Our Services
As Certified Financial Planners Practitioners™ and Certified Public Accountants, Barbara and Connie offer a full service solution to your financial needs. From tax returns to investment planning, Moser & Heier Financial Solutions can help support you through every step of your financial journey.
| Accounting | Tax Preparation | Investments* | Financial Planning |
Compilation & Reviews Business Start-Up Accounting Software Support - Quickbooks Payroll & Sales Tax Services Business Consulting Services |
Individual Federal and All State Returns Corporation & Partnership Returns Estate & Trust Services Tax Planning Strategies Licensed Representation for IRS & State Agencies |
Fee-Based Asset Management Real Estate Investment Trusts (REITs) Variable & Fixed Annuities Stocks & Bonds, Mutual Funds, Certificates of Deposits College Funding |
Comprehensive Financial Planning to Include... Investment* & Retirement Planning Estate & Trust Planning Life Insurance Long-Term Care Insurance |
*Securities offered through Royal Alliance Associates.