Every company needs a Purpose, a “Why” they do what they do.
At HeimLantz our Purpose is Making Lives Better.
With your Security and Convenience at Top of Mind…. We will be digitally delivering tax returns through our secure client portal this year. The client portal is: A secure online website in which we can exchange documents with you confidentially and securely A free service to you that will allow you to store and access […]
Annapolis, MD (January 18, 2016) — Kathie Sulick, a CPA/PFS financial planner with HeimLantz CPAs and Advisors recently attended the AICPA Advanced Personal Financial Planning Conference in Las Vegas. The conference included nearly 60 different sessions offering valuable insight and best practices in retirement planning, investment management, tax planning, wealth management, among other topics. Held […]
On January 20th, the Annapolis & Anne Arundel County Chamber of Commerce (AAACCC) hosted its 17th Annual Legislative Breakfast. Carter Heim, CPA, CFF, CGMA, MST and president of HeimLantz attended the event with Dan Russell, CPA, CFE, MSA, of the firm. Several county representatives, including, Maryland Speaker of the House, Mike Bush; Anne Arundel County […]