Operate with Confidence in a Regulated World
Find Compliance Success with Integrated Solutions
From entity structuring and federal audits to tax strategies and government contracting compliance, our cohesive services help clients stay ahead of complex requirements while focusing on what matters most: growth and stability.
By aligning financial planning, audit readiness, compliance, and tax strategy, we help you grow with confidence and without the fear of regulatory missteps. This holistic foundation supports long-term value creation, innovation, and sustainable expansion.
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Coordinated support can eliminate costly oversights
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Entity Formation & Ownership Structuring
Structure ownership with compliance in mind, ensuring alignment with regulations from day one.
Financial Planning and Analysis
Plan financial strategies that meet both growth goals and regulatory requirements.
Payroll & 401(k) Benefit Integration
Integrate payroll and benefits to satisfy compliance standards while supporting workforce needs.
Comprehensive Accounting Services
Maintain compliance-ready records with comprehensive accounting oversight.
Fractional CFO Services
Access CFO leadership that balances compliance obligations with growth goals.
Virtual Controller
Ensure accurate reporting and oversight to satisfy regulatory expectations.
Accounting Technology Integration and Automation
Implement technology solutions that strengthen compliance and streamline financial oversight.
Financial Process Automation
Automate processes to reduce compliance risk and increase transparency.
Financial Statement Audit Services
Deliver audit services that meet the highest regulatory standards.
Employee Benefit Plan Audit Services
Conduct benefit plan audits that satisfy ERISA and other federal requirements.
Financial Statement Review Services
Validate reporting accuracy with reviews that stand up to regulatory scrutiny.
Financial Statement Compilation Services
Compile financial data into formats that meet compliance standards.
Financial Statement Preparation Services
Prepare financial statements that ensure clarity and compliance.
Agreed-Upon Procedures (AUP) Engagements
Apply agreed-upon procedures that address compliance checks with precision.
Individual Income Tax Return Preparation
Accurately file income taxes in compliance with state and federal law.
Business Income Tax Return Preparation
Prepare business tax returns that meet filing standards and withstand audits.
Estate Accounting and Tax Return Preparation
Complete estate-related filings that protect wealth and comply with regulations.
IRS & State Notice Disputes and Resolution
Resolve IRS and state disputes while keeping compliance intact.
Personal Property Tax Return Preparation
File property tax returns that satisfy local and state regulations.
Specialized Tax Research & Consulting
Provide research and insights that address complex compliance-related tax issues.
Business Purchases and Sales Analysis
Analyze purchases and sales with compliance implications in mind.
Real Property Purchases and Sales Analysis
Evaluate property transactions with strategies that avoid compliance risks.
State Income Tax Research and Planning
Navigate multi-state tax exposure while adhering to regulatory requirements.
International Tax Management & Consulting
Guide international operations with compliance-driven tax strategies.
FAR Compliance Advisory
Adopt FAR compliance strategies that reduce contracting risks.
DCAA Readiness Assessments
Assess readiness for DCAA standards to eliminate compliance gaps.
DCAA Audit Preparation & Support
Prepare financials and processes to succeed in a DCAA audit.
Indirect Cost Rate Budgeting
Budget indirect costs to meet government compliance standards.
Capture Strategy & Proposal Consulting
Develop capture strategies and proposals that meet compliance criteria while winning contracts.
Why HeimLantz
Streamlined readiness and optimized risk management
Regulatory Compliance
Stay aligned with evolving standards through proactive, expert-guided adherence.
Operational Efficiency
Free up internal resources by outsourcing complex financial and compliance processes.
Timely Response
Respond to government inquiries and audits with prepared, well-documented financials.
Risk Mitigation
Anticipate and neutralize threats through disciplined governance and oversight.
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 does it mean to master complex regulatory landscapes?
Mastering complex regulatory landscapes means having the systems, expertise, and strategic insight to confidently navigate evolving laws, tax codes, financial reporting standards, and compliance requirements without disrupting your operations or growth. Our integrated services provide the structure and foresight needed to stay ahead of regulatory change.
Why is a unified approach to compliance and financial services important?
A unified approach eliminates silos between accounting, tax, audit, and advisory functions, ensuring consistency, reducing risk, and improving decision-making. By aligning these services, businesses can respond faster to regulatory changes, avoid costly errors, and maintain a strong compliance posture across all departments.
How can integrated financial services reduce regulatory risk?
Integrated services provide a 360-degree view of your financial and operational landscape, allowing for early identification of compliance gaps, tax exposures, and audit vulnerabilities. This proactive oversight helps mitigate risk before it becomes a liability.
What are the benefits of outsourcing compliance and financial oversight?
Outsourcing to a trusted advisory firm gives you access to specialized expertise, advanced technology, and scalable solutions without the overhead of building an in-house team. It ensures accuracy, timeliness, and alignment with current regulations, freeing your internal resources to focus on growth.
How does mastering compliance improve operational efficiency?
When compliance is built into your financial systems and workflows, it reduces redundancies, streamlines reporting, and minimizes disruptions. Our services integrate automation and expert oversight to create efficient, audit-ready processes that support long-term performance.
Can mastering regulatory complexity help my business grow?
Absolutely. Businesses that proactively manage compliance and financial risk are better positioned to scale, attract investment, and enter new markets. Our holistic approach not only protects your operations but also creates a foundation for sustainable, strategic growth.
What industries benefit most from mastering regulatory complexity?
Highly regulated industries, such as government contracting, healthcare, finance, and professional services, benefit significantly. However, any business facing multi-state operations, complex tax obligations, or audit requirements can gain a competitive edge through integrated compliance support.
How do your services help with government audits and tax examinations?
We prepare your financial systems, documentation, and reporting to meet the strictest standards, ensuring you are ready for IRS, DCAA, or state-level audits. Our team provides representation, guidance, and support throughout the process to protect your interests and ensure compliance.
How can mastering regulatory complexity improve investor confidence?
When your financials are accurate, compliant, and transparent, investors and stakeholders gain trust in your governance and long-term viability, making your business more attractive for funding, partnerships, and growth.
How do your services help businesses stay ahead of regulatory change?
We monitor evolving laws and industry standards, then proactively adjust your financial and compliance strategies so you are always prepared, never reactive, and consistently aligned with current requirements.
Can mastering compliance help reduce business costs?
Yes. By avoiding penalties, reducing inefficiencies, and streamlining reporting processes, a well-managed compliance strategy can significantly lower operational and financial costs over time.
What role does technology play in mastering regulatory complexity?
We leverage automation, cloud-based tools, and integrated financial systems to simplify compliance tasks, improve accuracy, and provide real-time visibility into your regulatory standing.
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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.