Lake Zurich
Acquired a firm in 2006
T: 847.395.6000
F: 847.395.6010
A: 765 Ela Rd Suite 310 Lake Zurich IL 60047
Lake Zurich
In our time in this community, we’ve got the chance to see businesses flourish and grow. We love working with small-town businesses because, with them, it’s all about the story and relationships that make a business great. It’s about building a community. Just a short distance from Downtown, Chicago – Lake Zurich is a great town with several burgeoning businesses. Kaizen CPAs + Advisors is a licensed CPA firm for Lake Zurich small businesses.
We provide folks in the Lake Zurich area with sound financial advice to keep them informed. We also act as business management counsel to keep these businesses inspired along their journey. This, combined with information technology and our proactive approach, helps Lake Zurich businesses grow and succeed – not just during tax season. Our clients tell us our education and guidance provide the kind of confidence that allows them to sleep better. In short, we worry about your business financials and upkeep, so you don’t have to.
Most small business owners in Lake Zurich have to learn their craft, trade, and profession “on the job.” In other words, they learned from working in the business. In most small businesses, the owner is the CEO, CFO, HR chief, sales team, and custodian. Many small business owners don’t know how to minimize their taxes or how to best structure their companies - and many don’t handle cash flow well either. We provide folks in the Lake Zurich area with sound financial advice to keep them informed. We also act as business management counsel to keep these businesses inspired along their journey. Our CPA clients in Lake Zurich tell us our education and guidance provides the kind of confidence that allows them to sleep better. Here’s what some of our clients have to say.

Anne Becker
Anne is a graduate of Elmhurst College with a degree in accounting and a licensed enrolled agent(EA). She started her career in a top tier firm and brings many years of experience with high-net-worth individuals, tax preparation, and accounting....
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Anne married into the restaurant business, and with an intimate understanding of the restaurant biz, she has a specialized focus on the restaurant and food service industry.
Anne volunteers for multiple animal shelters and has fostered many animals over the years. She also enjoys spending time with her family (including the dogs – they are family, after all). She gets grounded in her garden and in her kitchen. Anne is a hobby baker...cakes, cookies, and some impressively elaborate cakes for friends and family birthdays!

Melissa Hartmann
Melissa joined the firm in 2018.Melissa is a licensed CPA, enrolled agent (EA) and QuickBooks Online ProAdvisor, with a degree in Accounting, Banking & Finance/Extended Finance and a master’s degree in accounting....
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Outside of accounting, Melissa loves being on a boar and even used to be a professional water-skier (we suspects she may be amphibious). She enjoys seeing live bands and spending time with her three boys – husband George, young son Linc, and their seemingly eternal-puppy Tucker.

Henry Joern
Henry graduated from Northern Illinois University with a degree in accounting. Prior to joining the firm in 2021, he spent 11 years in accounting and finance roles, with a specific concentration in corporate finance and analysis, for mid-sized companies in a variety of industries, including law, contractor services, and distribution and logistics...
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Henry grew up in the northern suburbs of Chicago where he spent time working at his family-owned and operated concrete business, learning first hand all that’s involved in running a business. Outside of work Henry enjoys dining out, cooking, and Chicago sports. What’s his specialty in the kitchen? Here ally likes to toss things together to create his own dish, but being a Chicagoland native, he’s been known to make a mean Shrimp DeJonghe.
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Working with James Hamlin has been the best experience with any accountant we've ever worked with. Our accountant, Rick, always has our best interest at heart. He acts as a great financial partner and is a joy to work with. The rest of the crew in the Lake Zurich office has been great any time we've gone in to meet. We highly recommend James Hamlin!

Best small business CPA firm we have used, been in business for 51 years! Highly recommend this CPA firm!

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