HeimLantz Announces Two Appointments to Local Chamber of Commerce Boards

Posted on: February 25th, 2014 by Aaron Jackson No Comments

We are thrilled to announce that Dave Hillery has been appointed Chairman of the Board for the West Anne Arundel County Chamber of Commerce and Diane Brewer has been appointed 1st Vice President of the Greater Severna Park and Arnold Chamber of Commerce.

“It’s an honor to have two of our own appointed to organizations that are passionate about serving the needs of our local business communities” said Carter Heim, CPA and President of HeimLantz. “Both Dave and Diane are tremendous leaders and I know they will make a positive contribution with their skills and experience.”

Currently the director of tax services for HeimLantz, Dave has been with the firm since 2005 and has over 32 years of professional experience. He is a tax specialist with specific expertise in real estate, partnerships, high wealth individuals, estates and trusts and exempt organizations.

Diane serves as a senior manager in the tax department and has over 20 years of professional experience in tax planning, preparation and consulting. Her focus is on estate, gift and fiduciary tax as well as attestation services for small and medium sized companies.



Amy Smith, CPA, Earns Certified Fraud Examiner (CFE) Certification

Posted on: February 11th, 2014 by admin No Comments

We are pleased to announce that Amy Smith, CPA, has earned her Certified Fraud Examiner (CFE) certification.

“We’re very proud of Amy and her accomplishment” said Carter Heim, CPA and President of HeimLantz.

“We fully support and encourage the professional pursuits of our employees. The CFE designation adds another layer of depth to our resources which enables us to provide even better service to our clients.”

As a manager with HeimLantz, Amy has been with the firm since 2007 and focuses on internal controls testing as well as tax planning and preparation for individuals and businesses.

HeimLantz Participates in Volunteer Day

Posted on: December 3rd, 2013 by admin No Comments

HeimLantz recently participated in a companywide volunteer day. Both offices chose an organization to support and encouraged participation from all employees.


The Annapolis office collected food items and money for the Anne Arundel County Food Bank and volunteered for several hours to help sort the food for delivery to families in our community that are in need. To learn more about the Anne Arundel County Food Bank, please visit


The Alexandria office also collected food items and toiletries for The Carpenters Shelter, which provides a home and supplies to 75 families in need as well as helps support individuals and families once they leave the shelter.  Employees also spent several hours at the Shelter to help organize donations and food pantry items. For more information on Carpenters Shelter, visit


Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income

Posted on: April 17th, 2013 by Laura Macauley No Comments

On March 19th, HeimLantz hosted the “Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income” seminar.  Kathie Sulick, CPA/PFS, gave an informative presentation on a variety of social security topics including 5 factors to consider when deciding to apply for benefits and how to minimize taxes on your social security benefits. Applying for social security can be very confusing and many people have questions on the best way to proceed. If you would like to learn more about  future seminars or have questions about social security planning, please call Kathie at 410-841-5575.

Thomas Lantz Presented with the City of Alexandria’s Award for “Outstanding Advocate for Persons with Disabilities”

Posted on: June 13th, 2012 by Debbie Chamberlain No Comments


On June 26, 2012, Thomas Lantz Sr., CPA, CVA, ABV, CFF,  will be presented with the City of Alexandria’s award for “Outstanding Advocate for Persons with Disabilities.”  This will be presented at a brief ceremony at City Hall to be presented by the Mayor and City Council, and the Alexandria Commission on Persons with Disabilities.

Mr. Lantz is a past member and Vice-Chair of the Alexandria Commission on Persons with Disabilities.  The Award comes with a small stipend that Mr. Lantz will designate to a worthy charity in Alexandria dealing with disability issues. 

Mr. Lantz is the Chairman of the Board with HeimLantz, PC. located in Alexandria, VA. 

HeimLantz Professionals Make Presentation to Attorneys

Posted on: June 11th, 2012 by Debbie Chamberlain No Comments



On Friday, June 8, Paul Abbou, CPA and Diane Brewer, CPA made a presentation at the Maryland Judiciary Educational Center in Annapolis, Md.  The presentation was attended by state appointed attorneys who are responsible for proposing to the court an appropriate amount a self employed individual should pay for child support. The  presentation included how to decipher self-employment business income and expenses for child support analysis. 

Sheri Winegardner – Nominated Annapolis Rotaract Club Director of Membership

Posted on: June 7th, 2012 by Debbie Chamberlain No Comments


The Annapolis Rotaract Club has nominated Sheri Winegardner as their Director of Membership for the term of July 1, 2012 through June 30, 2013. Rotaract is a Rotary-sponsored service club for young men and women ages 18 to 30. Rotaract clubs are either community or university based, and they’re sponsored by a local Rotary club. This makes them true “partners in service” and key members of the Rotary family.

