HeimLantz CPAS & Advisors
Dave Hillery started their work experience in 1985 at C.W. Amos & Company, where they served as a Partner until 2000. Dave then joined McGladrey & Pullen in 2000 as a Partner and worked there until 2005. Since 2005, they have been the Director of Tax Services at HeimLantz, PC.
Dave Hillery attended Indiana University - Kelley School of Business from 1972 to 1976, where they earned a Bachelor of Science degree in Business Government Relations and Accounting. Dave then pursued further education at Indiana University - Kelley School of Business from 1976 to 1977, completing a Master of Business Administration (MBA) with a focus on Finance. Following this, they enrolled at Indiana University Robert H. McKinney School of Law from 1977 to 1981 and graduated with a Juris Doctor (JD) degree with honors (cum laude).
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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.