Business Details
Your Trusted Chicago CPA Partner
Mowery & Schoenfeld is a full-service public accounting, advisory, and technology firm committed to partnership and proactive client growth. Founded on expertise and relationship-building, we serve privately held companies, individuals, and families with tailored solutions in tax, assurance, wealth management, and business advisory services. Our Chicago-based team combines the resources of a large firm with the personalized attention of a boutique, offering specialized insights in industries like construction, healthcare, and technology. With over three decades of nationwide and international experience, we prioritize future-focused strategies to enhance profitability and long-term success. Our consistent engagement teams ensure familiarity and trust, while our subsidiary Xamin provides cybersecurity and IT services to protect client interests.Recognized as a top 10 Illinois firm and a top workplace by Crains Chicago Business, we emphasize transparency, innovation, and partner accessibility. By aligning financial operations with broader strategic goals, we empower clients to navigate complex regulatory landscapes and seize opportunities for growth. Our commitment to E-E-A-T principles is demonstrated through decades of industry-specific expertise, certified professionals, and a client-centric approach that prioritizes measurable outcomes over generic advice. We distinguish ourselves through seamless integration of accounting, advisory, and technology services, ensuring comprehensive support for evolving business needs while maintaining ethical standards and operational excellence.
Services
Tax Services
Assurance
Business Advisory
Private Client
Transaction Advisory
Wealth Management
Cybersecurity Assessments
Technology Services
International Accounting
Capital Advisory
Highlights and features
- We specialize in industry-specific tax and advisory services with over three decades of experience.
- Our consistent engagement teams provide personalized service with partner-level accessibility.
- Recognized as a top 10 Illinois CPA firm and top workplace by Crain's Chicago Business.
- Xamin subsidiary enhances cybersecurity and IT solutions for comprehensive client protection.
- We integrate accounting, advisory, and technology services to address evolving business needs.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Services
We provide strategic tax planning, compliance, and minimization strategies for businesses and individuals. Our CPAs stay updated on evolving regulations to ensure compliance while optimizing savings. By integrating tax insights into broader financial strategies, we help clients reduce liabilities and capitalize on incentives for long-term growth. Services include business tax, individual tax, estate tax, and state/local tax planning.
Assurance Services
Our assurance services enhance stakeholder confidence through accurate financial reporting and regulatory compliance. We conduct audits, reviews, and attestations under AICPA and SSAE standards, focusing on transparency and risk mitigation. Specialized expertise in construction, healthcare, and technology sectors ensures tailored solutions for SEC filings, mergers, and internal control improvements.
Wealth Management
We offer comprehensive wealth management for high-net-worth individuals and families. Services include estate planning, investment advisory, family office support, and charitable giving strategies. Our personalized approach safeguards assets, minimizes tax burdens, and ensures intergenerational wealth transfer aligned with long-term objectives.
Business Advisory
Our advisory team provides strategic guidance on business growth, risk management, and operational efficiency. From startup phases to succession planning, we address industry-specific challenges in finance, compliance, and market expansion. Services include transaction advisory, capital strategy, and process optimization to improve profitability.
Technology Services
Through subsidiary Xamin, we deliver managed IT services and cybersecurity solutions. Our offerings include network protection, data encryption, compliance audits, and incident response planning. These services safeguard client operations from cyber threats while ensuring alignment with industry regulations for financial and data security.
People
Jeffery Mowery
Managing Partner, Founder
Jeffery Mowery founded Mowery & Schoenfeld with a vision to combine technical expertise and personalized service. Under his leadership, the firm became a top 10 Illinois CPA firm, emphasizing client growth and industry specialization.
Keith Schoenfeld
Founder, Wealth Partner
Keith Schoenfeld co-founded the firm and leads wealth management initiatives. With decades of experience, he advises high-net-worth families on asset protection, estate planning, and financial strategies for long-term prosperity.
Thomas Keenan
Partner, Assurance Services Leader
Thomas Keenan oversees assurance services, specializing in audits for construction, healthcare, and technology sectors. He ensures compliance with GAAP and delivers insights to enhance financial transparency and stakeholder trust.
Michael Deering
Partner, Tax Services Leader
Michael Deering leads the tax team, focusing on strategic compliance and minimization for businesses and individuals. His expertise includes state/local taxation and transactional tax planning to optimize client savings.
Matthew Schoenholtz
Partner, Client Advisory Services Leader
Matthew Schoenholtz provides client advisory services, addressing operational challenges and growth strategies. His industry knowledge spans manufacturing, distribution, and professional services, driving efficiency and profitability for clients.
Questions
What industries does Mowery & Schoenfeld specialize in?
We specialize in construction, healthcare, technology, manufacturing/distribution, and professional services industries.
How does your firm approach tax planning?
We take a proactive approach, integrating tax strategies with overall financial goals to ensure compliance and minimize liabilities.
Do you offer international accounting services?
Yes, our international services support clients with cross-border transactions, compliance, and reporting requirements.
What sets your assurance services apart?
Our assurance team combines technical expertise with industry-specific knowledge to deliver actionable insights and regulatory compliance.
Can you assist with wealth management for high-net-worth individuals?
Yes, our private client services focus on estate planning, investment management, and intergenerational wealth transfer strategies.
Do you provide technology and cybersecurity services?
Through our subsidiary Xamin, we offer managed IT services and cybersecurity solutions to protect client operations.
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