Julio’s Interview with HeimLantz CPA and Advisors, LLC

Julio interviews Daniel Russell from the firm HeimLantz CPAs and Advisors, LLC.

Contact Daniel at daniel.russell@heimlantz.com to set up a consultation.

History Carter Heim and Tom Lantz each grew successful accounting practices 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. With offices in Annapolis, Maryland and Alexandria, Virginia, the firm serves organizations throughout the mid-Atlantic, with a strong focus on the greater Washington, Annapolis, Baltimore and northern Virginia metro areas. Today, the HeimLantz team is comprised of over 50 experienced professionals, including CPAs, CFPs, CVAs, and EAs. With experts and specialists in a host of financial disciplines, HeimLantz is well-positioned to help companies and their principals maximize value through every phase of growth and transition. They offer a myriad of tax, accounting, and valuation services as well as estate planning, financial planning, and wealth management. Effective January 1, 2019, the certified public accounting firm Murray, Wamsley & Schrader, LLC (MWS) merged with HeimLantz CPAs and Advisors, which expanded our service offerings, especially in the government contracting industry.


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