I BELIEVE IN HELPING PEOPLE TO IMPROVE THEIR LIVES, ASSISTING THEM WITH FINANCIAL SERVICES TOWARDS A POSITIVE OUTCOME.
Hi, I’m rochelle Moritz
I offer professional and accurate bookkeeping and accounting services to my clients, helping them to create financial freedom in their lives with a high degree of follow-through.
About me
mission
to assist you in reaching your financial benchmarks— calculated fiscal improvements in your working and social lives.
expertise in
Audit Assistance, Amendments, Sales Tax, LLCs, LLPs, Estate Tax, and Payroll for Small businesses, Corporations, and sole proprietors
who says taxes can’t be sweet
For many years now, I have assisted many clients, personally and professionally, helping to improve their timeliness with filing for Federal and State income taxes. Business taxes also include sales tax for LLC's and Inc's, along with payroll tax with EDD and the US Treasury and those yearly filings for LLC's, INC.'s, and LLP's. I put my clients at ease with prior audits with positive outcomes when filing and amending returns with the correct agencies. I have expertise in the field with due diligence and a current CTEC and PTIN license that is maintained. I will bring you satisfaction when with maintaining your returns for current or past years, filing correctly and in a timely manner.
at your service
Professional, on time, visionary, relational, inclusive, working well with customers, interfaces with each other, executive assistance, open to feedback, development and managing details and personalities. I know you are entrusting me when you hire me to assist you with your financial needs. I take our work together seriously and do things by the book and do them correctly. My ambition is to succeed in helping my clients attain their long and short term goals by enabling them with proper forms for fiscal reports and budgeting responsibilities. I believe in my clients and they believe in me.
“Best tax lady ever!”