About Mowery & Schoenfeld

Mowery & Schoenfeld stands out as a beacon of expertise and reliability in the bustling landscape of top CPA firms. Founded on the core principles of service excellence, in-depth industry knowledge, and a relentless pursuit of client success, this Chicago-based firm has carved out a reputation for being more than just accountants; they are trusted advisors and strategic partners to their clients.

One of the most impressive aspects of Mowery & Schoenfeld is their comprehensive suite of services. From assurance and audit attestations to intricate financial reporting and IFRS consultations, their offerings are vast and meticulous. The firm's business advisory services, which include succession planning and business valuation, are particularly noteworthy for businesses looking to secure long-term growth and stability. By providing these high-level services, Mowery & Schoenfeld demonstrates a keen understanding of the challenges and opportunities within various industry sectors, including healthcare, real estate, and manufacturing.

In the realm of tax services, Mowery & Schoenfeld excels in delivering tailored strategies to minimize liabilities and optimize financial opportunities. Their use of cutting-edge software solutions, such as QuickBooks and cloud-based systems, underscores their commitment to leveraging technology for efficient financial management. This modern approach to traditional CPA practices is a testament to their adaptability and client-focused mindset.

The firm's dedication to building lasting professional relationships is evident in their personalized services. They treat each client, whether a high-net-worth individual or a small business, with top-tier attention and care. This personalized touch, combined with their technical prowess, makes Mowery & Schoenfeld a firm that clients can trust for all their financial management and planning needs.

Mowery & Schoenfeld's commitment to its staff is also worth mentioning. Recognized as one of the best accounting firms to work for, they foster a diverse and inclusive environment where ideas can flourish, and employees are driven to provide the best service possible. Happy employees often translate to happy clients, and the firm's attention to their team's well-being speaks volumes about their values.

However, while the firm’s multitude of services and industry-specific knowledge is commendable, potential clients may find the wealth of complex information and options overwhelming. It's crucial for Mowery & Schoenfeld to continue demystifying financial jargon and making their services accessible to those who may not have a background in finance.

In conclusion, Mowery & Schoenfeld distinguishes itself in the competitive arena of top CPA firms with its robust service offerings, industry specialization, and technology integration. Their focus on building enduring client relationships and investing in their team's success positions them as a firm that not only understands the numbers but also the people behind them. For businesses and individuals seeking a firm that combines traditional accounting excellence with innovative strategies and genuine client care, Mowery & Schoenfeld is a compelling choice.

Products and Services

Mowery & Schoenfeld offers a comprehensive suite of services including assurance, business advisory, tax accounting, and wealth management, all designed to provide clients with strategic financial guidance and innovative solutions tailored to their unique business and personal wealth growth needs.

Assurance Services

Providing audit and attest services, financial reporting, IFRS consultation and conversion, forecasting and budgeting, and benefit plan audits to ensure compliance and financial accuracy.

Business Advisory

Offering strategic business planning, finance, risk management, and succession planning to help businesses navigate growth and long-term stability.

Tax Accounting Services

Delivering business tax services, tax incentives and credits, R&D studies, cost segregation studies, and state and local tax planning to minimize tax liabilities and optimize financial opportunities.

Wealth Management

Guiding clients through investment management, estate and trust planning, family office financial planning, and private client services for comprehensive wealth management solutions.

    Strengths

  • Recognized as a top 10 Illinois CPA firm, indicating a strong regional presence and reputation

  • Broad industry knowledge with specialized services, including benefit plan audits and international tax services

  • Proactive business advisory services, including risk management and succession planning

  • Comprehensive wealth management services that complement their accounting and tax expertise

    Weaknesses

  • While offering a range of services, there may be a potential for less personalized attention in comparison to smaller firms

Getting Started

Upon signing up with Mowery & Schoenfeld, you'll engage in a process that caters to your industry-specific needs. The firm offers a range of services from assurance and tax accounting to wealth management. The first steps will likely include an assessment of your business to determine the appropriate services and a strategic plan for growth. Clients can initiate the process by contacting Mowery & Schoenfeld through their website to set up a meeting with one of their accounting professionals. If you're unsure about this firm, take a look at the other companies in our rankings.