Moorman, Harting & Co., is pleased to announce that Janelle M. Pottkotter has passed the 3-part comprehensive IRS test covering individual tax, business tax, and representation, practices, and procedures. She is now enrolled to practice before the IRS as an Enrolled Agent. Janelle joined the firm in 2016 and provides accounting and tax preparation services…
Congratulations to Amanda and Dan on Their Newest Arrival! Abigail Irene was born Tuesday, November t. She weighed 9 lbs and 6 oz and is 21.5 inches long. Mom and baby are doing good!
Janet Bills, who is an Accountant and Enrolled Agent, is recognized for her 45 years of service to Moorman, Harting & Co. Janet has continually excelled in her career. She provides corporation and partnership financial statements and prepares tax returns for multiple types of entities, including individuals, corporations and partnerships. Janet has been a leader…
Congratulations to Doug Bertke and Moorman, Harting & Co. on receiving the 2024 Friend of the Foundation Award! “The 2024 Friend of the Foundation is no stranger to the Charity Ball or the Corvette Raffel. Since the event’s inception, Moorman, Harting & Co. has played a vital role in the success and integrity of…
Aaron M. Schwartz, CPA, CVA Accountant / Financial Advisor Moorman, Harting & Co., and Moorman, Harting Financial Services, Ltd. are pleased to announce that Aaron M. Schwartz has passed his Series 7 and Series 66 exams and is now a licensed financial advisor. Aaron joined the firm in September 2023. Aaron earned his bachelor’s degree…
Another successful financial services seminar in the books. This year’s theme was investing during an election year. Elections come and go, but results last a lifetime. Thanks to everyone who joined us for an entertaining evening! We are still wondering how the mentalist did his tricks. Securities offered through Avantax Investment ServicesSM, Member…
High School Spirit Employee Event at Brew Nation Celina, Ohio We closed our offices early on Thursday for our fall employee event held at Brew Nation in Celina, Ohio. We spent the afternoon playing games, drinking, and enjoying some delicious appetizers in each other’s company. A big thanks for the events committee for putting together…
Moorman, Harting and Co. is pleased to announce that Jacob R. Schmidt has passed his Certified Public Accountant (CPA) examination and is now a licensed CPA. Jake joined the firm in October 2019 and is a graduate of Bowling Green State University with a master’s degree in accounting. Jake provides accounting and tax preparation services…
Haley M. Schneider Moorman, Harting & Co., Certified Public Accountants and Financial Advisors, proudly announces the addition of Haley M. Schneider to our firm. She will specialize as an Accountant, working out of the firm’s Coldwater office. Haley will be handling tax and payroll services for individuals and businesses. She will also be providing preparation…
Join us for our 2024 Client Appreciation Seminar September 11, 2024. Doors open at 5:45 at Romer’s Catering St Henry, Ohio. Space is limited, please RSVP for yourself & a guest by calling our office at 419-678-4814. Click here for a copy of the invitation. Securities offered through Avantax Investment ServicesSM, Member FINRA,…