Wealth Management
Client Support

Services
- - - Services
      
      Audit & Attest
      
      Business results backed with integrity
      
      Consulting Services
      
      Your business. Your goals. Our expertise.
      
      Business Valuation Services
      
      Trusted valuations for critical business moves
      
      Federal Government Contracting & Compliance Services
      
      Smarter support for Federal contractors
      
      Client Advisory Services (CAS)
      
      Tailored financial solutions for your needs
      
      STEPS Program
      
      Never too soon to discuss business exit strategy
      
      Coaching Services
      
      Follow new drivers of business success
      
      Tax Services
      
      Navigate tax complexity with precision and purpose
      
      Explore All Services
      
      Explore All Services
  - - Services – Default
      
      Our Services
      
      Our full suite of services is designed to meet your business and personal financial needs. From strategic consulting to compliance and valuation, we provide expertise that creates clarity and drives growth. Partner with us to build lasting success.
    - Services – Audit
      
      Audit & Attest
      
      Trust and transparency are at the center of our audit work. We go beyond the numbers to uncover insights that strengthen decision-making and business resilience. The result is assurance backed by proven integrity.
    - Services – Consulting
      
      Consulting Services
      
      Our consulting approach blends expertise with a clear understanding of your goals. We guide decision-making with practical insight, helping you move forward with confidence. Expect recommendations that create measurable results.
    - Services – Business
      
      Business Valuation Services
      
      Knowing the true value of your business is critical in times of growth, transition, or sale. We provide thorough, trusted valuations that inform smarter decisions. Each report is designed to withstand scrutiny and drive clarity.
    - Services – Federal
      
      Federal Government Contracting & Compliance Services
      
      GovCon compliance doesn’t need to feel overwhelming. We deliver clear guidance that keeps you aligned with regulations while positioning your business to compete. Smart support ensures you stay audit-ready and growth-focused.
    - Services – Client
      
      Client Advisory Services (CAS)
      
      Outsourcing your back office doesn’t mean losing control—it means gaining an advantage. CAS turns day-to-day tasks into strategic opportunities, freeing you to focus on growth. We provide the tools, reporting, and expertise you need.
    - Services – STEPS
      
      STEPS Program
      
      Preparing for business transition starts well before you’re ready to exit. The STEPS Program helps you evaluate timing, value, and succession with confidence. Build a path that protects your legacy and future goals.
    - Services – Coaching
      
      Coaching Services
      
      Leadership challenges evolve as your business grows. Our coaching services provide frameworks and accountability to help you adapt and succeed. Gain perspective, refine your strategy, and unlock new drivers of performance.
    - Services – Tax
      
      Tax Services
      
      Tax planning is more than compliance—it’s about opportunity. Our team identifies strategies to minimize risk and maximize savings while keeping you fully prepared. Navigate complex regulations with confidence and purpose.
Desired Outcomes
- - - Your Goals
      
      Build and Preserve Long-Term Value
      
      Accelerate Business Growth
      
      Simplify Tax Season with Expert Planning
      
      Operate with Confidence in a Regulated World
      
      Navigate Major Business Transformations with Confidence
      
      Build Peace of Mind through a Lasting Legacy
      
      Drive Expansion with Strategic Insights
      
      Understand the True Value of Your Business
      
      Transform Your Back Office into a Strategic Advantage
  - - Desired Outcomes – Default
      
      Every business has different goals—whether it’s growth, compliance, or building long-term value. Our team helps you clarify priorities and chart a path toward lasting success. Explore outcomes to see how we can support your vision.
    - Desired – Build
      
      Build and Preserve Long-Term Value
      
      We help you create a strategy that grows and protects your wealth over time. From smart investments to careful planning, our focus is on lasting results.
    - Desired – Accelerate Business Growth
      
      Accelerate Business Growth
      
      When opportunity knocks, we help you move quickly. Our expertise removes obstacles and builds momentum so your business can grow faster.
    - Desired – Simplify Tax Season with Expert Planning
      
      Simplify Tax Season with Expert Planning
      
      Tax season doesn’t have to be stressful. Our planning strategies streamline filing, reduce surprises, and keep you prepared all year long.
    - Desired – Operate with Confidence in a Regulated World
      
      Operate with Confidence in a Regulated World
      
      Compliance doesn’t need to slow you down. We keep you aligned with regulations while protecting your ability to compete and grow.
    - Desired – Navigate Major Business Transformations with Confidence
      
      Navigate Major Business Transformations with Confidence
      
      Change brings both risk and opportunity. We provide the insight and guidance you need to move through transitions with clarity and control.
    - Desired – Build Peace of Mind through a Lasting Legacy
      
      Build Peace of Mind through a Lasting Legacy
      
      Legacy planning is about more than numbers. We help you protect your future, care for those you value, and leave lasting peace of mind.
    - Desired – Drive Expansion with Strategic Insights
      
      Drive Expansion with Strategic Insights
      
      Growth works best with the right roadmap. We deliver analysis and recommendations that position your business for smart, sustainable expansion.
    - Desired – Understand the True Value of Your Business
      
      Understand the True Value of Your Business
      
      Knowing what your business is worth is critical at every stage. Our valuations provide clear, trusted answers you can act on with confidence.
    - Desired – Transform Your Back Office into a Strategic Advantage
      
