HeimLantz CPAs and Advisors is a full service Certified Public Accounting firm with offices in Alexandria, Virginia, and Annapolis and Lexington Park, Maryland. Our team of professionals is dedicated to helping clients reach their business and personal goals. We are not simply accountants, but advisors who want to help you succeed. Our firm’s Purpose is Making Lives Better. In order to guide us to fulfill this Purpose, we created a set of Core Values that our team is committed to follow. Our Purpose and Core Values inform who we are as a firm and how we define ourselves as professionals.

Core Values:

Collaborate For The Best Results.
Creating Strong Relationships Based On Mutual Honesty And Integrity.
Own Your Actions - Take Personal Responsibility.
Innovate To Differentiate.
Get It Done!
Desire To Be Better.
Happy And Caring People Make Us Better.

In addition to having a team of experienced CPAs and CPA candidates, HeimLantz’s technical expertise includes certified Business Valuation experts, Certified Fraud Examiners, Enrolled Agents, and a range of other financial specialties. We help companies and their principals maximize value through each phase of growth and transition.

Our specialties include:

• Privately Held Businesses
• Closely Held Businesses
• Construction Industry
• Real Estate
• Professional Services companies
• Audit and Attest Services
• Tax Planning and Preparation Services
• Business Consulting
• Mergers and Acquisition Consulting
• Outsourcing of Accounting and Financial Management
• Litigation Support 
• Business Valuations by Certified Experts
• Forensic Investigations
• Expert Witness Services, Including Court and Deposition Testimony
• Succession Planning
• Estate and Gift Planning

Our Background:

Carter Heim and Tom Lantz each grew a successful accounting practice from the mid-1970s through the 1990s. They merged their firms to form HeimLantz in 2001, creating a formidable regional synergy of talent and experience.

Accounting

Construction

Consulting

Professional Services

Real Estate

HeimLantz CPAS & Advisors

HeimLantz CPAS & Advisors' headquarters in Annapolis, MD, United States

Thomas Lantz

Nicole Roudiez

Kathie Sulick

Laura MacAuley

Dave Hillery

Daniel T. Russell

The Accounting and Tax Services team at HeimLantz CPAs & Advisors provides comprehensive financial solutions, including bookkeeping, financial statement preparation, and tax planning and preparation. This team ensures compliance with tax regulations, optimizes tax liabilities, and supports clients through every phase of growth, offering specialized guidance to maximize their business and personal financial goals.

Accounting and Tax Services

This department oversees operational strategies and supervises various initiatives.

Management

This department provides financial guidance and investment strategies to clients to help manage and grow their wealth.

HeimLantz CPAS & Advisors

Org chart

Teams

Accounting and Tax Services

Management

Wealth Management

Offices

HeimLantz CPAS & Advisors

Org chart

Teams

Accounting and Tax Services

Management

Wealth Management

Offices

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