Tax Services
Tax Expertise for Every Stage of Life and Business
Whether filing a return, resolving a tax issue, or strategizing for the future, we offer personalized solutions that fit your life and your goals.
Navigate Tax Complexity with Precision and Purpose
HeimLantz understands that behind every tax return or financial decision is an individual, a family, or a business with unique goals. That is why we provide not just financial expertise, but thoughtful guidance tailored to your life and legacy.
Our focus is on making the complex simple and leveraging regulations into real-world solutions. We help you navigate every step with confidence, taking a proactive approach to solve problems, reduce liabilities, and deliver results that support your financial well-being.
We help you stay ahead, uncover opportunities, mitigate risks, and build strategies that align with your long-term vision. Whether managing personal finances, running a business, or planning for the future, we are here to provide options and help you make confident, informed decisions with clarity.
HeimLantz Tax Services
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Tax advisory solutions for businesses, individuals & estates
Guidance for tax-related issues, planning for estate and wealth transfers, strategic support for business finances, and other advisory services.
Tax Services Business Unit Leader
Amy K. Smith
CPA, PFS
With years of senior accounting experience and a stint with PricewaterhouseCoopers in NYC, Amy now leads a team focused on helping people with tax-related solutions.
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Strategic Tax Planning for Businesses
Uncover savings, reduce exposure, and align operations with fiscal opportunities to maximize financial efficiency and long-term value.
Estate & Gift Tax Planning
Preserve your legacy with purpose and planning to transfer your wealth with strategies that reflect your values and protect future generations.
Specialized Tax Research & Consulting
Unlock informed decision-making with deep-dive insights into intricate tax matters, uncommon scenarios, and industry specific strategy.
IRS and State Income Tax Examination and Audit Support
Navigate government tax reviews with professional representation to ensure accuracy, ascertain compliance, and protect interests.
Business Purchases and Sales Analysis
Achieve clarity and confidence for major transactions through due diligence and data-driven evaluations aligned to your strategic goals.
Rental Property Purchases and Sales Analysis
Evaluate income-generating properties from acquisition to exit with insights into cash flow, long-term value, strategic benefits, and investment potential.
State Income Tax Nexus Research and Planning
Identify, decipher, and mitigate exposure for unknown tax exposure, costly multi-state tax obligations, and evolving tax rules.
Tax Credit Analysis
Discover opportunities and leverage incentives, including those which reward innovation, sustainability, job creation, and investment.
Business Income Tax Return Preparation
Get accurate, strategic solutions that ensure business filings are tax efficient, timely, and aligned with profitability goals.
Individual Income Tax Return Preparation
Benefit from personalized income and tax strategy designed to reflect your life, goals, circumstances, and financial picture.
Estate, Gift & Trust Income Tax Return Preparation
Minimize tax exposure and administrative burdens with our expert guidance for complex wealth transfers and generational wealth planning.
Estate Accounting and Tax Return Preparation
Help executors and families manage financial reporting with accuracy, care, and full compliance even under challenging conditions.
IRS & State Notice Dispute and Resolution
Turn stressful tax letters into manageable solutions that help you respond confidently to government inquiries, protect your rights, and resolve issues.
Personal Property Tax Return Preparation
Ensure accurate reporting and avoid costly errors with expert support to document, declare, value, file, and carry over tangible assets.
Employee vs. Independent Contractor Classification
Ensure your workforce structure complies with legal and industry standards, and accurately meets role distinctions and categorizations.
Tax Services Business Unit Leader
Amy K. Smith
CPA, PFS
With years of senior accounting experience and a stint with PricewaterhouseCoopers in NYC, Amy now leads a team focused on helping people with tax-related solutions.
Comprehensive tax solutions from a trusted team
Time Savings
Let experienced professionals manage your tax and financial responsibilities efficiently.
Proactive Planning
Stay ahead of tax strategies and financial risks with industry-experienced tax pros.
Comprehensive Support
Access a full range of services from tax prep to strategic consulting under one roof.
Maximized Value
Realize opportunities from tax deductions, incentive credits, and cost savings.
