HeimLantz, P.C.

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HeimLantz, P.C. Employees

Employee
Years
Job
Industry
Winston A.J D'Souza, CPA, CGMA Winston A.J D'Souza, CPA, CGMA Greater Detroit Area Details
Winston A.J D'Souza, CPA, CGMA's HeimLantz, P.C. Experience March 2013 - October 2013
Job Stakeholder Relations, Financial Planning & Analysis
Industry Hospital & Health Care
Experience
Blue Cross Blue Shield of Michigan  February 2014 - Present
HeimLantz, P.C.   March 2013 - October 2013
Capital Gazette Communications  November 2009 - February 2013
Rose Financial Services, LLC   April 2007 - December 2008
KPMG Safi Al-Mutawa & Partners   July 2006 - August 2006
Jordan & Jordan  June 2005 - August 2005

Skills
Financial Reporting, Financial Analysis, Quickbooks, Internal Controls, Excel, Account Reconciliation, Payroll, Peachtree, Microsoft Excel, QuickBooks, Financial Accounting, Accounts Receivable, GAAP, Accounts Payable, Accounting, Access, Microsoft Office, Budgets, Finance, Microsoft Word, General Ledger, CPA, US GAAP, Variance Analysis, Auditing, Tax Preparation, Tax Accounting, Fixed Assets, Tax Returns, SEC filings, Financial Statements, Corporate Tax, Income Tax, Tax, Great Plains Software, Revenue Recognition, Cost Accounting, Sarbanes-Oxley Act, Forensic Accounting, Accruals

Education
University of Northern Virginia   2008 — 2010
MBA, Accounting

American Institute of Certified Public Accountants   2009 — 2009
CPA Certification

Western Michigan University   2002 — 2006
BBA, Accounting, Finance

Devon Kelly Devon Kelly Annapolis, Maryland Details
Devon Kelly's HeimLantz, P.C. Experience August 2006 - August 2009
Job Interim Homes, Guest Services
Industry Hospitality
Experience
Interim Homes Inc.   September 2013 - Present
Maryland United Lacrosse Club   October 2009 - Present
McCabe Weisberg & Conway  April 2013 - September 2013
Gap Inc.  February 2013 - April 2013
Old Navy  October 2010 - February 2013
St. Mary’s High School Women's JV   February 2010 - May 2012
Crosse Over Lacrosse   May 2009 - May 2012
National Center for Missing and Exploited Children  February 2010 - April 2010
Delta Gamma Fraternity  November 2008 - February 2010
HeimLantz, P.C.   August 2006 - August 2009

Skills
Visual Merchandising, Merchandising, Store Management, Retail, Merchandise Planning, Loss Prevention, Window Displays, Store Operations, Retail Sales, Assortment, Planograms, Apparel, New Store Openings, Big Box, Driving Results, Fashion, Department Stores, Inventory Management, Training

Education
University of Maryland   2007 — 2010
B.A, Criminology & Criminal Justice; Social Sciences

University of Maryland College Park   2007 — 2010
Bachelor of Arts (B.A.), Criminology & Criminal Justice

Anne Arundel Community College   2006 — 2006

Thomas Lantz Thomas Lantz Washington D.C. Metro Area Details
Thomas Lantz's HeimLantz, P.C. Experience September 1977 - Present
Job CPA, CVA, ABV, CFF, CGMA
Industry Accounting
Experience
HeimLantz, P.C.   September 1977 - Present
Homes For America, Inc.   2012 - 2012
Melwood Training Center   May 1988 - June 2008
AICPA  October 1998 - October 2005
Maryland Association of CPAs  2000 - 2001
Moses-Ecco, Co., Inc.   May 1969 - September 1976
Ernst & Young  June 1966 - April 1969

Skills
Mergers & Acquisitions, Financial Audits, Auditing, Mergers, Financial Reporting, Accounting, Budgets, Valuation, Litigation Consulting, Forensic Accounting, Litigation Support, Business Valuation

Education
University of Maryland College Park   1963 — 1967
BS, Accounting

Jeanie Bidnick Jeanie Bidnick Baltimore, Maryland Area Details
Jeanie Bidnick's HeimLantz, P.C. Experience January 2007 - Present
Job Certified Public Accountant at HeimLantz, P.C.
Industry Accounting
Experience
Volunteer Center for Anne Arundel County   2011 - Present
HeimLantz, P.C.   January 2007 - Present
IRS  1970 - 1982

Education
Rockhurst University   1970 — 1972
BSBA, Accounting

Donnelly College   1968 — 1970
AA

Bishop Ward High School   1964 — 1968

Blessed Sacrament

Paul Abbou Paul Abbou Washington D.C. Metro Area Details
Paul Abbou's HeimLantz, P.C. Experience August 1999 - Present
Job CPA at HeimLantz, PC
Industry Accounting
Experience
HeimLantz, P.C.   August 1999 - Present

