Our Story

A Commitment to Our People, Clients, and Independence

Our Firm was founded in 1996 by members of large CPA firms looking for a new, more personal way to do accounting. A way to make it not just about checking boxes, but instead, about being trusted advisory partners who guide clients at every step.

Over the last three decades, we have done just that. We have built our reputation as a firm that grows from within — cultivating our incredibly talented team, investing in their success, and instilling in them the value of building meaningful relationships with their clients.

We have continuously adapted and grown by adopting new technologies and expanding our offerings to keep up with the always-changing industry and our clients’ evolving needs.

As we look toward the future, we’re committed to ensuring we have the right people, processes, and services in place to continue serving our clients — independently, as the firm you know and trust — for years to come.

ABOUT US

Our Approach: Embracing the Entrepreneurial Mindset

Our founders brought fresh insights to accounting, with a genuine passion for helping entrepreneurs and business owners. And that passion is woven into every aspect of the Firm.

When we started Mowery & Schoenfeld, we wanted creative, client-focused professionals to help clients grow their businesses and build their wealth. Instead of focusing solely on traditional compliance work, we emphasize consultative relationships and business development.

By staying ahead of financial and accounting challenges, we empower our clients to make smart decisions that drive their success. We believe our entrepreneurial mindset delivers real value for our clients and makes our work more rewarding.

Our History

1996

2001

  • Firm expands to Vernon Hills, IL

2008

  • Firm moves to new office in Lincolnshire at 475 Half Day Road to accommodate our 20+ employees

2009

  • Mowery & Schoenfeld acquires Katch Tyson & Company

2011

  • Mowery & Schoenfeld selected as a Best Accounting Firm to Work For by Accounting Today for the first of 14 times (and counting)

2012

  • Mowery & Schoenfeld acquires Baerson, Witonski, Berkowitz and Rubin
  • Firm launches internship program

2013

2014

2015

  • Firm launches M&S Cares initiative, dedicating employee service hours with the mission of “helping charities help children”

2016

  • Mowery & Schoenfeld acquires Gary Hart & Associates
  • Jeffery Mowery honored as a Managing Partner Elite (MP Elite) by Accounting Today

2017

  • Mowery & Schoenfeld named GGI Firm of the Year at the GGI World Conference in Vienna, Austria

2018

  • Firm opens office in Manila, Philippines, with support staff across tax, assurance, client advisory, and transaction advisory

2019

  • Firm moves into new Lincolnshire headquarters at 475 Half Day Road, Suite 500

2020

  • Mowery & Schoenfeld acquires IT services provider Xamin, Inc.
  • Firm opens first downtown Chicago office

2021

  • Firm launches GLOW (Growth and Learning Opportunities for Women), championing connection, development, and empowerment for women at the Firm

2022

2023

  • Mowery & Schoenfeld merges with Hochfelder & Weber, PC
  • Firm launches International Tax & Advisory practice and opens Miami office at 111 Brickell Ave., 10th Floor
  • Jeffery Mowery once again named a Managing Partner Elite (MP Elite) by Accounting Today

2024

  • Mowery & Schoenfeld Wealth Management moves to 550 Oakwood Ave. in Lake Forest

2025

2026

  • Firm celebrates 30 years, surpassing $48 million in revenue with 200+ employees