BloomSchon CPAs LLC

BloomSchon CPAs LLC is a private independent certified public accounting firm that provides accounting, tax and advisory services to privately held companies, professional practices, investment partnerships and entrepreneurs, and offers personal and family financial planning in conjunction with external investment and legal advisers. Its business services focus on small- and middle-market companies and include guidance across the business life cycle, tax and estate planning, and periodic portfolio and performance reviews.

Rather than acting as a primary money manager, the firm partners with outside investment advisers and money managers: clients select an external portfolio manager, set any investment restrictions, and BloomSchon assists with asset-allocation review and annual account monitoring. The firm does not custody or directly manage client accounts; it reports no assets under management and is compensated in some cases by sharing a percentage of an outside manager’s advisory fee, while also offering hourly or fixed-fee planning engagements.

BloomSchon is notable among firms in this category for being anchored in a CPA practice that combines accounting and tax advisory work with coordination of outside investment managers, and for principals who hold both accounting and financial/insurance licenses. The firm discloses a Code of Ethics, does not accept proxy-voting responsibility or discretionary trading authority for client accounts, and reports no disciplinary history.