Our Story

From Basic Accounting to a Proactive Approach

After working in various accounting firms, Jeff Mowery and Keith Schoenfeld had an epiphany: A CPA firm can — and should — go beyond providing traditional auditing and compliance services to helping its clients increase profitability and wealth. So in 1996, they established Mowery & Schoenfeld, LLC, a CPA firm that takes an entrepreneurial, strategic approach to helping clients grow their businesses and achieve financial security. Over the years, the firm has helped some very successful companies to achieve their goals.

Currently, Mowery & Schoenfeld is a large, local Chicagoland CPA firm with over 120 employees and 13 partners. We developed industry service groups to focus on the unique needs of clients in various sectors: Manufacturing, Wholesale and Distribution; Construction and Real Estate; Business Tax; Private Client; and Outsourced CFO. Our tax department comprises dedicated professionals who provide complex and specialized tax services to our clients seeking to minimize their tax liability.

Our Approach

Our founders bring a unique perspective to the field of accounting. We have a passion for working with entrepreneurs and business owners. By proactively addressing finance- and accounting-related issues as they arise, we help our clients make the best business decisions possible — decisions that help them meet their overall business goals.

In establishing Mowery & Schoenfeld, we saw an opportunity for creative, client-oriented individuals to focus on working with clients to increase profitability and wealth. Rather than concentrating on the historical measurement and compliance work traditionally performed by CPA firms, we wanted to emphasize business development and improvement.

We feel that our entrepreneurial approach creates substantial value for our clients and provides a higher degree of personal satisfaction for our team. We know that we have made a meaningful contribution to the success of many of our clients and we will continue to do so in the future.

Our History

Mowery & Schoenfeld has a history of mergers, with four transactions in five years. After each transaction, we successfully developed and enhanced the relationship between our firm and the clients of our merged firms. Our merger activity permitted us to increase our capacity and service offerings to meet the expanding needs of all of our clients.

  • 1996
    Jeffery Mowery and Keith Schoenfeld established Mowery & Schoenfeld, LLC.
  • 2009
    Mowery & Schoenfeld successfully acquired Katch Tyson & Company.
  • 2012
    Mowery & Schoenfeld acquired Baerson, Witonski, Berkowitz and Rubin, making the new company one of the area’s largest firms focused on serving the business and financial advisory needs of mid-sized businesses.
  • 2013
    The merger of Mowery & Schoenfeld with the CPA firm of Wolowicki and Associates was completed.
  • 2014
    Mowery & Schoenfeld acquired the practice of Helen M. Wydra, CPA.
  • 2016
    Mowery & Schoenfeld acquired the practice of Gary Hart & Associates, CPA.

A Great Place to Work

We are the proud recipients of several awards and industry recognition:

  • Best Accounting Firms to Work For in each of the last nine years from Accounting Today
  • Best Place to Work for Millennials in 2015 by The Center for Generational Kinetics
  • Fastest-Growing Firms by Inside Public Accounting for 2014 and 2017
  • Best of the Best Firms by Inside Public Accounting for 2017

Helping Charities Help Children

At Mowery & Schoenfeld, we believe in serving in and engaging with the communities in which we do business. This is part of who we are as individuals and as a company. Through M&S Cares, we participate in charitable events and activities that benefit children in the Lake County, IL area: