The Moritz Group, PC
Certified Public Accountant
Interested in joining the The Moritz Group accounting team?
Click below to view current opportunities
Our Team
Certified Public Accountant
Cathy attended Indiana Wesleyan University and achieved a B.S. in Business and Accounting. Since 1989, she has used her CPA career to help individuals and businesses with their accounting needs. She is a member of the National Assoc. of Tax Preparers and the IN CPA Society. Cathy is also an active participant in the Marion community. She is a Tri Kappa and Rotary member.
Accounting Staff
Andrea has been a member of our team since 2003. In addition to holding a bachelor's degree in business and accounting, she has significant experience. Not only does Andrea have excellent bookkeeping and payroll skills, but she also has a vast understanding of tax return preparation. Her expertise extends to personal property tax returns, as well as tax returns for Individuals, Partnerships, S-Corporations, and C-Corporations.
Matt joined the The Moritz Group team in 2014. He previously studied at Purdue University, and has many years of accounting experience. His current responsibilities include payroll, bookkeeping, and preparing tax returns.
Phyllis has worked at The Moritz Group since 1999. She does payroll processing and bookkeeping, and prepares financial statements for a variety of small business clients.
Administrative Staff
When Kathy joined our team in 2013, she brought with her very valuable business and accounting experience. Her duties include office management, billing, reception and scheduling, and software assistance.