Cheri M. Mock, CPA, MST, PFS
Partner, Tax Services
Email: Tel: 847-374-0400
Areas of Expertise:
Since 1980, Cheri Mock has focused on finding tax planning opportunities for closely held businesses, their owners and high net-worth individuals. Whether the need is for bank financing, an IRS audit or preparing tax returns, Cheri's technical skills combine with her planning and strategic experience to design creative solutions. For individuals and high-net-worth clients, she regularly assists in investment planning, retirement planning, and estate planning.
Professional and Commercial Services, Manufacturing, Publishing, Distributorships, Healthcare, High Net Worth Individuals, Trading
Cheri spent the first 13 years of her career in the tax and personal financial planning practice of the international accounting firm KPMG. In 1993, she left to join FGMK, LLC as a Partner of the firm, where she was promoted to Partner in Charge of Tax Services in 2001. She serves as a technical tax resource to each of the partners at FGMK and designs the firm's tax education programs. Cheri also is a frequent speaker and author on matters related to S Corporations, personal financial planning, and the changing tax laws.
Education & Credentials:
B.S., Business/Accounting Major, Indiana University, 1980
M.S. Taxation DePaul University, 1987
PFS, Certified Personal Financial Specialist, as accredited by the AICPA, 1992
Illinois CPA Society
American Institute of Certified Public Accountants
"For me, being a tax consultant is more than just knowing the tax laws. It involves a firm understanding of investment issues, financing issues and business strategies. I believe that in today's environment, we can't just answer tax questions. Instead, we have to identify opportunities and structure total solutions."