Marion, IN 46953

ph. (765) 664-6201

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Tax Preparation  |  Accounting  |  Bookkeeping

Payroll Services  |  Financial Planning

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