HeimLantz

Name

HeimLantz

Legal name

HeimLantz CPAs & Advisors, LLC

Website

https://heimlantz.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Professional Accounting and Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Services (8741)

akta.pro primary industry

Outsourced Finance & CFO Services (BPAHABAE)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Accounting services
• Tax planning
• Business valuation
• Audit services
• Government contracting compliance

Headquarters

HQ city

Annapolis

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services Fees: Billing for comprehensive accounting, tax, audit, consulting, and advisory services delivered to businesses and individuals. Services include Audit & Attest, Tax Services, Business Valuation, Client Advisory Services, Federal Government Contracting & Compliance, Succession Planning (STEPS Program), Coaching Services, and Consulting
2. Wealth Management Referral: Referrals to affiliated wealth management services through heimlantzwm.com

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels7 records

Core offering

HeimLantz is a full-service CPA and advisory firm that provides accounting, tax planning and compliance, audit and attest, business valuation, consulting, client advisory services (outsourced back office), federal government contracting compliance, succession and exit planning (STEPS Program), executive coaching, and wealth management services. The firm primarily serves mid-market businesses and individuals in the Mid-Atlantic region, delivering services through credentialed CPAs, CVAs, and advisors across three office locations.

Product overview

HeimLantz is a full-service CPA and advisory firm serving Mid-Atlantic businesses since 2001. The firm operates as a single integrated service offering rather than a modular platform, providing a coordinated suite of professional services including Audit & Attest, Tax Services, Consulting Services, Client Advisory Services (CAS), Business Valuation Services, Federal Government Contracting & Compliance Services, the STEPS succession planning Program, Coaching Services, and Wealth Management. Services are delivered through credentialed CPAs and advisors with expertise across construction, government contractors, non-profit organizations, professional firms, real estate, and technology industries.

Differentiator

Problem solved

Functional benefit

Products and services

• Audit & Attest Services Assurance and audit services providing trust and transparency in financial reporting, with a focus on decision-making insights and business resilience. Designed for businesses requiring independent assurance engagements.
• Tax Services Tax planning and compliance services helping clients navigate complex regulations with strategies to minimize risk and maximize savings. Serves both businesses and individuals.
• Consulting Services Business consulting with expertise aligned to client goals, providing practical insight for measurable results and confident decision-making.
• Client Advisory Services (CAS) Outsourced back-office financial services that turn day-to-day tasks into strategic opportunities, with tools, reporting, and expertise for growth. Functions as the firm's outsourced accounting offering.
• Business Valuation Services Trusted business valuations for growth, transition, or sale scenarios, with reports designed to withstand scrutiny and drive clarity. Performed by credentialed valuation professionals (ABV, CVA).
• Federal Government Contracting & Compliance Services GovCon compliance guidance keeping federal contractors aligned with regulations while remaining audit-ready and growth-focused, with DCAA audit readiness support.
• STEPS Program (Succession & Exit Planning) Business succession and exit planning program helping business owners evaluate timing, value, and succession strategy to protect legacy and future goals.
• Coaching Services Executive and leadership coaching providing frameworks and accountability to help business owners adapt and succeed through business growth challenges, including effective meetings and leadership topics.
• Wealth Management Wealth management services provided through separate entity heimlantzwm.com (HeimLantz Wealth Management), focused on long-term financial planning and asset protection.

Quantifiable outcome

• Grew Aviation Systems Engineering Company from 3-person to 250+ employee company over 15 years
• +1 more outcomes

Named customers5 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Six partnerships are on record, tiered minor and core.

