Protecting Your Future!
hablamos en español, parliamo in italiano & falamos em portugues.
Meet Our Team.
Meet Our Team.
Marlon Moran
Marlon Moran
Team Leader/ CEO.
Marlon J. Moran is professional tax pro in Connecticut. He has experience with developing budgets and forecasting to provide a clear roadmap for financial stability and ongoing operations for a variety of interests including not-for-profit organizations, small business owners’ and large corporations. As a small business owner himself, Marlon prepared government reports. Also, Marlon has been working in the Insurance Industry, and he has been helping his customers managing their everyday risk.
Mark Ballew
Mark Ballew
Manager, Tax Pro Instructor.
Mark Ballew, has over 26 years of experience in the Tax and Bookkeeping Industry. He has worked in the tax industry in several states and has been certified specifically in Connecticut, California, and New York. Mark has worn many hats, and He is extremely proud of helping to build our phenomenal professional team. He takes pride in being the office Tax Pro Instructor the expert go-to person who can help our clients to manage their Finances and high standards on teaching our team members.
Carl Fratarcangeli
Carl Fratarcangeli
Personal and commercial Insurance Licensed Professional.
Carl Fratarcangeli , has 9 years of experience in the Insurances Industry across Connecticut and New York. Carl is extremely proud of helping Our Communities with insurance needs. He takes pride in being the office Personal and commercial Insurance Licensed Professional expert.
Patricia locatelli
Patricia locatelli
Tax Pro and Insurance Licensed Professional.
Patricia locatelli, has multiple years of experience in the Tax and Bookkeeping Industry both across Connecticut and New York. Jessica has worn many hats, and she is extremely proud of helping to build our phenomenal professional team. She takes pride in being the office Tax Pro expert and the go-to person who can help our clients to manage their Finances.
Christopher Hernandez
Christopher Hernandez
Tax Pro and Insurance Licensed Professional.
Christopher is extremely proud of helping Our Communities with insurance needs, and tax preparation for individuals and companies. What most excites me about my job is that I enjoy discussing coverages with our clients and educating them on the importance of insurance. Everyone should have an understanding of the coverages they obtain. I enjoy going over umbrella coverages, not many know they exist nor what it’s for. Educating our clients on having the best protection is my personal favorite.
John Olmo
John Olmo
Executive Assistant
John Responsibilities is Setting up meetings with clients.
Advising clients about the tax preparation process.
Preparing and submitting tax returns for clients.
Handling communication from clients and tax authorities.
Auditing all tax forms for completeness and accuracy.
Providing future tax planning to clients.
Melissa A. Helmer
Melissa A. Helmer
Marketing and Public Relations.
Melissa Coordinating all public relations activities. Developing a marketing communications plan including strategy, goals, budget and tactics. Developing a media relations strategy, seeking high-level placements in print, broadcast and online media.
Elda Duran
Elda Duran
Personal and commercial Insurance Licensed Professional.
Elda is responsible for identifying opportunities for insurance plans and overseeing a portfolio of clients, She is responsible for identifying risk management strategies, handling policy renewals, and tracking claims.
Nayari Pinmentel
Nayari Pinmentel
Assistant Team Leader and Tax Pro.
Nayari is responsible for identifying opportunities for insurance plans and overseeing a portfolio of clients, She is responsible for identifying risk management strategies, handling policy renewals, and tracking claims, This includes assigning individual work tasks and assessing employee work performance.
Michelle Gaona
Michelle Gaona
Tax Pro and Insurance Licensed Professional.
Michelle is responsible for identifying opportunities for the Agency's plans and overseeing a portfolio of clients. I’ve had the privilege to learn a lot of new things and meet great people! What excites me about my job is working with people, I enjoy helping others with their needs, and getting everything they require in place! I enjoy the work environment, it’s full of amazing energy, and great people we all help each other out with anything we need, and I really do love that about the job! They make you feel as if you were family.
On the weekends I have a part-time job at a family member’s restaurant!
Silda Nolasco
Silda Nolasco
Tax Pro and TL Manager
Silda is responsible for identifying opportunities for dedicated tax prepare with extensive experience in Payroll, Account Payable, Accounts Receivable, Data Entry , Office Administration and available to perform notarizations .
I have been working for Liberty Tax Moran Agencies since 2021 and have escalated my way up within the company. I began working as Tax prepare for Liberty Tax Moran Agencies ; eventually I was promoted to work in the insurance film. I am accurate and organized with strong problem-solving skills, extraordinary attention to details and have a willingness to go beyond the job description. I am a fast learner with proven adaptability to new technology and applications.
Raimond Pichardo
Raimond Pichardo
Tax Pro and CSR
Raimond is responsible for identifying opportunities for dedicated tax preparation with extensive experience in Payroll, Account Payable, Accounts Receivable, and Data Entry Office Administration and is available to perform notarizations.
I have been working for Liberty Tax Moran Agencies since 2021 and have escalated my way up within the company. I began working as a Tax prepare for Liberty Tax Moran Agencies; eventually, I was promoted to work in the insurance film. I am accurate and organized with strong problem-solving skills, extraordinary attention to detail, and a willingness to go beyond the job description. I am a fast learner with proven adaptability to new technology and applications.
