Amy Smith joined HeimLantz in 2007 as a senior accountant and has enjoyed growing into a manager. She serves a wide range of clients, including government contractors, attorneys, physicians and other business owners. In particular, Amy and her team assist clients with projecting their income tax liabilities, structuring business transactions to minimize tax consequences, providing year-end tax planning and utilizing technology to capture necessary financial information. She enjoys getting to know her clients and becoming a trusted advisor.
With over 14 years in the accounting profession, Amy is well-respected in the business community. In the past, she has given presentations on fraud prevention and how to minimize business and personal taxes at PNC Bank and West Anne Arundel Chamber of Commerce. Amy served as Chair of the Ambassadors Club at West Anne Arundel County Chamber of Commerce for two years, where she collaborated with the ambassadors to welcome new members to the chamber and make a positive impact during their first year of membership. As a result of this effort, Amy was named the chamber’s 2013 Volunteer of the Year.
Prior to joining HeimLantz, Amy spent five years working for PricewaterhouseCoopers in New York City, where she served in the private company services group and exempt organizations group. She credits Laura Parello, her mentor and former colleague, with teaching her to provide exceptional customer service to clients.
Amy graduated from the University of Texas at Austin in 2002, earning both Bachelor of Business Administration and Master in Professional Accounting degrees. She is a member of the American Institute of Certified Public Accountants (AICPA) and the Maryland Association of CPAs (MACPA), and she served for two years on the Student Recruitment Committee of the AICPA. In addition, Amy serves as the Treasurer of the Bryant Committee at the US Naval Academy.
Amy met her husband Aaron during her time in New York. They eventually moved to Maryland in 2006. Her greatest joy in life is her son. She loves sharing her interests with him, especially art and music. Amy and her family enjoy taking their dog for walks around the Naval Academy as well as supporting the Academy’s music department. She describes her husband as her biggest supporter and credits her family for consistently challenging her to become the person she is today.