Ewer & Moritz, CPA

The Moritz Group PC is a trusted accounting and tax services firm serving individuals and businesses in Marion, Indiana and beyond. We believe in building strong client relationships based on trust, personalized service, and exceeding expectations.

Who we are

Our team comprises experienced professionals with over 30 years of combined experience in accounting, taxes, and finance. We are committed to delivering personalized solutions tailored to meet your unique needs and goals.

What we do

We offer a comprehensive range of services covering every step of your financial journey, including:

Individuals

• Tax planning and preparation
• Financial planning and investment guidance
• Retirement planning and wealth management
• Estate planning and probate services
• Personal financial statement preparation

Businesses

• Bookkeeping and payroll processing
• Tax compliance assistance (federal, state, and local)
• Business entity selection and formation
• Financial statement preparation
• Consulting services for mergers and acquisitions, strategic planning, and more

Our values

• Integrity: We adhere to the highest ethical standards and maintain confidentiality.
• Professionalism: We deliver accurate and timely work, ensuring you receive valuable insights and guidance.
• Client-centered approach: We prioritize understanding your unique needs and goals to provide tailored solutions.
• Communication: We believe in open and clear communication throughout the process, ensuring you are always informed and involved.

Our commitment

We are dedicated to building lasting relationships with our clients. We are committed to being your trusted advisor, supporting you every step of the way.

Next steps

If you're looking for experienced professionals who can guide you towards financial success and peace of mind, contact The Moritz Group PC today. We would be happy to discuss your individual needs and provide you with a tailored solution.