OUR TEAM
ABOUT MOSER TAX & PLANNING LLC
Practice, Experience, & Social
Randy Moser is a graduate of the Professional Program in Accounting (PPA) at The University of Texas at Dallas (UTD). He graduated Summa Cum Laude with a double major in Accounting and Finance in December 2014 as an undergraduate. He also completed his graduate Accounting degree with High Distinction in May 2016. At the same time, he passed the Certified Public Accountant (CPA) exams and completed all of the requirements to become a CPA in 2017.
Prior to Accounting and Finance Randy worked his way up to Team Lead at T-Mobile’s Corporate IT Help Desk over 6 years, and also worked in computer hardware support and sales for 5 years prior to T-Mobile. To this day computers continue to be a hobby (digitizing family videos and photos) and strength (particularly client data management and security) that he leverages in his everyday work.
Since graduating at UTD, Randy has worked on the various aspects of individual and business taxation. While at Cain Watters & Associates he worked in the Tax department developing his skills with basic and advanced high-net-worth individual tax returns as well as complex small business tax returns. At the same time Randy embraced his passion for financial planning by taking on additional financial planning projects and assisting with financial planning year-end projections. This hard work paid off with Randy's promotion to an Associate Financial Planner. He thoroughly enjoyed this role and working directly with clients. More recently, Randy moved into a Tax Staff position at a high-net-worth and larger business client tax firm, Sanders & Company, LLC, further developing his taxation skills.
Randy has always looked at situations with an eye on financial impacts, which is why he ultimately choose work in taxation and financial planning. Even as a child he would track and project his allowance out on calendars. In turn, Randy’s passion for finance and helping others understand their own financial path is what led him to establish Moser Tax & Planning, LLC.
Randy is also fortunate enough to have the support of his lovely wife, Jennifer, over the years and in this endeavor. Since she works in the banking industry, she has an appreciation for Randy’s money conscious nature.
When not at work Randy and Jennifer enjoy road trips, beaches, Tex-Mex restaurants, scary movies, and spoiling their rescue dog Fred. Randy and Jennifer also enjoy volunteering at local charities.
Experienced Advisor
Randy's experience in his Tax and Financial Planning roles make him well suited to provide guidance to clients.*
WHY US
Focused on What Matters
Randy uses client meetings and questionnaires to hone in on client goals. The ultimate objective being achievement of your definition of success and prosperity.
Relatable
With a humble mid-west upbringing, Randy understands there are many pressures and challenges in clients’ lives. Through this understanding he endeavors to assist clients to reach their version of happiness.