Simplify Tax Season with Expert Planning
Plan Strategically. File Smartly.
Grow Intentionally.
Simplifying tax season starts with proactive, expert-driven planning that transforms complexity into clarity. With strategic planning and technology-driven insight, you can stay ahead of deadlines, avoid costly mistakes, and make smart decisions all year long.
By leveraging a comprehensive suite of advisory, automation, and compliance services, businesses and individuals can streamline financial operations, reduce risk, and discover new opportunities, turning tax preparation into a vehicle for growth.
From meeting deadlines and minimizing risk, to integrating payroll systems and navigating multi-state regulations. We handle every detail, so your focus stays on the big picture.
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Integrated tax strategy is key to financial success
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Financial Dashboards & Forecasting
Use dashboards and forecasts to simplify tax planning and avoid surprises.
Payroll & 401(k) Benefit Integration
Integrate payroll and benefits to ensure smooth, compliant year-end filings.
Accounting Technology Integration and Automation
Leverage technology to simplify recordkeeping and reduce errors in tax season.
Financial Process Automation
Automate tax-related workflows to minimize stress and ensure accuracy.
Employee Benefit Plan Audit Services
Conduct audits that confirm employee benefit plans meet tax reporting standards.
Agreed-Upon Procedures (AUP) Engagements
Apply procedures that simplify compliance checks and filing requirements.
Business Income Tax Return Preparation
File business returns accurately and on time, reducing stress and risk.
Individual Income Tax Return Preparation
Prepare individual returns with precision and care for a smooth tax season.
Estate, Gift & Trust Income Tax Return Preparation
Manage estate and trust filings with efficiency and clarity.
Estate Accounting and Tax Return Preparation
Complete estate-related tax returns while maintaining compliance.
Strategic Tax Planning for Businesses
Plan proactively to minimize liabilities and simplify business tax preparation.
Estate & Gift Tax Planning
Protect wealth transfers with estate tax planning that reduces filing burdens.
IRS & State Notice Disputes and Resolution
Resolve tax notices quickly to keep filings on track and stress-free.
Personal Property Tax Return Preparation
Prepare property tax filings that are timely and compliant.
Specialized Tax Research & Consulting
Research complex tax issues to simplify solutions and improve compliance.
Business Purchases and Sales Analysis
Support purchases and sales with strategies that streamline tax implications.
Real Property Purchases and Sales Analysis
Guide real estate deals with approaches that reduce tax complexity.
State Income Tax Research and Planning
Handle multi-state returns with strategies that simplify compliance.
Tax Credit Analysis
Identify and claim tax credits that reduce filing burdens and liabilities.
Employee vs. Independent Contractor Classification
Classify employees correctly to avoid costly filing mistakes.
Why HeimLantz
Financial success includes effective tax planning
Year-round Tax Strategy
Maximize deductions and credits with intentional purchasing and operational planning.
Financial Processing Systems
Free up internal resources by automating routine tax and accounting tasks.
Multi-State Efficiency
On-time Filings
Reduce late penalties, filing errors, audit risk, and stress with accounting efficiency.
What Clients Say
Elmfield Institute
"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."
GOVERNMENT CONTRACTOR
Aptive Resources, LLC
"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."
REAL ESTATE
Celedon Partners, LLC
"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."
CONSTRUCTION
IMER Group
"HeimLantz’s service has undoubtedly played a pivotal role in our overall success. Their expertise and dedication have significantly contributed to our achievement of goals. I must mention that Josh and Drew are outstanding members of their team. Their exceptional skills and unwavering dedication make them the best in the business. We are delighted with HeimLantz’s services and highly recommend them to anyone seeking top-notch audit assistance."
Aviation Systems Engineering Company
"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."
Lee & Sylvia Marston
"Amy Smith has been and is an extremely helpful person for us. She has gone out of her way to do what we need."
Eagle Title
"The entire team at HeimLantz is geared towards creating solutions for their clients. They were instrumental in creating alignment for our company and ensuring our entire team is operating efficiently. Zack is an exceptional communicator and is terrific at giving you the tools to facilitate the growth of your organization."
FAQs
What makes your CPA firm different from traditional tax preparers?
We go beyond basic tax prep by offering strategic advisory, succession planning, valuation consulting, and financial automation. Our clients enjoy a long-term partner focused on growth, compliance, and legacy, not just annual filings.
How do I know if I need a business valuation?
If you are even considering a sale, merger, or ownership transition, a business valuation and succession plan are essential. We provide accurate, defensible valuations and forward-looking strategies to protect your equity and ensure a smooth transition.
What industries do you specialize in for tax and advisory services?
We serve a wide range of industries including professional services, real estate, government contractors, and high-net-worth individuals. Our tailored solutions address industry-specific tax codes, compliance needs, and growth opportunities.
How can a financial dashboard improve my business decisions?
Financial dashboards provide real-time visibility into key metrics like cash flow, revenue trends, and tax liabilities, helping you make faster, data-driven decisions that align with your strategic goals.
What is the difference between tax preparation and tax strategy?
Tax preparation focuses on accurate filing, while tax strategy is a proactive, year-round approach to reduce liabilities, optimize timing, and align financial moves with long-term objectives.
Can your firm help with tax notices?
Yes. We can resolve IRS and state tax notices, helping you understand the issue, respond appropriately, and minimize penalties or further action.
What are AUPs?
Agreed-upon procedures or AUP engagements are customized attest engagements that verify specific financial data without offering an opinion, ideal for grant compliance, internal controls, or third-party verification needs.
What is strategic tax planning and how can it benefit my business?
Strategic tax planning involves proactive, customized strategies to reduce tax liability, improve cash flow, and align financial decisions with long-term business goals. Unlike reactive filing, our year-round approach helps you make smarter purchases, optimize deductions, and stay compliant across jurisdictions.
How can I avoid overpaying tax for my multi-state business?
We help businesses navigate complex state income tax nexus rules, coordinate multiple state filings, and reduce exposure to penalties. Our multi-state tax planning ensures you are compliant, efficient, and not overpaying due to overlapping regulations.
What are the benefits of automating my accounting and tax processes?
Automating financial workflows reduces manual errors, saves time, and improves accuracy in reporting and compliance. We integrate modern accounting technology to streamline payroll, tax filings, and forecasting.
What is involved in a business sale analysis?
We conduct due diligence, financial modeling, and tax impact reviews to help you evaluate risks, uncover value, and make confident decisions when buying or selling a business.
Should I hire employees or contractors?
Misclassification can lead to tax penalties, back wages, and legal issues. We help you correctly define roles and align your workforce structure to meet IRS and state standards.
Can you help integrate payroll and 401k systems?
Absolutely. We streamline payroll and retirement benefit systems to improve accuracy, reduce administrative burden, and ensure compliance with tax and labor regulations.
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In the Business of Helping Business
We are strategic partners well-versed in achieving success for companies and individuals through forward-thinking strategy, objective analysis, regulatory expertise, professional commitment, and a track record for success.