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!
One of our foundational Core Values is centered on relationships. We believe in creating strong relationships with our clients based upon mutual honesty and integrity. Further, our team is committed to understanding your needs and working toward your goals as if they were our own. We measure our value through the success of our clients.
Most people don’t think of CPAs as innovators but innovation is another Core Value that our HeimLantz team lives by. The pace with which our world is changing today means that what we did yesterday might not be sufficient tomorrow. So our team is committed to thinking outside the box, seeing new possibilities, and looking for hidden opportunities. Are you looking for a little innovation from your business advisors?
Helen Keller once said, “Alone we can do so little; Together we can do so much.” At HeimLantz, collaboration is one of our Core Values because we believe in this principle. We combine strength and wisdom because we know that we’re going to get the best results through true synergy. But it’s not just our team members that collaborate…We believe in collaboration with our clients and the other advisors we serve. We’re ready to collaborate with you!
We strive to create a different experience and environment for our clients and our team members, a culture that lives and breathes our Purpose and Core Values. It’s this culture that allows us to develop relationships, not business transactions.
Meet Our Team
Some of the impact of the Tax Cuts & Jobs Act will be felt later than January 1. Provided by Sheri Winegardner, CFP®, CPWA® President Donald Trump signed the Tax Cuts & Jobs Act into law on December 22, and on January 1, some key details of the Internal Revenue Code will abruptly change.1 There […]
Even with less itemizing, there are still tax documents you want to retain for years to come. Provided by Sheri Winegardner, CFP®, CPWA® Fewer taxpayers are itemizing in the wake of federal tax reforms. You may be one of them, and you may be wondering how many receipts, forms, and records you need to […]
HeimLantz, CPAs and Advisors, a local public accounting and business advisory firm, is pleased to announce that on November 11th, the firm’s Wealth Management team attended the 2018 National Conference, hosted by 1st Global. This year, the National Conference was held in Louisville, Kentucky. The HeimLantz group participated in various activities throughout the weekend, including […]
Local CPA and accounting firm, HeimLantz CPAs and Advisors is pleased to welcome, Chi Guerrero to the Wealth Management team. Chi joins the firm as a new assistant and will be a resource for the firm’s team of wealth management advisors. “I’d like to extend a warm welcome to Chi,” says Kathie Sulick, CPA, and […]