As one of Rotary’s most significant and fastest-growing service programs, with more than 8,400 clubs in about 170 countries and geographical areas, Rotaract has become a worldwide phenomenon.

The Annapolis Rotaract Club held their Chartering Ceremony on May 14th, 2008. The 18 members who were inducted that night were recognized for their work on turning this from an idea to a working organization. Now the Annapolis Rotaract Club has over 25 members.

The Annapolis Rotaract Club serves the Greater Annapolis Area (including Crownsville) and all of Anne Arundel County. If you live or work in A.A. County, are a young professional or college student and are looking for a way to network while bettering our community and the world, join us for a meeting or check our calendar to see when and where you can find us around town.

Ms. Winegardner is a Client Relationship Manager at HeimLantz.



Diane Brewer, CPA, Speaks at “Successful Women in Business” Event

Posted on: May 9th, 2012 by Debbie Chamberlain No Comments


Diane Brewer, CPA, was recently a member of a skilled panel that met for an event coordinated by the “Successful Women in Business Program.”  The topic of the event was “Taking Care of Elderly Relatives, or What You Need to Consider for Your Own Retirement Needs.”   The panel addressed the resources available to those about to experience the journey through these processes.  The event was held at the Severna Park Community Center in Severna Park, Md.

The “Successful Women in Business Group” is focused on providing support, knowledge and inspiration to women in business. It is a group within the Greater Severna Park Chamber of Commerce.

Ms. Brewer is a Certified Public Accountant who specializes in Estates and Trusts and often presents to the public on these topics. She is presently a manager with HeimLantz, PC in Annapolis, MD.


HeimLantz Supports SECAF

Posted on: May 3rd, 2012 by Debbie Chamberlain No Comments


HeimLantz is supporting the Small and Emerging Contractors Advisory Forum (SECAF) as a Silver Sponsor at the SECAF 4th Annual Government Contractor Awards. The Small and Emerging Contractors Advisory Forum (SECAF), is the premier organization for the small and emerging government contractor. The SECAF Awards Gala is the premier commemorative event honoring small and emerging government contractors and the players in the industry that rely on small business. The winners will be announced at the gala on Thursday, May 3, 2012 at the Hilton McLean Tysons Corner. Their website can be found at

“SECAF represents government contractors who collect less than $25 million in annual revenue, and so we believe this niche market is well-deserving and in need of recognition of jobs well done,” said Kwesi Rogers, chairman of SECAF and president of Federal National Payables. “SECAF is honored to present these awards to those contractors and partners in our community that consistently put forth great work and produce business results that benefit the Washington, D.C. area.”

Tom Lantz, Sr., Elected to Homes for America, Inc. Board of Directors

Posted on: April 11th, 2012 by Debbie Chamberlain 1 Comment


Thomas J. Lantz, Sr., CPA, CVA, ABV, CFF, CGMA was recently elected to the Board of Directors of Homes For America, Inc. (HFA). Tom, one of the founding partners of HeimLantz, P.C., has been on HFA’s Audit and Finance Committee since 2011.

Homes for America, Inc. is a 501(c)(3) nonprofit housing corporation which specializes in developing and preserving housing for low and moderate income households and special needs populations. Homes for America carries out its mission in a variety of ways, including as a developer of affordable housing, providing development services to nonprofit organizations, and providing technical assistance to government agencies to develop and implement housing programs.

Tom’s extensive background serving on the Boards of Melwood Training, Inc. for over 25 years, and more recently as the Vice-Chair of the City of Alexandria’s Commission on Persons with Disabilities, provides a unique opportunity for him to interface his experience with the disabled and special needs population with the goals and objectives of Homes For America.

Homes for America was established by Trudy Parisa McFall, Chairman and Nancy S. Rase, President. They are housing professionals who together have over 50 years experience in the public sector administering federal, state and local housing programs. The organization is staffed by 12 talented and experienced housing professionals. Homes for America is advised by a distinguished Board of Directors with outstanding records in affordable housing. Homes for America helps to bring public and private partners together through the experience and expertise of its founders, Board and staff.

Homes for America was founded in September 1994 and has its headquarters in Annapolis, Maryland.

Homes for America develops and preserves affordable rental housing and housing for sale to low and moderate income households in the mid-Atlantic states.  Homes for America’s mission is to provide quality housing for low and moderate income households in attractive and stable neighborhoods and communities.

Homes for America also provides development services to nonprofit organizations which develop low and moderate income housing, as well as providing technical assistance to governmental agencies to develop and implement housing programs.

Homes for America provides resident services in all of their developments. These services are an important part of providing quality housing and ensuring full and satisfying lives for the residents.

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