HeimLantz CPAS & Advisors
Yvette C. Cromwell Sosa is a seasoned accounting professional with extensive experience in various roles within the accounting and finance sector. Currently serving as a Client Accounting Specialist at HeimLantz CPAS & Advisors since August 2020 and as Owner and President of CarryOut Controller, LLC since December 2017, Yvette provides accounting and bookkeeping services to small businesses and individuals. Previous positions include Senior Controller at The Kelly Companies, Controller at Hargrove, Inc., Assistant Controller at Rothwell, Figg, Ernst, and Investment Accounting Manager at Realty Investment Company. Yvette began their career as an Accountant at the Investment Company Institute. Yvette holds a Bachelor of Science in Business Administration and a Bachelor of Arts in Spanish from the University of Maryland, as well as a Master's degree in Accounting and Finance from the University of Maryland Global Campus.
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.