MAKING LIVES BETTER
Tax-Focused, comprehensive planning for a better financial future.
More Than 50 Years Combined Experience Serving Businesses
Comprehensive Financial Planning
Comprehensive financial planning to help you reach your goals.READ MORE
Planning for the unknown to mitigate risks associated with poor coverage.READ MORE
Tax-Centric Investment Planning
Tax-centric investment planning strategies aimed to grow your portfolio.READ MORE
HeimLantz is proud to be a
Best Accounting Firm to Work For!
Making Lives Better doesn’t just apply to our clients - it also applies to our employees. We take pride in each of our team members. In fact, we were recently recognized as one of the Best Accounting Firms to Work for by Accounting Today and we’ve also made Accounting Today’s Best Firms for Women list.
HAPPY AND CARING PEOPLE MAKE US BETTER
Meet Our Team
When you’re passionate about your Purpose, about helping each client reach their financial goals
and Making Lives Better, it shines through in everything you do.
At HeimLantz, our whole team lives our Purpose and Core Values with passion.
They have committed the firm’s Core Values to memory- Just ask them!
HeimLantz is pleased to announce that Chi Guerrero CFP®, RMA®, CIMA® has been promoted to the role of Wealth Management Advisor. Chi joined the firm in...
HeimLantz is pleased to announce that effective May 1, 2022, Sheri Mergenthaler, CFP®, CPWA®, CDFA® has been admitted to equity ownership of the firm. Mergenthaler has...
HeimLantz CPAs and Advisors is pleased to announce that Sheri Mergenthaler, CFP®, CPWA®, CDFA® has been promoted to Director of Wealth Management. Mergenthaler joined the...