Financial Benchmark Ltd
Financial Benchmark Ltd

Financial Benchmark Ltd

Offers remote services
Offers remote services
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Introduction: My main goal is to throughly assist your bookkeeping, payroll and tax preparation requirements to have the best possible consideration for your ideal return; collating and preparing financial documents for your company needs and demands monthly, quarterly and yearly.

Hired 1 time

Serves Petaluma, CA

Background checked

License verified

1 employee

4 years in business

Payment methods

Apple Pay, Cash, Check, Credit card, Google Pay, PayPal, Square cash app, Venmo, Zelle

Featured Projects

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Customers rated this pro highly for professionalism, work quality, and responsiveness.


3 reviews


pro avatar
Steve P.
7 days ago

Hired on Thumbtack

Hired on Thumbtack

Rochelle was awesome, punctual, easy to work with and got everything done I needed. I will be using her again!
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Nancy C.
Mar 29, 2020
Rochelle with Financial Benchmark is the best tax preparer I’ve ever worked with. She worked to bring me current and made sure everything was in order and done correctly. I felt like she really had my best interests in mind. Her goal was to work toward a positive outcome and she did that and more! She also made sure the due diligence was done on my taxes (photos and measurements taken of my home work space, for example) which I appreciated. I highly recommend!! Thank you, Rochelle.
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Charles J.
Apr 1, 2020
Rochelle at Financial Benchmark knows what she is doing and is very pleasant to work with.

License Type: Tax Preparer (CTEC) (CA)

License verified on 11/2/2020

Background Check

Rochelle Moritz


  • What should the customer know about your pricing (e.g., discounts, fees)?

    Professional fees are priced reasonably

  • What is your typical process for working with a new customer?

    Developing a professional working relationship

  • What education and/or training do you have that relates to your work?

    CRTP Certification PTIN Certification

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