HeimLantz CPAs and Advisors

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HeimLantz CPAs and Advisors

At HeimLantz our Purpose is Making Lives Better. We have a dedicated team of professionals that are not only good at what they do, but love what they do!

09/25/2026

📍 We’re Moving!

Beginning October 1, 2026, our Alexandria office will have a new address:

2800 Eisenhower Ave, Suite 220
Alexandria, VA 22314

New address, same commitment to Making Lives Better.

09/22/2026

📣 Business owners-are you ready to build a stronger, more valuable business?

HeimLantz and ClearGrowth Advisors are partnering to host The Business Owners Workshop on Tuesday, October 20, from 2:30–5:00 pm.

Join us for an interactive afternoon focused on practical strategies to:

📈 Increase profitability and accelerate growth
⚙️ Overcome obstacles that may be holding your business back
💡 Build long-term enterprise value
🎯 Create a more sustainable business that doesn’t depend on you for everything

The workshop will be followed by an optional happy hour at ADG Creative, a chance to continue the conversation and connect with fellow business owners and our teams.

Space is limited- reserve your spot today!

🔗 https://www.heimlantz.com/the-business-owners-workshop-october-20-2026/

09/15/2026

Today marks another important milestone for our clients and our team. We’re grateful for the dedication, attention to detail, and collaboration our HeimLantz professionals bring to every deadline.

Thank you to our team for their continued commitment to serving our clients and Making Lives Better throughout another busy tax season!

09/09/2026

We’re proud to once again be recognized as one of Accounting Today’s 2026 Best Accounting Firms to Work For!

This recognition celebrates accounting firms across the country that have created outstanding workplace cultures and employee experiences.

At HeimLantz, we believe a strong firm starts with a strong team. We’re proud to create an environment where our people are supported, encouraged to grow, and given opportunities to build meaningful relationships with their colleagues, clients, and communities.

As Senior Associate Shannon Lamon shared, “A great place to work is about more than the work you do, it’s about the people you do it with.”

We’re honored to receive this recognition and even prouder of the incredible people who make HeimLantz a great place to work.

09/02/2026

HeimLantz CPAs and Advisors has been named a Best Place to Work for Women by Best Companies Group in partnership with BridgeTower Media.

This recognition celebrates something incredibly important to us—the people and culture that make HeimLantz a great place to work. We’re proud to foster an environment where women are supported, encouraged to grow, given opportunities to lead, and empowered to make a difference.

💬 “Supporting women isn’t simply a program here; it’s part of how we want to work. I’m proud to be part of a team that ‘lifts each other up as we climb.’”
— Amy Smith, Tax Compliance and Planning Leader

Congratulations to the incredible women of HeimLantz whose leadership, expertise, and contributions make our firm and our communities stronger every day. 💙

Learn more about this recognition and our team: https://www.heimlantz.com/heimlantz-cpas-and-advisors-recognized-as-a-best-place-to-work-for-women-for-second-consecutive-year/

08/04/2026

Beyond AI: The Human Advantage in the Age of Intelligent Technology

As artificial intelligence becomes part of everyday business, one question matters more than ever:

What becomes more valuable about being human?

In our latest blog, Daniel Russell, CPA, ABV. CFF. CVA. MSA, shares why the future of advisory services isn't just about adopting the latest technology, it's about combining AI with the qualities that can't be automated: trust, judgment, empathy, experience, and meaningful client relationships.

Technology can accelerate the work, but people still make the decisions that matter most.

Read the full article here: https://www.heimlantz.com/beyond-ai-the-human-advantage-in-the-age-of-intelligent-technology/

06/23/2026

On June 16th, HeimLantz hosted the Business Owners Workshop: Proven Moves for Making Your Business More Profitable, More Valuable, and Easier to Run, bringing together business owners and advisors for an engaging discussion focused on growth, scalability, and long-term value creation.

George Sandmann, founder of Growth-Drive™ and author of The Growth-Driving Advisor, provided attendees with actionable insights on the definition of strategic capacity, increasing profitability, removing growth bottlenecks, and building transferable business value while creating a more sustainable and manageable operation.

Dan Russell, CPA, CVA, Director of Business Development at HeimLantz, shared his expertise in business valuation, succession planning, and strategic advisory services. Tim Rhode and Tony Diekemper of Clear Growth Advisors also contributed valuable perspectives on growth readiness, scalability, and preparing businesses for future opportunities.

The workshop generated meaningful conversations around what it takes to build a business that is not only profitable, but also easier to run and positioned for long-term success.

05/27/2026

🎗️ HeimLantz was proud to attend and sponsor the 2026 Blue Ribbon Bash on Saturday May 16th hosted by the Blue Ribbon Project🎗️

We were honored to join community members, supporters, and local organizations in supporting The Blue Ribbon Project’s mission to help abused and neglected children in our community. 💙

The evening was filled with great food, live music, fundraising, and meaningful connections, all for an incredible cause. Thank you to everyone who helped make this event such a success!

05/19/2026

On May 14, 2026, the HeimLantz team partnered with Pinnacle Financial Partners, Mackenzie Commercial, and DARS Law to host a client event at Pintail Point on Maryland’s Eastern Shore.

The afternoon brought together clients, colleagues, and business leaders for networking, clay shooting, and conversations along the Wye River. Guests enjoyed activities for all experience levels, local seafood, and the opportunity to connect with other professionals in the region.

Thank you to our co-hosts Pinnacle Financial Partners, MacKenzie Commercial Real Estate Services, LLC, and Davis, Agnor, Rapaport & Skalny for helping make the event a success. We appreciate everyone who joined us and look forward to future events together.

05/13/2026

🇺🇸 Holiday Office Closure 🇺🇸

As we approach the upcoming Memorial Day holiday, just a reminder that all HeimLantz offices will be closed from May 22nd through May 26th.

Thank you for your continued support, and we hope everyone enjoys a safe and relaxing holiday weekend!

Address

180 Admiral Cochrane Drive Suite 520
Annapolis, MD
21401

Telephone

+14108415575

Website

http://www.heimlantz.com/

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