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.