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C.J. Schlosser & Company, LLC

233 E Center Dr Alton, IL 62002

About

C. J. Schlosser & Company, L.L.C. is a local public accounting firm with offices located in Alton and Edwardsville Illinois. We serve clients throughout Illinois and Missouri, concentrating on the River Bend, Metro East and Southern Illinois regions as well as the St. Louis Metropolitan area.

Since 1937, our firm has been providing personal services to individuals, businesses and other entities. At C. J. Schlosser & Company, L.L.C. we emphasize quality. Our firm's system of quality control is reviewed every
three years by an independent accounting firm to determine our compliance with the quality control standards established by the AICPA. The firm is a member of the AICPA Private Companies Practice Section and the Illinois CPA Society.

Our partners and staff have the experience and knowledge to handle your business needs. We welcome you to contact us and arrange for a personal consultation.

Services

Audit & Review

The audit & review services department of C.J. Schlosser & Company, L.L.C. provides services to a wide variety of industries including manufacturing, construction, not-for-profit agencies and governmental units.  These services, while general in nature, can be tailored to the special needs or desires of the individual client.  Typical services are provided for the needs of:

  • Small to Medium-Sized Businesses
  • Healthcare Providers
  • Not-For-Profit Organizations
  • Governmental Entities (including School Districts)
  • HUD Multi-Family
  • Single Audits (A-133)
  • Benefits Plans Subject to ERISA (401k's, Pension Plans)
  • Financial Institutions
  • Low Income Housing Tax Credit Projects

Tax

At C.J. Schlosser & Company, L.L.C., our goal is to assist our clients with a full range of tax preparation and planning services to minimize your tax liability in accordance with provisions and regulations established by the taxing authorities.  Our years of experience and dedication to remaining up to date with ever changing tax laws puts us in a position to best assist you.  We also have years of experience in dealing with correspondence and notices from the taxing authorities and will remove the stress of dealing with those issues.

  • Individuals
  • Business (Corporations/Partnerships/LLCs)
  • Not-For-Profit
  • Trusts
  • Estate
  • IRS Representation
  • Planning and Review

Accounting

From start-up businesses to long established enterprises, C.J. Schlosser & Company, L.L.C. will provide you with insightful financial information and planning ideas to maintain and grow your company's profitability.  Whether it's annual financial services or day-to-day bookkeeping and comptroller services, our goal is to provide you with the level of service that meets your needs.  Our approach is to work with you in strengthening the financial position of your business and we are always just a phone call away when your financial questions arise.

  • Bookkeeping
  • Bill Paying (Businesses and Individuals)
  • Payroll Check Preparation
  • Compiled Financial Statements
  • Payroll Tax Filings
  • Sales Tax Filings

Specialized Business Services

In addition to the services that are typically associated with accountants, C.J. Schlosser & Company, L.L.C. has developed services that are specialized in nature and require the expertise of a knowledgeable professional.  We take pride in being available to provide that array of specialized services.  In addition, we are always searching for new areas of opportunity in which to apply our analytical and accounting backgrounds.  Below is a listing of just some of the additional services we can expertly provide for you. 

  • Valuations (Buy-Sell Agreements/Gifting/Estate Valuation)
  • Bond Verification Reports (Tax Exempt Issues)
  • Financial and Investment Planning
  • Budgeting and Forecasting
  • Business Acquisition and Start-Up Planning
  • HUD Cost Certifications
  • Arbitrage Calculations
  • Healthcare Consulting and Compliance
  • Investment Advisory

Forensic Accounting Services

The forensic accounting services department of C.J. Schlosser & Company, L.L.C. has the ability to examine data and records to detect and trace fraudulent transactions; interview suspects to obtain information and confessions; write investigation reports; advise clients as to their findings; testify at trial; understand the law as it relates to fraud and fraud investigations; and identify the underlying factors that motivate individuals to commit fraud.

Locations

233 East Center Drive
PO Box 416
Alton, IL 62002
Phone: 618-465-7717
Fax: 618-465-7710
cjschlosser@cjsco.com
80 Edwardsville Professional Park
Edwardsville, IL 62025
Phone: 618-656-2146 
Fax: 618-656-2147 
cjschlosser@cjsco.com

Our Staff

At C.J. Schlosser & Company, L.L.C. we have sixteen professionals, including three partners, as well as four support staff members to serve you from our Alton and Edwardsville, Illinois locations.  Our partners are:

 

       David M. Bartosiak, CPA

       Partner

         email us   Email         

 

Dave is a graduate of Southern Illinois University in Edwardsville, Illinois.  Dave has been with C.J. Schlosser & Company, L.L.C. since 1987, becoming a partner with the Firm in 1997.

Dave is in charge of the Firm's tax services providing tax preparation and planning services to both individuals and businesses. He also provides accounting and consulting services to small businesses and not-for-profit organizations, and is a Quickbooks Pro Advisor.

Dave is also a registered representative with Investment Planners, Inc. (Member FINRA/SIPC) providing services to individuals and businesses.  Check the background of this investment professional on FINRA's BrokerCheck.

Dave is a Past-President of the Boys & Girls Club of Alton, the Alton-Godfrey Rotary Club and Marquette Catholic High School school board.  He previously served as Chairman of the Alton Parks & Recreation Committee.  He has also been active in other community and service organizations in the area.

Dave is a member of the American Institute of Certified Public Accountants, the AICPA Personal Financial Planning Section, and the Illinois Society of Certified Public Accountants.

 

       Cindy A. Tefteller, CPA

       Partner

         email us   Email

Cindy graduated from Northeast Missouri State University (now Truman State University) in Kirksville, Missouri.  Cindy has been with C.J. Schlosser & Company, L.L.C. since 1986, becoming a partner with the Firm in 1997.

Cindy specializes in field audits and consulting engagements of long-term care facilities, senior housing communities, mental health providers, hospitals, HUD projects, and various small businesses and not-for-profit entities.

Cindy is a member of the American Institute of Certified Public Accountants, the Illinois Society of Certified Public Accountants and the Affordable Housing Association of Certified Public Accountants.  She is also an active member of the Jerseyville, Illinois Lions Club.

 

       Kevin J. Tepen, CPA, CVA

       Partner

         email us   Email

Kevin is a graduate of Illinois State University in Normal, Illinois.  He has been with C.J. Schlosser & Company, L.L.C. since 1987, becoming a partner with the Firm in 1997.

Kevin specializes in audit services, business valuations and bond verification reports.

Kevin is a member of the American Institute of Certified Public Accountants, the Illinois Society of Certified Public Accountants, the Government Finance Officers Association, the Godfrey-North Alton Business Council and the National Association of Certified Valuation Analysts.

 

Office Staff

Karen Burk and Meaghan Stilts in Alton 

Amber Higgins in Edwardsville

email us Email Karen, Email Meaghan, Email Amber

Karen, Meaghan, and Amber are the office staff for C.J. Schlosser & Company, L.L.C.  They will be happy to guide you to someone who can serve you.

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Views: 22791 | Updated: Feb, 7, 2024 | Added: Jul, 16, 2010
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Contact
200 W. Third Street | Alton, IL 62002
Suite 200
618.465.9850
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