Education
George Mason University   1981 — 1986
BS, Accounting

Lindsay Margenthaler Lindsay Margenthaler Washington D.C. Metro Area Details
Lindsay Margenthaler's HeimLantz, P.C. Experience September 2006 - Present
Job Certified Public Accountant at HeimLantz, P.C.
Industry Accounting
Experience
HeimLantz, P.C.   September 2006 - Present

Skills
Income Tax, Corporate Tax, Tax Returns, Tax Preparation, QuickBooks, Tax, Financial Reporting, CPA, Auditing, Accounting, Tax Accounting, GAAP, Peachtree, Journal Entries

Education
University of Phoenix   2007 — 2009
Masters, Business Administration

State University of New York College at Brockport   2002 — 2006
Bachelors, Accounting

Gary Frank Gore, CPA Gary Frank Gore, CPA Washington D.C. Metro Area Details
Gary Frank Gore, CPA's HeimLantz, P.C. Experience October 2002 - December 2013
Job Certified Public Accountant
Industry Accounting
Experience
HeimLantz, P.C.   October 2002 - December 2013

Skills
Income Tax, Corporate Tax, Forensic Accounting, Internal Controls, Financial Reporting, Tax Preparation, Financial Accounting, Tax Returns, GAAP, Tax, Tax Accounting, Auditing, CPA, Accounting, QuickBooks, Peachtree

Education
University of Maryland University College   2004 — 2008
Master of Science, Accounting and Financial Management

Frostburg State University   1998 — 2002
Bachelor of Science, Accounting

La Plata High School

La Plata High School

La Plata High School

Diane Brewer Diane Brewer Baltimore, Maryland Area Details
Diane Brewer's HeimLantz, P.C. Experience January 2005 - Present
Job at HeimLantz, P.C.
Industry Accounting
Experience
HeimLantz, P.C.   January 2005 - Present
Pressman Ciocca Smith   September 1990 - January 2001

Education
Lehigh University   1982 — 1986
BS, Accounting

Frank F. Shafian, CPA Frank F. Shafian, CPA Washington D.C. Metro Area Details
Frank F. Shafian, CPA's HeimLantz, P.C. Experience August 2010 - August 2011
Job CEO/President at Shafian Tax & Accounting Services, PC
Industry Financial Services
Experience
Shafian Tax & Accounting Services, PC   December 2006 - Present
HeimLantz, P.C.   August 2010 - August 2011
Shafian Tax & Accounting Services, PC   December 2006 - August 2010
Kelley Drye & Warren LLP  October 2003 - February 2007
Arnold & Porter  April 2001 - September 2003
Birch, Stewart, Kolasch & Birch   September 1989 - April 2001

Skills
Financial Reporting, Auditing, Mergers, Risk Management, Strategic Planning, Financial Modeling, Non-profits, Financial Analysis, Accounting, Tax, Nonprofits, Small Business, Mergers & Acquisitions, Program Management

Education
Transylvania University   1977 — 1981
BBA, Business Administration/Accounting

University of Kentucky

Andrada Cornea Andrada Cornea Annapolis, Maryland Details
Andrada Cornea's HeimLantz, P.C. Experience September 2015 - Present
Job Staff accountant
Industry Accounting
Experience
HeimLantz, P.C.   September 2015 - Present
Department of Assessments and Taxation   June 2013 - September 2015
Bank of America  March 2012 - May 2013
Abercrombie and Fitch  July 2011 - December 2011
NASA Develop National Program  March 2011 - May 2011
The University of Virginia's College at Wise  August 2009 - May 2011
Napoleon Hill Foundation   August 2009 - May 2011

Skills
Customer Service, Team Leadership, Data Analysis, Training, Microsoft Excel, Research, PowerPoint, Team Building, Microsoft Office, Multilingual, Sales Operations, Banking, Analysis, Close Attention to..., Recruiting, Public Relations, Marketing, Real Estate, Sales Analysis, State Government, Financial Accounting, Tax Accounting, Cost Accounting, Management Accounting, Public Speaking, Leadership, Management

Education
Wilmington University   2013 — 2014
Master of Business Administration (M.B.A.) Summa cum laude

Anne Arundel Community College   2014 — 2015
Financial Accounting Certificate CPA, Accounting and Finance

The University of Virginia's College at Wise   2009 — 2011
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude

Gardner-Webb University   2008 — 2009
Bachelor of Science (B.S.), Business Administration, Magna cum laude

