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!

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!

05/08/2026

HeimLantz CPAs & Advisors is excited to congratulate Daniel T. Russell, CPA, CVA, on being recognized by Forbes as a Best-in-State CPA for Maryland! 🎉

This recognition reflects Daniel’s dedication, expertise, and commitment to serving clients and our local community with excellence. Following his recent honor as one of America’s Top CPAs for Valuations, this second Forbes recognition is another incredible achievement.

Daniel shared: “This award amplifies how wonderful the team at HeimLantz is and the power they provide to professionals like me.”

Congratulations, Daniel, on this well-deserved honor — and thank you for representing HeimLantz so well!

Read the full article here: https://www.heimlantz.com/daniel-t-russell-receives-second-forbes-honor-as-best-in-state-cpa/

Address

180 Admiral Cochrane Drive Suite 520
Annapolis, MD
21401

Telephone

+14108415575

Website

http://www.heimlantz.com/

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