HeimLantz CPAs and Advisors is pleased to announce the admission of Amy Smith to the ownership group effective May 2023.
Amy has consistently demonstrated her commitment to HeimLantz’s core purpose of Making Lives Better through her exceptional work ethic and dedication to colleagues and clients. Her expertise lies in assisting clients with projecting their income tax liabilities, structuring business transactions to minimize tax consequences, planning for year-end taxes, and leveraging technology to capture vital financial information. Amy serves a diverse clientele, including government contractors, attorneys, physicians, and other business owners. Amy’s passion for her work stems from her focus on leading the firm’s tax business unit to help clients navigate their financial journeys and help team members grow and thrive.
“Amy’s admission to the ownership group is a testament to her outstanding contributions to HeimLantz and our clients,” said Tommy Lantz, CEO, HeimLantz. “Her exceptional leadership skills, technical proficiency, and genuine commitment to improving the lives of those around her make her an invaluable asset to our team.”
Beyond her professional achievements, Amy finds immense joy in her personal life. Amy credits her family, including her loving husband and their son, as the driving forces behind her personal and professional growth. She cherishes sharing her interests, particularly art and music, with her son, who brings her the greatest joy.