History
HeimLantz was established in 2001 when Carter Heim and Tom Lantz—who each grew successful accounting practices from the mid-1970s through the 1990s—chose to merge their firms. Today, the firm is backed by nearly 50 years of experience. Operating out of offices in Annapolis, Maryland, Alexandria, Virginia, and Lexington Park, Maryland, the HeimLantz team of professionals serves organizations throughout the mid-Atlantic, with a particular focus on the greater Washington D.C., Annapolis, Baltimore, and Northern Virginia metro areas.
Client Satisfaction
At HeimLantz, we utilize the Net Promoter Score to gauge our clients’ satisfaction, identify our strengths, and discover areas of improvement. The survey assigns a score based on respondents’ answers to one simple question—“How likely is it that you would recommend HeimLantz to a friend?”—and the reasons for the rating they give.
We are grateful to share that on our most recent survey, we received an overall NPS score of 88 (on a scale of -100 to +100). This puts us on par with customer service leaders like Tesla (97) and Apple (89). Additional insights from the survey include:
- 100% of our clients feel we exhibit courtesy and professionalism
- 100% of our clients feel we demonstrate the appropriate level of technical expertise
- 100% of our clients feel we produce high quality materials
Still not convinced? Take a look at what our clients have to say about us:
“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.”