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Cheryl Moffatt

Director

Phone: 949.208.3578
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Overview

Cheryl is a Director of CBIZ MHM, LLC. She and her entire practice joined the Firm in 2017. As a CPA, she has been helping business owners and individuals make sense of their accounting and tax needs for over 25 years. Her 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.

Education

  • B.A. in Business Administration with an emphasis in Accounting, CSU Fullerton 
  • M.S. in Financial Planning, College for Financial Planning.

Professional Designations

  • CPA

Professional Memberships

  • AICPA
  • California Society of CPAs

Associated Offices

Irvine - CBIZ MHM, LLC - Irvine 2301 Dupont Drive

IrvineCA  92612
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