About Us

A History Of Care And A Future You Can Rely On

Founded in 1955 by Anthony F. Moorman, our firm has grown from a small, home-based practice into a local West Central Ohio leader in accounting, tax, and financial services. Over the decades, new partners have joined, expanded our capabilities, and strengthened our commitment to serving individuals and businesses alike. Today, our reliable, multigenerational team continues to provide comprehensive solutions to help our clients and communities thrive.

Delivering Reliable Service Since 1955

With decades of service to our local communities, our long-term perspective has given families and businesses confidence that we’ll be here to guide them through life’s changes. Longevity isn’t just history. It’s assurance that you and the next generation can depend on our team.

Gain Clarity Around Your Entire Financial Life

By combining tax, accounting, payroll, and wealth management in one firm, we eliminate the gaps and guesswork of fragmented advice. Our proactive approach ensures every part of your financial life works together to help you keep more of what you earn and reach your goals.

Our Commitment To You

Our values guide how we serve every client, every day. These principles reflect the reliability, care, and collaboration our clients can always expect from us.

Longevity You Can Rely Upon

We build relationships that last for decades and often span generations. Since 1955, our long-term perspective has given families and businesses the confidence that we’ll be here to guide them today and tomorrow.

Truly Comprehensive

By combining tax, accounting, and wealth management under one roof, we simplify the financial journey. Our proactive, tax-smart approach creates clarity by aligning every part of your financial life.

Team-Based Guidance

Our clients benefit from a collaborative, multigenerational team. Together, we bring well-rounded expertise across disciplines, ensuring continuity of service and perspective for every stage of life.

Rooted Deeply And Local

We’ve been part of our community for more than 70 years, serving with integrity and care. Approachable and reliable, we remain deeply committed to the families and businesses who call this region home.

A Collaborative Team Dedicated To You

With a team of CPAs, financial advisors, and specialists, we bring well-rounded experience to every client relationship. When you work with us, you benefit from the collective knowledge and continuity of our multigenerational team, ready to support you at every life stage.

Meet Our Team

Let’s Simplify Your Financial World

Our firm addresses all of your financial concerns to help you keep more of what you earn and reach your retirement and legacy goals. Are you ready to take the first step?

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Explore Avantax

Our Approach

We evaluate all of your financial concerns, then seamlessly integrate our solutions to address them.

How We Help

Who We Serve

We serve individuals, families, and business owners across West Central Ohio, helping them reach their goals.

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Our Process

We take structured steps forward so you always have a clear picture of where you are and what’s next.

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