Our Team

Cheri M. Mock, CPA, MST, PFS Partner

Tax Partner

Areas of Experience:

Since 1980, Cheri Mock has focused on finding opportunities for tax planning for closely held businesses, their owners and high net-worth individuals. Whether the need is for bank financing, an IRS audit or preparing corporate tax returns, Cheri's excellent technical skills combine with her planning and strategy experience to design creative solutions. For individuals and high-net-worth clients, she regularly assists in investment planning, retirement planning, and estate planning.

Industries Served:

High Net Worth Individuals, Healthcare, Professional Services, Distributorships, Manufacturing, Trading

Background:

Cheri spent the first 13 years of her career in the tax and personal financial planning practice of KPMG Peat Marwick. 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

Memberships:

Illinois CPA Society
American Institute of Certified Public Accountants

Personal Philosophy:

"For me, being a tax consultant is more than just knowing the tax laws. It also 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 options and structure total solutions."

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