M&
Wealth Management Advisor
Mowery & Schoenfeld LLC
Lake Forest, Illinois, US
An Illinois top-10 CPA firm founded in 1996, offering accounting, tax, audit, advisory, wealth management, outsourced accounting and managed IT services to growing mid-sized businesses.
Mowery & Schoenfeld LLC is a CPA firm founded in 1996 and ranked among the top ten accounting firms in Illinois. It employs more than 200 people, including 20 partners, across four offices in Lincolnshire, Chicago, Miami and the Philippines. The firm was established by professionals from large firms who sought a more personal approach to accounting, and it concentrates on fast-growing, mid-sized companies.
Its practice spans accounting, tax planning and preparation, assurance and audit, business advisory, transaction advisory, wealth management and outsourced accounting. Managed IT services are delivered through a partnership with Xamin, forming part of a broader suite of solutions. Clients come from industries including construction, manufacturing, real estate, technology, healthcare and professional services.
On the workplace side, the firm has been named a Best Firm to Work For by Accounting Today and a Best Place to Work in Chicago by Crain's Chicago Business. Its M&S Cares programme prioritises community service, and the firm has received the Illinois CPA Society's Time and Talent Public Service Volunteerism Award.