Our Firm
Making Lives Better
At the heart of everything we do is a simple goal: make life easier, clearer, and more rewarding for the people and organizations we serve.
Behind every balance sheet is a person with goals, challenges, and dreams.
We are on a mission to improve lives through thoughtful financial strategy and expert advisory. For more than two decades, HeimLantz has assembled a team of professionals across the disciplines and industries that matter most to our clients. Our team helps people and businesses make confident decisions, reach their goals, and build something meaningful for the future, forging a partnership with a genuine commitment to their success.
Our History
In what began as a shared vision between two seasoned professionals, the firm has developed a reputation for its depth, integrity, and impact. Carter Heim and Thomas J. Lantz, Sr. brought together decades of experience in strategic planning, executive coaching, tax advisory, audit, and financial consulting to form HeimLantz. The firm is built on the belief that sound financial guidance can transform lives and businesses. Their combined expertise along with a team of invaluable partners continues to shape a legacy of excellence and trusted relationships.
HeimLantz by the numbers
Every day we are dedicated to validating the fact that numbers tell the story, not just in the case of our clients but also in telling our own.
Years of HeimLantz providing CPA & Wealth Management service
Dedicated full-time employees, CPAs, & consultants
%
Independent & Employee-Owned
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."
Meet the people of HeimLantz
Awards
Special Recognition
HeimLantz is Named in U.S. Top Ten for Innovative Technology Use 2024
The 2024 Best Firms for Technology were announced by Accounting Today magazine and HeimLantz was honored as one of the best in the nation. Our team takes pride in offering the latest tools and tech-forward service to achieve maximum customer satisfaction.
HeimLantz is proud to be a Best Accounting Firm to Work For 2019
Making Lives Better doesn’t just apply to our clients – it also applies to our employees. We take pride in each of our team members. In fact, we were recently recognized as one of the Best Accounting Firms to Work for by Accounting Today and we’ve also made Accounting Today’s Best Firms for Women list.
Get Started
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.