Our Firm

HeimLantz Values

Our Purpose

We believe we can make lives better.

Core Values

Collaborate for the best results.

Creating strong relationships based upon mutual honesty and integrity.

Own your actions-Things happen, learn from them, take personal responsibility.

Innovate to differentiate.

Get it done!

Desire to be better.

Happy and caring people make us better.

History

Carter Heim and Tom Lantz each grew a successful accounting practice through the mid 1970s and 1990s. They merged their firms to form HeimLantz in 2001, creating a formidable regional synergy of talent and experience. With offices in Annapolis, Maryland and Alexandria, Virginia, the firm serves organizations throughout the mid-Atlantic, with a strong focus on the greater Washington, Annapolis, Baltimore and northern Virginia metro areas.

Today, the HeimLantz team is comprised of 20 experienced CPAs. With a full Wealth Management division, certified Business Valuation experts, and specialists in a host of other financial disciplines, HeimLantz is well-positioned to help companies and their principals maximize value through every phase of growth and transition.

Vision

HeimLantz is the trusted business and financial advisor of choice helping clients achieve their goals today and in the future.  We measure our value through the success of our clients, our ability to maintain a culture that enables quality people to succeed, and an organizational infrastructure that supports long-term viability and accountability.

Mission

HeimLantz strives to always be the CPA firm of choice in our service area.  We do this by creating customized relationships with each of our clients in order to add significant value and innovative approaches in helping them achieve their business and personal goals. We earn our clients’ trust through our commitment to service improvement, the development of quality staff and by being informed of their near-term and long-range needs. We measure our success by timely and holistically serving our clients, and that success is defined by their satisfaction with our services and the referrals they willingly provide. We will accomplish this mission through exceptional service delivery by professionals who are competent, accountable, motivated, and dedicated to the firm.



Site Map : Site Info : Maryland license number 33157

We currently have individuals licensed to offer securities in MD, VA, DC, CA, FL, DE, MT.
This is not an offer to sell securities in any other state or jurisdiction.