Your Trusted Advisor

Since 1955, we have relied on our reputation of excellence and continued education to give each of our clients – no matter their size – the same dedicated financial service and advice they deserve.

MOORMAN, HARTING & COMPANY

Established in 1955

Douglas Bertke – CPA, Financial Advisor – Partner
Alan E. Wolters – CPA, Financial Advisor, AIF®, CPFATM, NSSA® – Partner
Daniel Koesters–  CPA, Financial Advisor – Partner
Randall L. Kaup – CPA, Financial Advisor – Managing Partner
Mary Jane Koesters – Financial Advisor, AIF®, CPFATM, NSSA® – MHFS, LTD Partner

James W. Harting – CPA, Financial Advisor – Legacy Partner

With over 65 years of service to our local communities, our firm continues to specialize in accounting, tax, payroll processing and financial services.

In May of 1955, Anthony F. Moorman started a small accounting business and named it Moorman’s Accounting and Tax Service. The office was located within his residence on State Route 219 outside of Coldwater, OH. Initially, he began providing accounting and tax services to local businesses.

In 1971, Anthony’s two sons, Robert and Samuel purchased the business. Due to the continual growth of the business, the two sons decided to move to a new building located at 815 W. Main St., Coldwater, OH. The name was also changed to Moorman & Moorman at that time to reflect the new ownership. Because of significant growth, this building has been expanded several times since it was originally built.

In 1984, James W. Harting, CPA, was admitted as a partner to the firm. At this time, the firm name was changed to its present name, Moorman, Harting & Co. In 1992, Jim became the firm’s Managing Partner. and served in this position until 2023.

In 1991, Moorman, Harting purchased an additional accounting practice and opened an office in Celina, OH. In 1992, Celina operations moved to their existing location at 531 E. Market St. Alan E. Wolters, CPA, joined the firm in 1999 and began managing the firm’s Celina office. Alan became a partner in the firm in 2000.

In addition to Alan, Randall L. Kaup, Douglas M. Bertke and Daniel J. Koesters are also partners on the tax and accounting side of the firm.  Randy joined our Coldwater office in 2006, became a partner in 2009 and is now the firm’s Managing Partner. Doug joined our Celina office in 2007 and became a partner in 2015. Danny joined our Coldwater office in 2015 and became a partner in 2021.

To provide our clients with comprehensive wealthcare solutions, Moorman, Harting Financial Services, Ltd. was formed in 1999 to begin offering financial services. The financial services side of the business has grown quickly since, with a current team of nine financial advisors.  In 2023, Moorman Harting Financial Services added Mary Jane Koesters as a partner to assist with positioning our financial services practice for continued growth in the future.   Moorman Harting Financial Services is affiliated with Avantax Wealth Management.  Securities offered through Avantax Investment ServicesSM, member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

With over 65 years of service to our local communities, our firm continues to specialize in accounting, tax, payroll processing and financial services.

Coldwater Office

jbills@moormanharting.com

Accounting Coordinator

jbrookhart@moormanharting.com

Accounting Manager

abrackman@moormanharting.com

Financial Services Assistant / Tax Preparer

hbrackman@moormanharting.com

Tax Administrator

bbruggeman@moormanharting.com

Accountant / Payroll Specialist

kdodson@moormanharting.com

Financial Services Representative / Tax Preparer

jgaerke@moormanharting.com

cgeise@moormanharting.com

Partner / Financial Advisor

jharting@moormanharting.com

Special Event Coordinator / Office Administrator

thartings@moormanharting.com

Partner / Financial Advisor

rkaup@moormanharting.com

Administrative Coordinator / Financial Services Assistant

skiser@moormanharting.com

Financial Advisor / Tax Preparer

rknoth@moormanharting.com

Financial Services Assistant

rkoenig@moormanharting.com

Partner / Tax Manager / Financial Advisor

dkoesters@moormanharting.com

Partner in MHFS, LTD / Financial Advisor

mjkoesters@moormanharting.com

slininger@moormanharting.com

Director of Payroll Processing / Payroll Specialist

alinn@moormanharting.com

Payroll Specialist

cplank@moormanharting.com

Accountant

jschmidt@moormanharting.com

IT Manager

jweitzel@moormanharting.com

Internal Accountant / Tax Administrator

lwelsch@moormanharting.com

Accountant / Payroll Specialist

mwendel@moormanharting.com

Celina Office

Partner / Financial Advisor

dbertke@moormanharting.com

Financial Services Coordinator / Tax Preparer

tbishop@moormanharting.com

Director of Accounting Technology / Accountant

kbroering@moormanharting.com

gguggenbiller@moormanharting.com

Financial Services Coordinator / Financial Advisor / Tax Preparer

mhoman@moormanharting.com

Accounting Intern

fjacobs@moormanharting.com

OFFICE ADMINISTRATOR

bkanney@moormanharting.com

jpottkotter@moormanharting.com

Financial Services Assistant

rschmidt@moormanharting.com

aschwartz@moormanharting.com

dsteinbrunner@moormanharting.com

awolters@moormanharting.com

Office Administrator

twolters@moormanharting.com