Articles from Mowery & Schoenfeld, LLC

Mowery & Schoenfeld, LLC, a leading accounting, advisory, tax, and IT services firm, has expanded its business turnaround services, designed to help companies navigate and overcome challenging times.

Mowery & Schoenfeld, a leader in financial advisory and accounting services, has launched Lincolnshire Capital Advisors, a boutique investment firm dedicated to providing strategic capital advisory and deal advisory services to middle-market businesses. This collaboration enables Mowery & Schoenfeld to offer enhanced expertise in mergers & acquisitions, strategic advisory, and capital planning.

Mowery & Schoenfeld Wealth, a leading financial advisory firm, is proud to announce its inclusion in Newsweek’s list of America’s Top Financial Advisory Firms for 2025. This accolade highlights Mowery & Schoenfeld Wealth's unwavering commitment to delivering personalized financial guidance, innovative solutions, and exceptional service to its clients.

Judd Appel recently joined Mowery & Schoenfeld as a Partner in the Transaction Advisory Services practice. Appel has over 20 years of expertise in transaction advisory services and investment banking. His focus is to drive the firm’s pipeline and execute sell-side transactions.

Mowery & Schoenfeld has been named an Inside Public Accounting (IPA) 200 firm, earning spot #151 this year. The Firm was also named one of IPA’s 200 Fastest-Growing Firms for moving from spot #173 to #151.

Mowery & Schoenfeld, LLC is excited to announce the launch of our new International Tax Practice and the opening of our Miami office. This strategic expansion offers the Firm greater scale and depth while increasing our ability to respond to the evolving needs of our clients with a keen understanding of foreign tax regulations and cross-border transactions. Along with this new area of expertise, we welcome two new leaders: Fernando R. Lopez as International Tax Partner and Ricardo Aramburo Williams as International Tax Principal and Director of Latin American Services.

Mowery & Schoenfeld, LLC is proud to announce Ann Kidd, Director of Marketing, was named one of the 2022 Crain’s Chicago Business Notable Leaders in Community Development. This award recognizes leaders who have made a difference by working to improve underserved communities—from those underrepresented in industry to historically overlooked populations and beyond.

Mowery & Schoenfeld, LLC is pleased to announce the continued growth of both our Firm and its leadership with the promotions of Jed Ang, Nicole Lindley, and Brandon Potocki to Tax Partners and Tim Long to Assurance Partner.

Mowery & Schoenfeld, LLC is pleased to announce the appointment of Kristy McCullough as Managing Director of Wealth Management.