HeimLantz would like to announce the retirement of Mary Ann Murray after a remarkable 40-year career in the accounting industry. Partner and CPA, Mary Ann retired on September 20, 2024. Mary Ann spent the last years of her career as a key member of the HeimLantz team, and though we’ll miss her invaluable contributions to our team, we’re thrilled to wish her the best in this new chapter in her life.
关于我们
HeimLantz CPAs and Advisors is a full service Certified Public Accounting firm with offices in Alexandria, Virginia, and Annapolis and Lexington Park, Maryland. Our team of professionals is dedicated to helping clients reach their business and personal goals. We are not simply accountants, but advisors who want to help you succeed. Our firm’s Purpose is Making Lives Better. In order to guide us to fulfill this Purpose, we created a set of Core Values that our team is committed to follow. Our Purpose and Core Values inform who we are as a firm and how we define ourselves as professionals. In addition to having a team of experienced CPAs and CPA candidates, HeimLantz’s technical expertise includes certified Business Valuation experts, Certified Fraud Examiners, Enrolled Agents, and a range of other financial specialties. We help companies and their principals maximize value through each phase of growth and transition. Our specialties include: • Privately Held Businesses • Closely Held Businesses • Construction Industry • Real Estate • Professional Services companies • Audit and Attest Services • Tax Planning and Preparation Services • Business Consulting • Mergers and Acquisition Consulting • Outsourcing of Accounting and Financial Management • Litigation Support • Business Valuations by Certified Experts • Forensic Investigations • Expert Witness Services, Including Court and Deposition Testimony • Succession Planning • Estate and Gift Planning Our Background: Carter Heim and Tom Lantz each grew a successful accounting practice from the mid-1970s through the 1990s. They merged their firms to form HeimLantz in 2001, creating a formidable regional synergy of talent and experience.
- 网站
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http://www.HeimLantz.com
HeimLantz CPAS & Advisors的外部链接
- 所属行业
- 会计
- 规模
- 51-200 人
- 总部
- Annapolis,Maryland
- 类型
- 合营企业
- 创立
- 2001
地点
HeimLantz CPAS & Advisors员工
动态
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HeimLantz was proud to join colleagues in the accounting industry to network and learn about the latest topics in government contracting accounting during the 2024 Government Contractors Conference. The conference provided attendees with essential insights and updates related to current industry trends, regulation changes, and a DCAA overview. Thank you to HeimLantz’s Jenny Wamsley, CPA, for helping to organize this successful and educational event. If you weren’t able to attend but are interested in learning more about the unique accounting challenges and requirements facing businesses that work with the federal government, we invite you to learn more about HeimLantz’s Federal Government Contractor Accounting & Compliance services. Our expert team stays up to date on policies and standards that impact federal contractors as part of our commitment to making lives better for our clients. https://lnkd.in/g64AW7YT #governmentaccountingprofessionals #govconconference #MACPA #GovCon #accounting #CPA
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Making Lives Better, Director Of Business Development, Consulting Business Unit Leader, Trusted Strategic Advisor, Delivering ROI to Business Owners, Connecting the Professional Community, Leading Change and Innovation
Great day yesterday at the St. Mary's County Chamber of Commerce 46th annual golf tournament!! The weather was perfect, the food was excellent from Olde Town Pub in Leonardtown, and our team had some great swings out there ⛳️🏌🏽 Especially great seeing our colleagues from WesBanco! James V. Jacob Womble Zack Greene Tommy Lantz Dolly Suarez, CPA, CFP® #golftournament #networking #somd
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Join HeimLantz for the 2024 MACPA Government Contractors Conference on October 30, 2024. This annual conference offers valuable insights, updates, and networking opportunities for accounting professionals working with government contractors both as independent CPAs and in-house accounting professionals. In a field characterized by complex regulations and changing policies, the conference will address a range of relevant topics, including regulatory changes, legal update, a DCAA update, overview of Environmental, Social and Government (ESG) concerns, and AI’s impact on Accounting and Finance. As a member of the organizing committee for this informative event, Jenny Wamsley, one of HeimLantz’s Government Contracting experts, in addition to other members of the HeimLantz team, will be attending the conference. Join us and other accounting colleagues working in the government space to discuss current issues, network with peers, and learn from experts in the community. Details and Registration: 2024 Government Contractors Conference https://lnkd.in/gufcpDAD Live Watch Party at Aprio 111 Rockville Pike, Ste 600 Rockville, MD 20850-5109 Wednesday, October 30, 2024 8:00 AM – 4:30 PM EDT #governmentaccountingprofessionals #govconconference #MACPA #GovCon
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We are thrilled to announce that HeimLantz Senior Manager, Annemarie Heim, has been nominated as one of the Maryland Association of CPAs’ (MACPA) Women to Watch Honorees. MACPA’s annual award ceremony celebrates women in the accounting profession who are making a powerful, positive impact on the industry. Annemarie specializes in business tax with a focus on real estate and professional services. Her commitment to building relationships with clients and leading her teams with grace, skill and determination help to further HeimLantz’s mission of making lives better. Honorees will be recognized at the MACPA awards ceremony on September 26, 2024, at the Maryland Live! Hotel. We look forward to celebrating Annemarie's achievements and supporting her at this special event. #womentowatch #HeimLantz #womeninaccouning #MACPA https://lnkd.in/eqZ4aftw
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We are excited to announce that HeimLantz has been named one of the top ten 2024 Best Firms for Technology by Accounting Today. It is great to see that our commitment to providing cutting-edge solutions that empower successful outcomes and enhance client service is being recognized by others. https://lnkd.in/eZhFiBjB #bestfirmsfortechnology #taxadvisors #taxstrategy #wealthmanagement #financialplanning #estateplan #dmvarea
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Recently, the Maryland Tech Council hosted the #MTCCRC GovCon Forum Educational Series: Maximize Your Business Value Before the Exit. Daniel T. Russell, CPA.ABV.CFF, CVA, MSA led the discussion, providing guests with an insider’s view of various strategies for business owners to maximize their company’s value prior to their exit. The discussion panel featured an outstanding range of experts: Andre J. Castillo of FVLCRUM Funds, Kathryn Hickey from McDonald Hopkins LLC, Mark Machi from HeimLantz CPAS & Advisors, and Steve Prichett from Evergreen Advisors. #exitstrategy #businessvaluation #exitplanning #mergersandacquisitions
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As the summer season approaches, our tradition at HeimLantz is to take a brief moment for our team members to reflect, recharge, and refresh by extending the Memorial Holiday to a 5-day weekend. Please reach out with any urgent needs prior to May 23. Our offices will be officially closed from May 24-28. The offices will reopen May 29. We hope you also find the time to honor those who made the ultimate sacrifice to defend our way of life.
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Making Lives Better, Director Of Business Development, Consulting Business Unit Leader, Trusted Strategic Advisor, Delivering ROI to Business Owners, Connecting the Professional Community, Leading Change and Innovation
Enjoying the AABA Bar Association weekend at Omni Bedford in PA!!! Hanging out with Rice Law and so many other wonderful groups from our awesome county! Anne Arundel Bar Association HeimLantz CPAS & Advisors https://lnkd.in/ehpGuGT4 www.omnihotels.com #businessdevelopment #lawfirmgrowth #advisoryservices #professionaldevelopment
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