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Recent Posts

HeimLantz Bids Mary Ann Murray a Fond and Grateful Farewell November 7, 2024
Annemarie Heim Is One of the Maryland Association of CPAs’ Women to Watch Honorees September 20, 2024
HeimLantz Wins Top Ten Award for Best Use of Technology July 23, 2024
Experts Discuss Strategic Exit Planning With Local Business Owners May 17, 2024
Corporate Transparency Act — Beneficial Ownership Information Reporting March 15, 2024

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Annapolis Office

180 Admiral Cochrane Drive,
Suite 520
Annapolis, MD 21401

Phone 410.841.5575
Fax 410.841.1945

Alexandria Office

1800 Diagonal Road,
Suite 635
Alexandria, VA 22314

Phone 703.299.6565
Fax 703.341.4245

Lexington Park Office

22738 Maple Rd
Suite 201
Lexington Park, MD 20653

Phone 301.862.3367
Fax 301.862.4524

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Securities offered through Avantax Investment Services^SM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services^SM. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management^SM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.