Establish Peace of Mind with a Lasting Financial Legacy
Strategic Guidance for What Matters Most
At HeimLantz, the outcomes we create are not just about numbers. They are about people, purpose, and planning for what truly matters. By working closely together, we take time to understand your goals, values, and vision, so we can help you build a financial legacy that endures.
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Design the future you envision through integrated strategies
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Business & Owner Succession & Transition Planning
Ensure peace of mind with succession plans that protect your legacy and provide continuity for future generations.
Estate & Gift Valuation Consulting
Preserve wealth with valuations that safeguard intentions and provide clarity for estate and gift planning.
Business & Owner Exit Readiness & Planning
Plan exits that secure financial stability and preserve the business legacy you’ve worked hard to build.
Business Strategy & Consulting
Strengthen long-term security with strategies designed to balance opportunity, protection, and sustainable growth.
Entity Formation & Ownership Structuring
Protect family wealth with entity structures that preserve assets and support legacy planning.
Business Valuation Consulting & Reporting
Gain valuations that reflect your business’s true worth, ensuring clarity in legacy and estate decisions.
Financial Dashboards & Forecasting
Plan with confidence using forecasts that protect wealth and support a secure financial future.
Fractional CFO Services
Access expert guidance to safeguard finances and strengthen long-term stability without a full-time commitment.
Accounting Technology Integration and Automation
Protect financial integrity with systems that secure data, automate reporting, and preserve long-term order.
Financial Process Automation
Build lasting security with automated processes that minimize risk and strengthen consistency.
Strategic Tax Planning for Businesses
Preserve your wealth with proactive tax strategies that minimize liability and protect legacy goals.
Estate & Gift Tax Planning
Safeguard your family’s future with thoughtful tax planning that honors your wealth transfer wishes.
Specialized Tax Research & Consulting
Resolve complex tax issues with clarity, ensuring peace of mind and long-term financial security.
Business Purchases and Sales Analysis
Make ownership decisions with strategies that protect value and preserve wealth.
Rental Property Purchases and Sales Analysis
Evaluate property transactions with foresight to protect cash flow and build lasting wealth.
Team Leadership Coaching
Prepare future leaders to carry forward your values and protect the legacy of your business.
One-on-One Executive Coaching
Strengthen leadership stability to ensure your legacy endures through thoughtful decision-making.
Why HeimLantz
Secure your financial vision with a solid framework
Dynamic Roadmap
Move forward with a strategic blueprint that evolves with your business and personal milestones.
Empowerment
Feel equipped and supported to lead with intention and make informed choices.
Enduring Impact
Leave a meaningful mark by aligning your financial decisions with your values and vision.
Optimized Performance
Enhance your business and financial outcomes with systems designed for growth.
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
How can a holistic financial advisory approach help me?
A holistic approach integrates business strategy, tax planning, succession, valuation, and leadership development to ensure every decision supports your long-term vision. This unified strategy reduces risk, enhances performance, and creates a clear path to preserving wealth and purpose across generations.
Why is long-term financial clarity important for legacy planning?
Long-term financial clarity helps you make informed decisions today that align with your future goals. It eliminates uncertainty, supports confident transitions, and ensures your financial and personal values are reflected in the legacy you leave behind.
Why is it important to align personal and business financial goals?
Aligning personal and business goals ensures that your financial strategy is cohesive, efficient, and tailored to support both your lifestyle and long-term legacy, without conflict or missed opportunities.
How does strategic planning reduce financial stress and uncertainty?
Strategic planning provides a roadmap that anticipates challenges, aligns resources, and supports proactive decision-making. This reduces last-minute surprises, improves confidence, and gives you peace of mind knowing answers to unpredictable questions.
What makes your approach different from traditional financial services?
HeimLantz offers an integrated, relationship-driven approach that goes beyond numbers. We align your financial strategy with your values, vision, and goals, helping you build not just wealth, but a meaningful and lasting legacy.
How do these services reduce financial stress for business owners?
By offering proactive planning, expert guidance, and streamlined systems, our services help business owners avoid surprises, stay ahead of challenges, and focus on enduring growth.
What makes peace of mind a measurable outcome in financial planning?
Peace of mind comes from knowing your finances are aligned, your risks are managed, and your future is thoughtfully planned, measured by reduced stress, improved clarity, and greater confidence in your decisions.
Business & Owner Succession & Transition Planning
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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.