Build and Preserve Long-term Wealth
Focused Guidance for Enduring Prosperity
By integrating financial foresight, operational excellence, and leadership development, clients can make informed decisions that minimize risk exposure and enhance enterprise value. Build lasting protections through secure business and personal strategies.
HeimLantz services empower clients to grow their enterprises with intention while safeguarding assets for future generations. Our team equips clients with the tools to make confident, forward-thinking choices that strengthen financial health and ensure continuity.
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Secure your financial future with strategic planning
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Business & Owner Succession & Transition Planning
Mergers & Acquisitions (M&A) Advisory
Estate & Gift Valuation Consulting
Business & Owner Exit Readiness & Planning
Business Strategy & Consulting
Business Valuation Consulting & Reporting
Gain clear valuations that help protect and grow wealth across ownership changes, estate planning, and legacy building.
Entity Formation & Ownership Structuring
Lay a secure foundation for wealth preservation with entity structures designed for stability, scalability, and protection.
Strategic Tax Planning for Businesses
Estate & Gift Tax Planning
Specialized Tax Research & Consulting
Business Purchases and Sales Analysis
Rental Property Purchases and Sales Analysis
Team Leadership Coaching
One-on-One Executive Coaching
Indirect Cost Rate Budgeting
Capture Strategy & Proposal Consulting
Protect and grow your market presence with strategies that secure contracts and sustain long-term business wealth.
Create a financial framework that works for you
Tax-Smart Wealth Growth
Implement forward-thinking strategies that help retain more of what you earn and invest.
Sustainable Business Success
Establish a resilient model that supports consistent performance and long-term viability.
Growth with Intention
Pursue agendas that reflect your broader mission and values, not just short-term gains.
Holistic Financial Vision
Unify your personal, professional, and legacy goals into a cohesive financial approach.
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 advisory services different from traditional accounting?
Unlike traditional accounting, our advisory services take a proactive, strategic approach, integrating tax planning, business consulting, and leadership development to support long-term wealth creation. Advisory services go beyond the numbers and the financials to capture the most valuable attributes of each client and ensure their development and well-being.
What are the benefits of working with a CPA firm for long-term wealth planning?
Partnering with a CPA firm provides expert financial guidance, tax-efficient strategies, and structured planning that align your business and personal goals to help grow and protect wealth over time.
How does entity structuring impact long-term financial outcomes?
Choosing the right legal structure can reduce liability, optimize tax treatment, and support scalability, laying the groundwork for sustainable financial success.
Why is business valuation important before a sale or merger?
A professional business valuation provides a clear, defensible picture of your company’s worth, helping you negotiate confidently and make informed decisions during mergers, acquisitions, or exits.
How can succession planning help preserve business value?
Succession planning ensures leadership continuity, minimizes disruption, and protects business value and legacy for future generations.
What role does executive coaching play in financial growth?
Executive coaching enhances leadership effectiveness, decision-making, and team performance, driving stronger business outcomes and long-term profitability.
How can a CPA firm help with government contract proposals and budgeting?
We offer capture strategy consulting and indirect cost rate budgeting to help businesses compete effectively for government contracts and manage compliance with funding requirements.
How do you support business owners preparing for an exit?
We align your financial, operational, and personal goals to create a customized exit strategy that maximizes value and ensures a smooth transition for an exit now or years into the future.
How do you help with mergers and acquisitions?
We guide clients through every phase of the M&A process—from valuation and due diligence to negotiation and post-deal integration—to protect value and support strategic goals.
Can you help structure a new business for long-term success?
Yes. We assist with entity selection, ownership agreements, and financial modeling to lay a strong foundation for scalability and protection.
What is indirect cost rate budgeting?
Indirect cost rate budgeting ensures your organization accurately reflects true operating costs, which is critical for government funding and contract compliance.
Do you offer services for real estate investors?
Yes. HeimLantz helps real estate investors maximize their after-tax returns through specialized services including 1031 exchanges, cost segregation studies, and tailored tax planning, all supported by dedicated real estate tax expertise. Investors also benefit from business valuations, outsourced CFO and advisory services, and seamless coordination with wealth management strategies to optimize both property performance and long-term financial goals.
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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.