Kathy’s analytical mind makes accounting a great fit for her. Her personal philosophy of service is simple: “Clients don’t need to pay us to prepare their tax returns inaccurately—they can do that for free on their own.” With over two decades of experience in the accounting field, Kathy is a valuable member of the HeimLantz team. Prior to joining the firm, she spent 17 years with a Delaware accounting firm, starting as a staff accountant in 2001 and ending as the firm’s managing partner. Upon moving to Michigan in 2019, she worked as an income tax manager with a large regional firm for two years before joining HeimLantz in 2021. Kathy attributes her career success to the belief that she can achieve whatever she sets her mind to and the conviction that she should do her best at everything that she attempts, simply as a matter of pride.
In her capacity as the firm’s tax review manager, Kathy is responsible for reviewing business, personal, estate, trust, and tax-exempt entity tax returns. She contributes to the team effort of producing accurate, timely, and pain-free tax returns for clients across multiple industries and states. Kathy has developed advanced expertise in the areas of small business and individual income taxation, with an emphasis on compliance in planning, accurate tax return preparation, and the identification of legal opportunities for tax savings.
Raised in a suburb of Buffalo, New York, Kathy learned a lot from spending time with her father, who was a self-employed home builder and general contractor who also acted as his own realtor and bookkeeper. He took her to work with him and taught her about business practices, negotiating, sales, and many other facets of being a successful entrepreneur. She spent time living in Pennsylvania, New Jersey, Germany, New Mexico, Maryland, and Delaware before settling down in her current location—southwest Michigan. She enjoys living in Hudsonville with her husband of more than 20 years and their two pets, a dog and a cat. In her free time, Kathy pursues a variety of hobbies, including birding, bicycle riding, hydroponic vegetable gardening, cryptocurrency, and criminal justice system reform.
- American Institute of Certified Public Accountants (AICPA)
- Michigan Association of CPAs (MICPA)
- State University of New York at Albany – Regents College (now called Excelsior College)
- Bachelor of Science in Accounting (1995)
Getting to know Kathy:
What is the best piece of advice you have ever been given?
“I think I’d say the ‘Iceberg Illusion of Success.’ It is a graphic that displays success as an iceberg—what people see is just the small portion above the water level—your success. What people don’t see is everything that has gone into achieving that success—persistence, failure, sacrifice, and more.”
What profession other than your own would you like to attempt?
“Criminal psychology. I have always been fascinated with certain aspects of human nature, such as public image presented versus reality and what causes people to choose to engage in criminal activities.”
What are three things on your bucket list?
“Learning to play the piano, going on an African photo safari, and writing a screenplay.”