Cheryl Moffatt

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Cheryl Moffatt

Director

 949-208-3562
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  • Overview

    Cheryl is a Tax Director at CBIZ MHM, LLC and has more than 25 years of experience in helping business owners and individuals make sense of their accounting and tax needs.

    Cheryl’s clients include individuals, privately held companies, pass-through entities, trusts, foundations and estates. These clients fall within a broad range of industries, but are primarily within restaurants, manufacturing, commercial and residential real estate, distributors and service related businesses.

    By preparing financial statements, income tax return preparation and planning, bookkeeping, QuickBooks, and business consulting, Cheryl and the team she works with consistently add value to clients’ bottom lines. She is also experienced in handling audits of income tax, sales tax, and payroll tax matters.

    Cheryl has a Bachelor of Arts degree in Business Administration with an emphasis in Accounting from CSU Fullerton and a Master of Science degree in Financial Planning from College for Financial Planning.

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