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."
Tax Services FAQs
Is my business structure optimal for what I am trying to accomplish from a tax standpoint?
Your business structure, whether an LLC, S-Corp, C-Corp, partnership, or sole proprietorship, has a significant impact on your tax obligations, liability exposure, and long-term financial goals. We evaluate your current structure in light of your industry, income, growth plans, and ownership dynamics to determine whether it supports tax efficiency and strategic flexibility. If adjustments are needed, we guide you through the transition to a more advantageous setup.
What will the sale of my business mean for my personal taxes?
Selling a business can trigger complex tax consequences, including capital gains, depreciation recapture, and potential state-level taxes. We help you understand how the sale will affect your personal tax return, identify opportunities to reduce your tax liability, and coordinate timing and structure (e.g., asset vs. stock sale) to align with your financial goals. Our goal is to help you retain more of the value you have built.
My taxable estate is well below the exemption limit. How is estate planning relevant to me as a business owner or individual?
Even if your estate is below the federal exemption threshold, estate planning remains essential. It ensures your assets, including business interests, are transferred according to your wishes, minimizes administrative burdens for your heirs, and can help avoid probate. For business owners, it also supports succession planning and continuity. We help you craft a plan that reflects your values, protects your legacy, and prepares for future changes in tax law.
Will you collaborate with my attorney or other advisors?
Absolutely. We believe in a team-based approach to financial well-being. At HeimLantz, we not only provide tax and advisory services, but also comprehensive financial planning and wealth management. We regularly collaborate with attorneys, investment advisors, and other professionals to ensure your tax, legal, financial, and estate planning goals are fully aligned. This coordinated approach helps avoid gaps, reduce risk, and deliver a seamless, integrated experience.
How can our business reduce its taxable income?
There are many strategies to reduce taxable income, including:
- Accelerating deductions or deferring income
- Leveraging tax credits (e.g., R&D, energy efficiency, hiring incentives)
- Optimizing depreciation and amortization schedules
- Structuring compensation and benefits tax-efficiently
- Reviewing entity structure, QBI deduction, and state nexus exposure
- Maximizing retirement plans and fringe benefits
We conduct a thorough review of your operations and financials to identify and implement the most effective strategies tailored to your business.
What type of client do you serve?
We work with businesses, estates, individuals, and trusts, offering tailored tax and advisory services for strategic planning and complex financial needs.
What makes your accounting firm different?
We combine deep tax expertise with proactive planning, personalized service, and a full suite of advisory solutions all under one roof.
Can you help with both personal and business tax returns?
We specialize in helping individuals that have both personal and business planning needs, including estate and wealth transfer.
How do you help clients reduce their tax liability?
We pinpoint deductions and credits specific to your situation and proactively structure opportunities aligned to your financial goals.
When should I start tax planning for the year?
The best time to start is now. Early planning helps you take full advantage of tax-saving opportunities throughout the year and prepare for any changes to the tax code.
Can you help with estate and trust tax filings?
Years of experience in estate accounting and planning make us experts in the area of estate, gift, and trust tax return preparation.
What should I do if I receive a notice from the IRS or state tax authority?
Contact us right away so we can review the notice, address any deadlines, explain your options, and represent you in resolving the issue.
Do you provide audit support?
Yes. We offer full support for IRS and state audits, including documentation review, representation, and resolution strategies.
Can you help with multi-state tax issues?
Yes. Our close proximity to and office locations in multiple states in conjunction with clients nationwide means we are well-versed in tax practices in states throughout the country.
Do you consult for business purchases or rental property investments?
Absolutely. We provide financial analysis and tax insights to support smart decision-making for acquisitions and sales.
Do you work with startups or only established businesses?
We work with businesses at every stage from formation to growth to succession planning.
Do you help with 1031 exchanges?
Yes. We can guide you through the process to defer capital gains taxes on qualifying property exchanges.
What's the difference between estate tax and inheritance tax?
Estate tax is levied on the estate before distribution, while inheritance tax (if applicable in your state) is paid by the beneficiary. We help you navigate both.
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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.
Locally Invested