Important Information for the 2025 Tax Season  Tax changes and Delay in Filing – Due to the complexity of the new tax law and IRS delays in issuing final versions of tax forms, returns may not be completed as quickly as prior years.  We currently do not expect the IRS to begin accepting tax returns…

We recently held an employee event at Pla-Mor Adventure Golf. The weather was perfect for the event and a good time was had by all. We held a contest at several of the holes for employees to win what a fun afternoon.

We would like to thank all who attended our annual Client Appreciation Seminar. We had a great turnout with informative speakers and delicious food.

Chelsey Raterman is a Financial Services Assistant and joined the firm in June 2025. She works out of our Celina office and is part of the Financial Services team.  She specializes in providing the following services: Customer service to the Financial Services clients Preparation of applications for new and existing Financial Services clients Customer service…

Jenny Seitz is a Payroll Specialist and joined the firm in May 2025. She works out of our Coldwater office and is part of the Payroll team.  She specializes in providing the following services: Payroll Processing Payroll Tax Administration Jenny is a graduate of Marion Local High School and University of Northwestern Ohio with an…

Moorman, Harting Financial Services, Ltd. is pleased to invite you to our 2025 seminar. The seminar will take place on September 10, 2025 at Romer’s Catering in St. Henry, OH. Doors open at 5:45 p.m. RSVP for yourself & a guest by calling Tonya Hartings or Sara Kiser at 419-678-4814 before September 1st. We look…

Congratulations to Riley, a Financial Services Assistant in our Celina office.  Riley and her husband Mitchel recently welcomed their daughter Sadie Jane.  She weighed 7 lbs 4 oz.  Everyone is doing well.  Best Wishes to Riley & Mitchel!

Moorman, Harting Financial Services, Ltd. Achievements Recognized by Avantax at Elite Event in Banff, Canada   Representatives from Moorman, Harting Financial Services, Ltd. were celebrated as Elite Financial Professionals of Avantax during the invitation-only Avantax Elite Summit 2025 in Banff, Alberta, Canada. Avantax is a community of tax-focused financial professionals within Cetera. The small contingent…

Congratulations to Sarah, an Accountant in our Coldwater office.  Sarah and her husband Dillon recently welcomed their son Oliver James.  He weighed 7 lbs 4 oz.  Everyone is doing well.  Best Wishes to Sarah, Dillon, & family!

Congratulations to Janelle, an Accountant in our Celina office.  Janelle and her husband Shane recently welcomed their daughter Jolene Mae.  She weighed 8 lbs 10.3 oz.  Everyone is doing well.  Best Wishes to Janelle, Shane & family!

Janell Kuck is a Certified Public Accountant with over 20 years of experience who joined the firm in November 2024. She works out of our Coldwater office and is part of the Tax and Accounting teams. Janell specializes in providing the following services: Tax planning and preparation Small business accounting and taxation, including corporations, LLC’s,…

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,…

Today we had an in-house training. Thanks to Jill Muhlenkamp with Knapschaefer Insurance for an insight into health insurance through the Affordable Care Act. We then enjoyed a tasty lunch from Pla-Mor Lanes!     Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC Investment advisory services offered through Avantax Advisory ServicesSM Insurance services offered…

The Celina Lake Festival 2024 kicked off Sunday evening, July 21st with the crowning of Miss Lake Festival, and Miss Lake Festival Outstanding Teen. Kelly Broering and Doug Bertke from our Celina office once again served as Auditors for this pageant, with the role of compiling the judges’ scores to determine the winner. MHC has…

Moorman, Harting & Co. and Moorman, Harting Financial Services, Ltd. would like to announce the future opening of a branch office in Maria Stein. This office will be located at 8089 Booster Drive, just north of the Mercer Health Marion Campus. Construction recently began on the new facility with an anticipated date of completion in…

Melissa A. Wendel, who is an Accountant, Payroll Specialist, and Tax Preparer, is being recognized for her 20 years of service to Moorman, Harting & Co. Melissa specializes in providing financial statements and preparation of tax returns for multiple types of entities, including individuals. Melissa is a graduate of St. Henry High School and Wright…

We closed our offices early and did a walk through of our Maria Stein branch office, currently being constructed. We then headed over to Moeller Brew Barn for an employee event. We spent the afternoon eating, drinking, playing a few games and enjoying each other’s company.     Securities offered through Avantax Investment ServicesSM, Member…

Moorman, Harting and Company celebrated the end of tax season on April 15th with an evening of food, fellowship and fun at Pla-Mor Lanes.  This marks the end of our 69th tax season as a firm!.  Many thanks go out to the hard work of our dedicated staff, their families and our wonderful clients!  …

We would like to give a big thank you to Mary Jane Koesters for 20 years of service at Moorman, Harting & Company. Since Mary Jane’s arrival in 2004, she has been an integral part of our firm. Mary Jane lives in St. Henry with her husband Kevin and has 3 adult children Kylie, Taylor,…