John Madison
Tax Pro and Insurance Licensed Professional.
John is a dedicated finance professional with extensive experience in tax preparation, accounting, and financial management. He has a proven track record of success in his field and has a strong background in Payroll, Account Payable, Accounts Receivable, and Office Administration.
John has been a valuable asset to his current organization, ABC Financial Services, where he has been working since 2019. He started his journey as a Tax Preparer and quickly progressed to more complex roles, demonstrating his exceptional problem-solving skills, meticulous attention to detail, and a commitment to going above and beyond his job description.
John's ability to adapt to new technology and software applications has made him an efficient and effective finance professional. With his dedication and expertise, John is well-equipped to tackle any financial or tax-related challenges that come his way, and continuing to excel in his career.
Maribel Machado
Maribel Machado
Bookkeeper Pro
Maribel is responsible for Bookkeeping.
That means I do a lot of the data entry work for our clients here at Moran Agencies. Before I joined the bookkeeping/accounting field, I was in customer service. I think that being helpful is a natural thing for me and gives me a different kind of fulfillment. I believe this is also the mission of Moran Agencies, and I totally concur with it. Handling finances and accounting works can be very difficult for some business owners especially law firms and Dental Centers. Helping them with the finance side of their business is really fulfilling. I also love the laid-back but fast pace working environment. It's exciting!
Paula Patton
Tax Pro and CSR
Paula is responsible for identifying opportunities for dedicated tax preparation with extensive experience in Payroll, Account Payable, Accounts Receivable, and Data Entry Office Administration, and is available to perform notarizations.
I have been working for Liberty Tax Moran Agencies since 2021 and have escalated my way up within the company. I began working as a Tax prepare for Liberty Tax Moran Agencies; eventually, I was promoted to work in the insurance film. I am accurate and organized with strong problem-solving skills, extraordinary attention to detail, and a willingness to go beyond the job description. I am a fast learner with proven adaptability to new technology and applications.
Mariah Morales
Mariah Morales
CSR
Mariah is responsible for identifying opportunities for dedicated tax preparation with extensive experience in Payroll, Account Payable, Accounts Receivable, and Data Entry Office Administration, and is available to perform notarizations.
I have been working for Liberty Tax Moran Agencies since 2021 and have escalated my way up within the company. I began working as a Tax prepare for Liberty Tax Moran Agencies; eventually, I was promoted to work in the insurance film. I am accurate and organized with strong problem-solving skills, extraordinary attention to detail, and a willingness to go beyond the job description. I am a fast learner with proven adaptability to new technology and applications.
Mary Rodriguez
Mary Rodriguez
CSR and Tax Pro
Mary is responsible for identifying opportunities for dedicated tax preparation with extensive experience in Payroll, Account Payable, Accounts Receivable, and Data Entry Office Administration, and is available to perform notarizations.
I have been working for Liberty Tax Moran Agencies since 2021 and have escalated my way up within the company. I began working as a Tax prepare for Liberty Tax Moran Agencies; eventually, I was promoted to work in the insurance film. I am accurate and organized with strong problem-solving skills, extraordinary attention to detail, and a willingness to go beyond the job description. I am a fast learner with proven adaptability to new technology and applications.
Tanisha Thomas
CSR and Tax Pro
Tanisha is responsible for identifying opportunities for dedicated tax preparation with extensive experience in Payroll, Account Payable, Accounts Receivable, and Data Entry Office Administration, and is available to perform notarizations.
I have been working for Liberty Tax Moran Agencies since 2021 and have escalated my way up within the company. I began working as a Tax prepare for Liberty Tax Moran Agencies; eventually, I was promoted to work in the insurance film. I am accurate and organized with strong problem-solving skills, extraordinary attention to detail, and a willingness to go beyond the job description. I am a fast learner with proven adaptability to new technology and applications.
Beverly Diaz
Beverly Diaz
CSR and Tax Pro
Beverly Diaz is responsible for identifying opportunities for dedicated tax preparation with extensive experience in Payroll, Account Payable, Accounts Receivable, and Data Entry Office Administration, and is available to perform notarizations.
I have been working for Liberty Tax Moran Agencies since 2021 and have escalated my way up within the company. I began working as a Tax prepare for Liberty Tax Moran Agencies; eventually, I was promoted to work in the insurance film. I am accurate and organized with strong problem-solving skills, extraordinary attention to detail, and a willingness to go beyond the job description. I am a fast learner with proven adaptability to new technology and applications.
Moran Agencies provide our clients with a full range of accounting, tax, and business consulting, as well as insurance. We serve thousands of individuals and hundreds of businesses, and most of our new clients are referred by existing clients. We are committed to providing quality, affordable services in a timely manner with a personal touch. We hope you will find our site easy to navigate and helpful for all of your insurance, accounting, and tax preparation needs. Moran Agencies and his team is focused on providing high-quality service and we will do everything to beat your expectations.
Who is Moran Agencies?
We are a multi-service agency providing expertise on accounting,
income tax preparation, and personal & business insurance.
Here’s what we’ve been working on.
Who is Moran Agencies?
We are a multi-service agency providing expertise on accounting,
income tax preparation, and personal & business insurance.
Here’s what we’ve been working on.
