We Are
Proactive and innovative accounting and advisory firm focused on creating long-lasting relationships
Forward Thinking
We are more than just accountants – we are your trusted business coach
We Undertake
Extensive professional development to stay on top of constantly changing tax laws and remain at the forefront of our industry
We Provide
Friendly, fast, courteous and personal service
Our Firm
We are Melbourne’s most trusted bean-counters
Moritz Heffes & Associates has grown to become one of Melbourne’s most trusted accounting and business services firm. The vast majority of our clients come to us through word-of-mouth recommendations, and remain with us for many years.
Our firm was established in 2003 by Edgar Moritz, and initially provided traditional accounting and taxation services.
Over the years, we have added more specialists to our team to respond to the increasing financial complexity of running a business. Today, we offer a wide range of accounting, taxation and business advisory.
Moritz Heffes & Associates prides itself on delivery the highest standards of service and developing personal relationships with each and every client. If we can’t help you with something, we will find a trusted partner who can.
Team
Edgar Moritz
Senior Accountant
Edgar has almost 50 years of experience in the accounting space. He is a Chartered Accountant registered in Australia and South Africa; and a Registered Tax Agent.
His areas of expertise are management advice to all business entities, business acquisitions and sales, financial valuations of businesses, taxation advice, attending to the affairs of high net worth individuals, estate and succession planning, superannuation, business planning and forecasting.
Edgar has a renowned reputation for the quality and reliability of his work, and has been remarkably successful in growing the firm from a small team to what it is today.
Melinda Lynch
Managing Principal Accountant, CPA
Melinda joined the team in February 2015, bringing over 17 years of experience in public practice in small through to large firms. She has gained extensive knowledge of all business types, including companies, trusts, partnerships, high net worth individuals and self managed superannuation funds. Melinda is committed to providing technical excellence to each client.
Our Clients
We form long-lasting relationships
Moritz Heffes & Associates welcomes clients of all shapes and sizes. Our client list is extremely broad, spanning many industry sectors and ranging from small family-run businesses to large companies.
We work with:
- Small to medium enterprises (SMEs)
- Companies small and large
- Trusts
- Sole traders
- Partnerships
- Self managed superannuation funds
No matter what size your business, you will receive exceptional and personalised support from our passionate team.