Insights

Growth and Expansion The firm has multiple Maryland offices and an Alexandria location, indicating regional growth potential and cross-sell opportunities for advisory, valuation, tax planning, and outsourced accounting services to clients across neighboring markets.

Technology Recognition Awarded for best use of technology and a note on a tech-enabled service suite suggest opportunities to upsell modernized finance functions, cloud-based bookkeeping, ERP integration, and data analytics consulting.

Leadership and Reputation Leadership with long-standing industry presence and recent Forbes Best-in-State recognition for senior business development leadership signals credibility to pursue larger middle-market clients and succession planning engagements.

Value-Driven Services Broad service mix including M&A advisory, valuations, forensic investigations, litigation support, and outsourcing indicates potential to cross-sell to privately held, closely held, and professional services firms seeking growth, risk management, and transition services.

Community and Networking Active participation in local events and partnerships with community organizations demonstrate a pathway for targeted demand generation among mid-market business owners, developers, real estate professionals, and construction clients in the region.

HeimLantz CPAS & Advisors Tech Stack

HeimLantz CPAS & Advisors uses 8 technology products and services including Xero, HubSpot Analytics, Usercentrics, and more. Explore HeimLantz CPAS & Advisors's tech stack below.

Media & News

HeimLantz CPAS & Advisors's Email Address Formats

HeimLantz CPAS & Advisors uses at least 1 format(s):
HeimLantz CPAS & Advisors Email FormatsExamplePercentage
First.Last@heimlantz.comJohn.Doe@heimlantz.com
83%
Last@heimlantz.comDoe@heimlantz.com
12%
FL@heimlantz.comJD@heimlantz.com
3%
FirstMiddle.Last@heimlantz.comJohnMichael.Doe@heimlantz.com
2%

Frequently Asked Questions

What is HeimLantz CPAS & Advisors's phone number?

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You can contact HeimLantz CPAS & Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is HeimLantz CPAS & Advisors's official website and social media links?

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HeimLantz CPAS & Advisors's official website is heimlantz.com and has social profiles on LinkedIn.

How much revenue does HeimLantz CPAS & Advisors generate?

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As of August 2026, HeimLantz CPAS & Advisors's annual revenue is estimated to be $25M - $50M.

What is HeimLantz CPAS & Advisors's SIC code NAICS code?

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HeimLantz CPAS & Advisors's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does HeimLantz CPAS & Advisors have currently?

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As of August 2026, HeimLantz CPAS & Advisors has approximately 49 employees across 1 continents, including North America. Key team members include Chief Financial Officer: L. C.Owner: A. S.Director: J. W.. Explore HeimLantz CPAS & Advisors's employee directory with LeadIQ.

What industry does HeimLantz CPAS & Advisors belong to?

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HeimLantz CPAS & Advisors operates in the Accounting industry.

What technology does HeimLantz CPAS & Advisors use?

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HeimLantz CPAS & Advisors's tech stack includes XeroHubSpot AnalyticsUsercentricsWordPressMicrosoft 365Google CloudWP EngineDraftpress HFCM.

What is HeimLantz CPAS & Advisors's email format?

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HeimLantz CPAS & Advisors's email format typically follows the pattern of First.Last@heimlantz.com. Find more HeimLantz CPAS & Advisors email formats with LeadIQ.

When was HeimLantz CPAS & Advisors founded?

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HeimLantz CPAS & Advisors was founded in 2001.
HeimLantz CPAS & Advisors logo

HeimLantz CPAS & Advisors

AccountingMaryland, United States11-50 Employees

HeimLantz CPAs & Advisors is a full-service accounting firm with offices in Alexandria, Virginia, and Annapolis and Lexington Park, Maryland. The firm provides traditional accounting and advisory services, including audits, tax planning and preparation, business consulting, and specialized offerings such as business valuations, forensic investigations, litigation support, and succession and estate planning, aiming to support clients through growth and transition while emphasizing advisory guidance alongside traditional accounting work. Its client base includes privately held and closely held businesses across industries such as construction, real estate, and professional services, with services designed to address needs across accounting outsourcing, financial management, and strategic planning. Based in the Mid-Atlantic region, HeimLantz emphasizes its professional heritage and collaborative approach, rooted in the founders’ prior practices and formalized as HeimLantz in 2001, and it operates with a target of helping clients reach both business and personal goals through its core values and specialized expertise. Recent activities include hosting and participating in regional networking events and receiving recognition for technology use, reflecting ongoing engagement with the professional community and a focus on leveraging technology in service delivery.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2001
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    HeimLantz CPAS & Advisors's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    HeimLantz CPAS & Advisors's revenue is estimated to be in the range of $25M - $50M

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