Business Details
Your Trusted Accounting and Financial Services Partner
Moeller and Company and Company, CPA, LTD. has built a reputation for delivering comprehensive accounting, tax, and financial planning services with a steadfast commitment to professionalism, responsiveness, and quality. Our team of certified public accountants and financial experts specializes in personalized financial strategies for individuals and businesses, including retirement planning, estate planning, tax optimization, and business advisory services. With decades of combined experience, we prioritize staying current with evolving tax laws and financial regulations to ensure our clients receive accurate, forward-thinking guidance.Our dedication to continuous education and client-centric service ensures that every client receives tailored solutions designed to meet their unique needs. We serve as trusted advisors, helping individuals achieve financial independence and businesses enhance profitability through strategic planning and meticulous financial management. Our firms values emphasize transparency, ethical practices, and long-term client relationships, ensuring clients feel confident in their financial decisions today and in the future.
Services
Personal Financial Planning
Tax Preparation
Estate Planning
Business Accounting
IRS Audit Representation
Retirement Planning
Payroll Services
QuickBooks Support
Details
- Year established: 2025
Highlights and features
- We offer certified public accountants with decades of combined experience.
- Our personalized financial plans integrate tax, estate, and retirement strategies.
- We specialize in IRS audit representation and tax dispute resolution.
- Our team stays current with evolving tax laws and financial regulations.
- We prioritize client education and transparent, ethical financial practices.
Associations and certifications
- CPA
What people say
Personalized service
Expertise in tax
Responsive support
Services
Personal Financial Planning
Our Personal Financial Planning service creates customized strategies to help individuals achieve financial independence. We analyze retirement needs, college savings goals, insurance coverage, and investment strategies to build long-term wealth. By integrating tax and estate planning, we ensure clients maximize their financial resources while minimizing risks and tax liabilities.
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our team identifies deductions and credits to minimize liabilities while offering year-round tax planning strategies. Services include IRS audit representation and resolution of back taxes or payroll tax issues.
Estate Planning
Our Estate Planning service helps clients protect their assets and ensure smooth wealth transfer to heirs. We develop strategies to reduce estate taxes, establish trusts, and create legal documents like wills and powers of attorney. Regular reviews ensure plans adapt to changing family or financial circumstances.
Business Accounting
We offer full-service accounting for small to mid-sized businesses, including bookkeeping, payroll, cash flow management, and financial reporting. Our team assists with entity selection, internal controls, and strategic tax planning to enhance profitability and ensure compliance with regulatory requirements.
IRS Audit Representation
Our IRS Audit Representation service defends clients during tax audits, handling all communication and documentation. We minimize liability by leveraging tax law expertise and negotiating with auditors. Services include resolving IRS liens, levies, wage garnishments, and filing appeals for disputed decisions.
People
David Moeller
CPA
David Moeller and Company and Company is a certified public accountant with decades of experience in tax strategy, financial planning, and business advisory services. He specializes in helping individuals and businesses optimize financial outcomes through meticulous planning and compliance expertise.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, cash flow management, tax planning, and financial reporting tailored to small businesses.
Do you help with IRS audit representation?
Yes, we represent clients during IRS audits, handle correspondence, and negotiate to minimize tax liabilities.
What financial planning services are available for individuals?
We offer retirement planning, estate planning, tax optimization, and investment strategy services for individuals.
Can you assist with QuickBooks setup and training?
Yes, we provide QuickBooks setup, training, and troubleshooting to streamline business accounting processes.
What industries do you specialize in?
We work with construction, healthcare, law firms, real estate, and manufacturing industries, among others.
