Business Details
25 Years
experience
Your Trusted Partner for Strategic Financial Solutions
HeimLantz has been a trusted full-service CPA and advisory firm serving Mid-Atlantic businesses since 2001. Our team of credentialed professionals specializes in strategic financial planning, tax compliance, business valuation, and consulting services tailored to entrepreneurs, government contractors, construction firms, and technology companies. With a commitment to personalized service, we prioritize client goals through proactive planning, industry-specific expertise, and a high ratio of CPAs to ensure clarity and confidence in every financial decision.Recognized for innovative technology use and named among the Best Accounting Firms to Work For, we combine technical excellence with a dedication to making lives better through sustainable financial strategies. Our flat-fee engagement model and client-centric approach foster long-term partnerships built on trust, transparency, and measurable results.
Services
Tax Planning
Business Valuation
Consulting Services
Wealth Management
Audit & Attest
Federal Government Contracting
Coaching Services
Details
- Year established: 2001
Highlights and features
- We offer over 20 years of experience in CPA and advisory services for Mid-Atlantic businesses.
- Our team includes credentialed professionals with expertise in government contracting and technology sectors.
- We provide tailored financial strategies aligned with individual and business goals.
- Our flat-fee engagement model ensures transparent, predictable pricing.
- Recognized as a U.S. Top Ten firm for innovative technology use by Accounting Today.
What people say
Center of excellence
Top-notch accounting firm
Flat fee engagement model
Exceptional communicators
Proactive financial guidance
Services
Tax Planning
Our tax planning services help businesses and individuals navigate complex regulations while minimizing liabilities. We focus on long-term strategies for compliance, savings, and financial growth. Clients benefit from proactive planning tailored to their unique needs, ensuring preparedness for audits and regulatory changes.
Business Valuation
We deliver precise, defensible business valuations for mergers, acquisitions, estate planning, and strategic decisions. Our data-driven approach ensures clarity on enterprise value, supporting informed negotiations and regulatory compliance. Clients receive tailored reports that withstand scrutiny in legal and transactional contexts.
Consulting Services
Our consulting services combine financial expertise with strategic insight to guide business decisions. We assist with succession planning, M&A advisory, and operational efficiency, helping clients build transferable value. Solutions are customized to align with personal and organizational goals for sustainable growth.
Wealth Management
Wealth management services focus on creating lasting financial legacies through investment strategies and estate planning. Our advisors help clients preserve wealth, minimize tax exposure, and achieve long-term objectives. Personalized plans adapt to evolving life stages and market conditions for optimal outcomes.
Audit & Attest
Our audit and attest services provide independent verification of financial statements to enhance credibility with stakeholders. We specialize in ERISA-compliant employee benefit plan audits and regulatory compliance. Clients gain confidence in financial reporting and operational transparency through rigorous, standards-based evaluations.
People
Thomas J. Lantz, Jr.
CEO
With over two decades of leadership experience, Thomas J. Lantz, Jr. guides HeimLantz's strategic vision. A CPA and CITP, he focuses on innovation and client-centric solutions while maintaining the firm's founding principles of integrity and excellence.
Daniel T. Russell
Director of Business Development
Daniel T. Russell, a CPA and business valuation expert, brings technical precision and educational expertise to client advisory services. He specializes in succession planning, M&A advisory, and strategic growth strategies for privately held businesses.
Joshua Price
Audit & Attest Services Leader
Joshua Price, a CPA with over a decade of audit experience, specializes in financial reporting for businesses, nonprofits, and retirement plans. He ensures compliance and transparency in assurance engagements while delivering actionable insights to clients.
Amy K. Smith
Tax Compliance and Planning Leader
Amy K. Smith, a CPA and personal financial specialist, focuses on tax strategies that minimize liabilities and align with long-term goals. Her expertise includes estate planning and regulatory compliance for individuals and businesses.
Annemarie K. Heim
Senior Manager
Annemarie K. Heim, a CPA, contributes to the firm's growth through leadership in accounting services. Recognized as a Maryland Association of CPAs honoree, she emphasizes technical excellence and client-focused solutions in her advisory work.
Questions
What industries does HeimLantz specialize in?
We specialize in serving government contractors, construction firms, technology companies, professional services, and nonprofit organizations.
How does HeimLantz approach tax planning?
Our tax planning focuses on minimizing risk, maximizing savings, and ensuring compliance through personalized strategies aligned with long-term goals.
What sets HeimLantz apart from other accounting firms?
We combine a high ratio of CPAs with industry-specific expertise, a flat-fee model, and a commitment to making lives better through financial clarity.
Do you offer business valuation services?
Yes, we provide defensible business valuations for mergers, acquisitions, estate planning, and strategic decision-making.
How does HeimLantz support business succession planning?
Our STEPS Program helps owners evaluate timing, value, and succession strategies to protect legacy and future goals.
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