      Transform Your Back Office into a Strategic Advantage
      
      Your back office can be more than just operations. We streamline processes and reporting so they become a true driver of performance.
Industries
- - - Industries
      
      Professional Firms
      
      Unlock value with unified advisory solutions
      
      Government Contractors
      
      One source for cohesive government contractor support
      
      Non-profit Organizations
      
      Build a more resilient and scalable organization
      
      Real Estate
      
      Real estate intelligence is now all in one place
      
      Technology
      
      Accelerate tech growth with expert financial insight
      
      Construction
      
      Your strategic edge in construction finance
      
      Explore All Industries
      
      Explore All Industries
  - - Industries – Defualt
    - Industries – Professional
    - Industries – Government Contractors
    - Industries – Non-profit Organizations
    - Industries – Real Estate
    - Industries – Technology
    - Industries – Construction
Company
- - - Company
      
      Our Firm
      
      Where financial strategy meets integrity & vision
      
      Careers
      
      The next step for success is to join the right team
      
      Our People
      
      Caring experts who go beyond the numbers
  - - Company – Default
    - Company – Our Firm
    - Company – Our People
    - Company – Careers
Insights
Contact Us
Client Support
Wealth Management

Our Team

Kathleen Sulick

BIO

Read full bio ↗

Leading the Way in These
Service Areas

The financial pillar of your legacy.

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Services

Services Overview
Consulting Services
Client Advisory Services
Audit & Attest Services
Tax Services
Coaching Services
Federal Government Contracting & Compliance Services
STEPS Program
Business Valuation Services

Your Goals

Build and Preserve Long-Term Value
Simplify Tax Season with Expert Planning
Navigate Major Business Transformations with Confidence
Drive Expansion with Strategic Insights
Transform Your Back Office into a Strategic Advantage
Accelerate Business Growth
Operate with Confidence in a Regulated World
Build Peace of Mind Through a Lasting Legacy
Understand the True Value of Your Business

Industries

Industries Overview
Construction
Government Contractors
Non-profit Organizations
Professional Firms
Real Estate
Technology

Company

Our Firm
Our People
Careers
Contact Us

Resources

Insights
Client Support Center
Pay My Bill

Our Locations

Annapolis

180 Admiral Cochrane Drive, Suite 540, Annapolis, MD 21401

View on Maps

Phone 410.841.5575
Fax 410.841.1945

Alexandria

1800 Diagonal Road,
Alexandria, VA 22314

View on Maps

Phone 703.299.6565
Fax 703.341.4245

Southern MD

44425 Pecan Court, Suite 205, California, MD 20619

View on Maps

Phone 301.862.3367
Fax 301.862.4524

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Leaving HeimLantz CPA

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Continue to Wealth Management ↗

Leaving HeimLantz CPA

You are now leaving the HeimLantz CPA website and will be redirected to the HeimLantz Wealth Management website. The content, services, and disclosures on the destination website may differ from those on this site.

Continue to Wealth Management

Services

Audit & Attest

Consulting Services

Business Valuation Services

Federal Government Contracting & Compliance Services

Client Advisory Services (CAS)

STEPS Program

Coaching Services

Tax Services

Services – Default

Our Services

Services – Audit

Audit & Attest

Services – Consulting

Consulting Services

Services – Business

Business Valuation Services

Services – Federal

Federal Government Contracting & Compliance Services

Services – Client

Client Advisory Services (CAS)

Services – STEPS

STEPS Program

Services – Coaching

Coaching Services

Services – Tax

Tax Services

Your Goals

Build and Preserve Long-Term Value

Accelerate Business Growth

Simplify Tax Season with Expert Planning

Operate with Confidence in a Regulated World

Navigate Major Business Transformations with Confidence

Build Peace of Mind through a Lasting Legacy

Drive Expansion with Strategic Insights

Understand the True Value of Your Business

Transform Your Back Office into a Strategic Advantage

Desired Outcomes – Default

Desired – Build

Build and Preserve Long-Term Value

Desired – Accelerate Business Growth

Accelerate Business Growth

Desired – Simplify Tax Season with Expert Planning

Simplify Tax Season with Expert Planning

Desired – Operate with Confidence in a Regulated World

Operate with Confidence in a Regulated World

Desired – Navigate Major Business Transformations with Confidence

Navigate Major Business Transformations with Confidence

Desired – Build Peace of Mind through a Lasting Legacy

Build Peace of Mind through a Lasting Legacy

Desired – Drive Expansion with Strategic Insights

Drive Expansion with Strategic Insights

Desired – Understand the True Value of Your Business

Understand the True Value of Your Business

Desired – Transform Your Back Office into a Strategic Advantage

Transform Your Back Office into a Strategic Advantage

Industries

Professional Firms

Government Contractors

Non-profit Organizations

Real Estate

Technology

Construction

Industries – Defualt

Industries – Professional

Industries – Government Contractors

Industries – Non-profit Organizations

Industries – Real Estate

Industries – Technology

Industries – Construction

Company

Our Firm

Careers

Our People

Company – Default

Company – Our Firm

Company – Our People

Company – Careers

Kathleen Sulick

BIO

Leading the Way in These
Service Areas