HeimLantz is Named in
U.S. Top Ten for Innovative Technology Use
The 2024 Best Firms for Technology were announced by Accounting Today magazine and HeimLantz was honored as one of the best in the nation. Our team takes pride in offering the latest tools and tech-forward service to achieve maximum customer satisfaction.
HeimLantz is proud to be a
Best Accounting Firm to Work For!
Making Lives Better doesn’t just apply to our clients - it also applies to our employees. We take pride in each of our team members. In fact, we were recently recognized as one of the Best Accounting Firms to Work for by Accounting Today and we’ve also made Accounting Today’s Best Firms for Women list.
HAPPY AND CARING PEOPLE MAKE US BETTER
Meet Our Team
Paul Abbou, CPA, CFP®, PFS
Wealth Management Advisor
Paul once worked for the FBI.
Zachary J. Greene, CPA
7 Attributes Certified Coach
Zack can play the guitar.
F. Carter Heim, CPA, CFF, CGMA, MST
7 Attributes Certified Coach
Carter’s favorite place in the world is the coast and fjords of Norway.
Sheri Mergenthaler CFP®, CPWA®, CDFA®
Director of Wealth Management
Sheri loves being near the water.
Nicole Roudiez, CPA
Client Advisory Services Business Unit Leader
Nicole’s favorite game is Bananagrams.
Daniel T. Russell, CPA.ABV.CFF, CVA, MSA
Director of Business Development
Dan is a resident of Annapolis.
Testimonials
The team at HeimLantz is just amazing. We partnered with the firm after many years with the same firm and have been very pleased with the expertise and guidance they have provided. They have a willingness to explore and be creative in the advice and planning they provide. They are not just a CPA but have been a valued counselor that has helped our company look at what is not just important today but what will be important in the future. From the minute you walk in the door, you’ve entered a center of excellence.
The team at HeimLantz is extremely knowledgeable and always willing to help with any of our tax planning and financial service needs. They have gone above and beyond time and again to help our company achieve our financial goals. They are friendly and approachable and always willing to answer any question we might have. I would absolutely recommend them to any company looking for a strong, top-notch accounting firm.
Our business and HeimLantz have grown together over the last 15 years. The team has been an integral part of our company and its continued growth over the years. We have relied on their expertise and financial advice, as well as their business savvy to grow from a three-person company to one with over 250 employees. I would highly recommend them to anyone looking for a strong accounting partner that will be there to help grow and continue to help their company succeed.
HeimLantz is the right partner for us because of their flat fee engagement model. Our team can get clarifications and advice without additional fees, which gives an added level of trust to our relationship. They go above and beyond to provide us with the information and recommendations we need. We would recommend them to anyone looking for a great accounting firm.
As an owner of a small business I understand the importance of personal relationships. That is why HeimLantz handles all my accounting needs. The firm of HeimLantz is professional and courteous with impeccable service being their ultimate goal.
HeimLantz’s service has undoubtedly played a pivotal role in our overall success. Their expertise and dedication have significantly contributed to our achievement of goals. I must mention that Josh and Drew are outstanding members of their team. Their exceptional skills and unwavering dedication make them the best in the business. We are delighted with HeimLantz’s services and highly recommend them to anyone seeking top-notch audit assistance.
Amy Smith has been and is an extremely helpful person for us. She has gone out of her way to do what we need.
The entire team at HeimLantz is geared towards creating solutions for their clients. They were instrumental in creating alignment for our company and ensuring our entire team is operating efficiently. Zack is an exceptional communicator and is terrific at giving you the tools to facilitate the growth of your organization.”