— Practice Group: Estate & Trust Services
— Practice Group: Tax Services
Matthew J. Schambach, CPA, is a senior member of Porte Brown’s Estate & Trust and Tax practice teams, based in the firm’s Elgin office. With more than 27 years of experience, he provides accounting, consulting, and tax services to closely held businesses, high-net-worth individuals, trusts, and private foundations.
As a leader within the Estate & Trust practice, Matthew partners with clients, advisors, and attorneys on estate planning, charity planning, and gift tax planning. He also contributes to the Tax practice team, offering expertise in small business accounting, sales tax, payroll tax, income tax, and financial statement analysis.
Beyond his professional work, Matthew has dedicated his time to serving nonprofit organizations as treasurer, reflecting his commitment to community service. He is a licensed CPA, a member of the Illinois CPA Society, and a member in the Northwest Suburban Estate Planning Council.
Matthew earned his Bachelor of Science from Loyola University in 1998 and his Master of Science in Accounting from Roosevelt University in 2003. As a lifelong resident of Elgin, Illinois, he continues to live and work in the community where he grew up.
Expertise
Federal and State Income Tax Preparation
Estate and Trust Tax Returns
QuickBooks Accounting and Consulting
Trust and Estate Planning
Tax Planning
Financial Statement Analysis and Consulting
Trust Accounting
Education
Bachelor of Science, Loyola University
Master of Science in Accounting, Roosevelt University
Certification
Certified Public Accountant
Civic and Professional Involvement
Illinois CPA Society: Member
Northwest Suburban Estate Planning Council: Member
Matthew J. Schambach is not affiliated or registered with Cetera Wealth Services, LLC. Any information provided by Matthew J. Schambach is in no way related to Cetera, its affiliates, or its registered representatives.