Passionate financial advocates.
JM Hartmann & Co. is an accounting firm located in Libertyville, IL serving Lake County and beyond. We are a CPA firm with over 40 years of combined experience dedicated to protecting the financial interests of our clients. Whether you are just starting out, have a well-established business, or are in the market for a fresh perspective and new resource, our goal is always the same - to provide our clients with counsel and service that best meets their needs.
Get in touch with us to set up a consultation by calling, emailing, or using the contact form at the bottom of this page to inquire about our services. Contact us today to see how we can best serve you.
We are conveniently located on Milwaukee Avenue in the Hilltop Executive Center.
1580 S. Milwaukee Avenue, Suite 525, Libertyville, Il 60048-3775
1725 Skyway Drive, Longmont, CO 80504 - by appointment only
➤ OFFICE HOURS
Monday - Friday 9:00 am - 5:00 pm
Areas of Practice
We provide on-site, remote and off-site accounting services that are customized to meet our clients' needs. We visit our client's location to get the best understanding of their business. We are technologically sophisticated and support Sage, Xero cloud-based accounting, and traditional providers like Quickbooks.
FINANCIAL DUE DILIGENCE
Financial due diligence is the research done, before engaging in any legal or financial business transaction, that helps minimize potential risks. It is used to validate material facts that are relevant and important to a transaction. Everyone should conduct financial due diligence, which is why we make it a priority. Here at JM Hartmann & Co., we have the tools and experience necessary to prioritize and perform financial due diligence.
TAX PLANNING & PREPARATION
Taxes are the largest cost to businesses and their owners. We have U.S., multi-state and international tax experience to meet your needs. We are masters at simplifying complexity and staying abreast of changes in the tax code.
FAMILY FINANCIAL ADVISOR
Our clients stay with us for the long haul. We have been privileged to work with multi-generational clients and provide assistance and support for a range of life transitions.
MERGERs & ACQUISITIONS
We have 33 years of experience working with mergers & acquisitions on projects of up to $60 million. Our projects have included selling to both public and private entities.
FINANCIAL BUSINESS DEVELOPMENT
We help our clients succeed by lending counsel and support in the following areas: as a CFO at large; serving as a trustee; helping establish lines of credit; and facilitating business sales.
Use the form below to contact us regarding your accounting needs. Please be as detailed as possible. Include your industry along with any specific document requests. You may also email or call us to make an appointment.
For job opportunities, please email us your resume. We’re always looking for new and exceptional talent.