What We Do
Build and Preserve Long-Term Wealth
Simplify Tax Season with Expert Planning
Navigate Major Business Transformations with Confidence
Drive Expansion with Strategic Insights
Transform your Back Office into a Strategic Advantage
Accelerate Business Growth
Operate with Confidence in a Regulated World
Establish Peace of Mind with a Lasting Financial Legacy
Understand the True Value of Your Business
Success born of strategic planning & action. Expert support, right when you need it. Built from a strong bench of credentialed professionals, we deliver smart solutions exactly when they matter most.
Who We Help
Working in the Industries That Drive Success
Construction
Our services work together to provide a 360-degree view of your company health while combining forecasting, valuation, tax strategy, and leadership coaching to drive informed decisions.

Professional Firms
Navigate challenges and grow strategically by combining financial expertise, business consulting, and leadership development.

Government Contractors
Rely on a single, trusted partner for your critical functions, from structuring and valuation to audits, tax strategy, and compliance.

Non-profit Organizations
Our services collectively enable non-profit organizations to significantly enhance operational efficiency, transparency, and long-term sustainability.

Real Estate
From launching a new venture to navigating transactions, real estate businesses thrive with end-to-end advisory support.

Technology
Tech companies operate among constant change. Our financial services equip them with the agility, insight, and structure needed to stay ahead.


Our Commitment
We Put You First

Expert Support, Right When You Need It
With one of the highest ratios of CPAs in the industry and a deep bench of advisors, we deliver smart solutions exactly when they matter most.

Your Story Shapes the Strategy
We don’t start with spreadsheets—we start with you. We take the time to understand both your personal and business goals, so every strategy we build is tailored to your full financial landscape.

You’ll Feel Confident from Day One
Your time is valuable. That’s why we make it easy to get started—so you can move forward with confidence, not complexity.
What Clients Say
Elmfield Institute
"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."
GOVERNMENT CONTRACTOR
Aptive Resources, LLC
"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."
REAL ESTATE
Celedon Partners, LLC
"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."
CONSTRUCTION
IMER Group
"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."
Aviation Systems Engineering Company
"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."
Lee & Sylvia Marston
"Amy Smith has been and is an extremely helpful person for us. She has gone out of her way to do what we need."
Eagle Title
"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."
Years of HeimLantz providing CPA & Wealth Management service
Dedicated full-time employees, CPAs, CVAs & advisors
%
Independent & Employee-Owned
Locally Invested