HeimLantz CPAS & Advisors
Amy Smith is an experienced accounting professional with over two decades in the field. Since 2007, Amy has served as the Owner and Executive Team Member at HeimLantz CPAS & Advisors, where responsibilities include senior management and leadership of the tax business unit. Prior to this role, Amy was active in community engagement as the Chair of the Ambassadors' Club at the West Anne Arundel County Chamber of Commerce from 2011 to 2013, helping to welcome and integrate new members. Additionally, Amy contributed to academic development as an Adjunct Professor at Anne Arundel Community College from 2008 to 2011, teaching various accounting and finance courses. Earlier in the career, Amy worked at PricewaterhouseCoopers from 2002 to 2007, focusing on tax services for private companies and exempt organizations. Amy holds a Master's Degree in Professional Accounting from the Texas McCombs School of Business.
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HeimLantz CPAS & Advisors
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.