Specialized Services

Additional Services

HeimLantz has assembled a team of CPAs with an extraordinary range of experience, specialized training and certification. Even if you don’t need such support today, it gives great peace of mind to know that the accounting group that has worked to intimately understand your financial life is well-equipped to handle any opportunity—or challenge—that may arise in the future.

  • Succession Planning and Exit Strategies
  • Internal Controls and Systems (asset protection, fraud reduction and identification)
  • Outsourcing: CFO, controller, accounting
  • Strategic Planning and Goal Setting


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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.