Business Details
36 Years
experience
Your Trusted Accounting Partner in Auburn, IL
Jeff S. Mortimer, C.P.A is a family-owned accounting firm with over 30 years of experience serving individuals and businesses of all sizes. Founded in the early 1990s by Jeff Mortimer, a seasoned Certified Public Accountant, the firm evolved from a basement startup to a multi-location practice with offices in Auburn, Illinois, and Osage Beach, Missouri. Our expertise spans tax preparation, strategic tax planning, outsourced CFO services, and comprehensive accounting solutions tailored to meet each client's unique needs. We prioritize proactive financial guidance to help clients save money and avoid unexpected tax liabilities. With a dedicated team of professionals, including Senior Accountant Amanda Dorks and Office Manager Kris Mortimer, we deliver personalized service across Central Illinois and the Lake of the Ozarks region.Our commitment to flexibility allows businesses to access full-time expertise without hiring in-house staff. We specialize in QuickBooks and other accounting systems, offering implementation, troubleshooting, and ongoing support. The firm expanded to Missouri in 2020, extending our trusted services to new communities while maintaining our core values of integrity and client-focused care. Our long-standing reputation reflects decades of helping clients navigate complex financial decisions with confidence.
Services
Controller/CFO Services
Accounting Services
Tax Planning
Tax Preparation
Bookkeeping
Details
- Year established: 1990
Highlights and features
- We offer 30+ years of CPA expertise in tax and accounting services
- Our tailored solutions adapt to businesses of all sizes and needs
- Two convenient locations serving Illinois and Missouri clients
- Full-time professionals manage accounting, payroll, and software systems
- Proactive tax planning helps clients avoid unexpected year-end liabilities
Associations and certifications
- CPA
What people say
Expert tax planning
Personalized solutions
Knowledgeable staff
Reliable accounting
Proactive guidance
Services
Controller/CFO Services
We provide outsourced CFO expertise to guide business decisions without requiring full-time hires. Our services include financial strategy development, budget oversight, and accounting department management. Businesses gain access to seasoned professionals who deliver actionable insights and scalable solutions tailored to their specific needs.
Accounting Services
Our team handles complete accounting functions including accounts receivable, payable, and payroll. We implement and troubleshoot accounting software systems like QuickBooks, offering flexible support from temporary assistance to ongoing management. Clients benefit from accurate financial records maintained by experienced professionals.
Tax Planning
We help clients proactively manage tax obligations through year-round planning. Our approach identifies deductions and structures financial decisions to minimize liabilities. Regular consultations ensure businesses and individuals remain prepared for tax season while optimizing their financial positioning.
Tax Preparation
We prepare accurate tax returns for individuals and businesses while maximizing available credits and deductions. Our expertise covers complex filings for sole proprietors, partnerships, corporations, and estates. Clients receive thorough documentation and clear explanations of their tax situations.
Bookkeeping
We maintain precise day-to-day financial records using modern accounting systems. Services include transaction categorization, financial statement preparation, and reconciliation. Our scalable solutions adapt to businesses' changing needs while ensuring consistent, reliable bookkeeping practices.
People
Jeff Mortimer
Owner
Certified Public Accountant with over 30 years of experience guiding financial decisions. Founded the firm in the 1990s after serving as CFO for a mid-sized company. Specializes in tax strategy and outsourced CFO services for businesses.
Kris Mortimer
Office Manager
Manages daily operations and client coordination since the firm's early years. Provides organizational leadership and ensures smooth service delivery across both office locations. Serves as key point of contact for client administrative needs.
Amanda Dorks
Senior Accountant
Experienced CPA handling complex accounting and tax matters. Specializes in business tax preparation and software system implementation. Provides technical expertise and detailed financial analysis to support client needs.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, accounts receivable/payable management, and outsourced CFO services tailored to small business needs.
How can tax planning benefit my business?
Proactive tax planning helps identify deductions, structure financial decisions, and avoid unexpected liabilities through year-round strategic guidance.
Do you serve clients outside Auburn, Illinois?
Yes, we serve clients throughout Central Illinois and the Lake of the Ozarks region with offices in Auburn and Osage Beach.
What accounting software do you support?
We specialize in QuickBooks but support various accounting systems with implementation, troubleshooting, and training services.
Are your tax preparation services available for individuals?
Yes, we prepare personal tax returns, estate taxes, and trust filings while helping individuals optimize their tax situations.