• The Blue Ribbon ProjectminorOthers · 16 May 2026Community organization supported through sponsorship and attendance at the 2026 Blue Ribbon Bash. The Blue Ribbon Project provides advocacy, resources, and support programs for children and young adults affected by trauma, hardship, and foster care.
• Pinnacle Financial PartnersminorGTM or Marketing Partner · 14 May 2026Co-hosted Eastern Shore networking event at Pintail Point on May 14, 2026. Partnership for client and community networking event combining relationship-building opportunities.
• Mackenzie CommercialminorGTM or Marketing Partner · 14 May 2026Co-hosted Eastern Shore networking event at Pintail Point on May 14, 2026. Partnership for client and community networking event.
• DARS LawminorGTM or Marketing Partner · 14 May 2026Co-hosted Eastern Shore networking event at Pintail Point on May 14, 2026. Partnership for client and community networking event.
• TaxCaddy (SurePrep)coreTechnology or IntegrationTechnology partner providing secure document gathering and sharing platform. TaxCaddy automatically retrieves 1099s, 1098s, and W-2s. Uses Amazon Web Services for storage with bank-level encryption and two-factor authentication.
• SafeSend ReturnscoreTechnology or IntegrationTechnology partner providing secure, paperless electronic delivery and signing of tax returns. Includes Knowledge-Based Authentication (KBA) from LexisNexis for identity verification.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Aronson LLC: Rockville, MD-based mid-Atlantic CPA and advisory firm with comparable service mix (audit, tax, advisory, outsourced accounting) and similar client verticals including government contractors. Aronson is one of the closest direct competitors in the DMV market, contesting the same mid-market clientele.
• Calibre CPA Group: Mid-Atlantic full-service CPA firm offering accounting, audit, tax, and outsourced CFO services to growth-stage and middle-market companies. Overlaps with HeimLantz on technology vertical serving and CAS-style engagements in the DMV region.
• Aprio: Top-50 U.S. CPA and advisory firm with strong Mid-Atlantic/Southeast presence and core services in tax, audit, advisory, and outsourced accounting. Comparable industry vertical targeting (including construction and government contractors) and similar full-service integration of CAS, valuation, and succession planning work.
• Gross, Mendelsohn & Associates: Baltimore/Maryland-based regional CPA firm serving closely-held businesses, real estate, construction, and nonprofit clients. Comparable service mix including tax, audit, accounting, and consulting; similar firm size band and Mid-Atlantic concentration make it a relevant direct peer.
• Councilor, Buchanan & Mitchell (CB&M): Mid-Atlantic CPA and business advisory firm with offices in the DC metro area providing audit, tax, valuation, and outsourced CFO services. Direct overlap in service offering, regional footprint, and mid-market client base targeting construction, nonprofit, and professional services verticals.
• GRF CPAs & Advisors: Bethesda, MD-based full-service CPA firm serving nonprofits, government contractors, and mid-market businesses across the DMV. Comparable size, vertical alignment (especially nonprofit and GovCon), and service-line breadth make GRF an immediate direct competitor for many of HeimLantz's flagship segments.

Broad incumbents

• Baker Tilly US: Top-10 U.S. accounting and advisory firm with significant DMV presence serving mid-market and government contractor clients. Provides similar service lines (audit, tax, advisory, government contractor consulting) but at far larger scale and broader geographic reach.
• BDO USA: Top-10 global accounting firm with substantial mid-Atlantic presence serving government contractors, real estate, and nonprofit clients. Overlapping service portfolio but operates as a much larger, multi-national player competing for enterprise-scale engagements in the same verticals.
• WithumSmith+Brown (Withum): Top-30 U.S. CPA and advisory firm with East Coast presence providing audit, tax, advisory, and outsourced accounting services. Comparable service mix targeting mid-market and government contractor clients, and comparable technology-forward positioning including client portal services.
• RSM US LLP: Leading U.S. mid-market-focused accounting and advisory firm with significant presence serving government contractors and middle-market businesses in the DMV. Comparable mid-market positioning and service-line breadth at meaningfully larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/heimlantz
• Facebookfacebook.com/HeimLantz
• LinkedInlinkedin.com/company/heimlantz-p.c.

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HeimLantz