Loran Hicks Loran Hicks Canon City, Colorado Details
Loran Hicks's HeimLantz, P.C. Experience October 2006 - October 2007
Job Retired at Canon City,Colorado
Industry Accounting
Experience
Canon City,Colorado   October 2008 - Present
Murphy & Murphy, CPA, LLC   2006 - 2008
HeimLantz, P.C.   October 2006 - October 2007
Jackson Hewitt Income Service   January 2001 - May 2006

Skills
Tax Accounting, Tax, Income Tax, Management, Income Statement, Estate Tax Planning

Education
University of Maryland University College   2003 — 2004
Bachelor of Science, Accounting and Business Administration

College of Southern Maryland   2001 — 2003
Associate of Applied Science, Accounting

University of Phoenix   1996 — 1996
Associates of Arts, Electronics Technology

Kathie Sulick Kathie Sulick Baltimore, Maryland Area Details
Kathie Sulick's HeimLantz, P.C. Experience 2002 - Present
Job CPA/PFS at HeimLantz Financial Advisors
Industry Accounting
Experience
HeimLantz Financial Advisors   January 2002 - Present
HeimLantz, P.C.   2002 - Present
City of Annapolis  October 1988 - January 2002

Skills
Financial Planners, Strategic Financial..., CPA, Estate Planning, Retirement Planning, Personal Tax Planning, Cash Flow Forecasting

Education
University of Maryland University College   1986 — 1991
MS. Finance

Christopher Newport University   1978 — 1981
BS. Accounting, Accounting & Finance

Carter Heim, CPA.CFF.CGMA, MST Carter Heim, CPA.CFF.CGMA, MST Baltimore, Maryland Area Details
Carter Heim, CPA.CFF.CGMA, MST's HeimLantz, P.C. Experience July 1995 - Present
Job Leadership, business, & tax expertise to assist clients in charting the courses for their businesses and organizations.
Industry Accounting
Experience
Annapolis and Anne Arundel County Chamber of Commerce   January 2009 - Present
HeimLantz, P.C.   July 1995 - Present
HeimLantz, P.C.   July 1995 - Present
BankAnnapolis  June 2001 - April 2013
AICPA  October 2008 - October 2011
Anne Arundel Community College Foundation   July 2002 - June 2010
Anne Arundel Community College  June 2002 - June 2010
Rotary Club of Parole (Annapolis)   1990 - 2007
Heim & Associates, P.A.   July 1995 - January 2002
Maryland Association of CPAs  1999 - 2000

Skills
Estate Tax Planning, Strategic Planning, Business Planning, Tax Planning, Forensic Accounting, Government Contract..., Tax Law, Tax Compliance, Income Tax, Corporate Tax, S Corporations, LLC, Accounting, Tax, Auditing, Audit, Business Valuation, Tax Services, Quickbooks, Financial Analysis, Tax Preparation, Financial Reporting, Small Business, Financial Accounting, Internal Controls, Real Estate, Management Consulting, Tax Returns, Estate Planning, Business Strategy, Banking, Valuation, Healthcare, Financial Planners, QuickBooks, Public Speaking, Leadership, Due Diligence, Managerial Finance, Management, Tax Accounting, Finance, Strategy, Mergers & Acquisitions, Tax Research, GAAP, Cash Flow, Strategic Financial..., Financial Statements, Partnership Taxation

Education
University of Baltimore   1981 — 1984
Masters of Science, Taxation

University of Maryland - Robert H. Smith School of Business   1971 — 1975
Bachelor of Science, Accounting

Annemarie Heim, CPA Annemarie Heim, CPA Annapolis, Maryland Details
Annemarie Heim, CPA's HeimLantz, P.C. Experience October 2009 - Present
Job Manager at HeimLantz
Industry Accounting
Experience
HeimLantz, P.C.   October 2009 - Present
Ernst & Young  2007 - 2009
Ernst & Young  May 2006 - August 2006

Skills
Tax Reporting

Education
Elon University   2003 — 2007
BS, Accounting

Elon University - Martha and Spencer Love School of Business   2003 — 2007
BS, Accounting

Laura Prinslow Goodrich Laura Prinslow Goodrich Severna Park, Maryland Details
Laura Prinslow Goodrich's HeimLantz, P.C. Experience January 1996 - December 2011
Job Certified Public Accountant
Industry Accounting
Experience
HeimLantz, P.C.   January 1996 - December 2011

Education
Kansas State University
BS Accounting, Certified Public Accountant

Doreen Heim Doreen Heim Baltimore, Maryland Area Details
Doreen Heim's HeimLantz, P.C. Experience September 2003 - Present
Job EFile Specialist at HeimLantz, P.C.
Industry Accounting
Experience
HeimLantz, P.C.   September 2003 - Present
HeimLantz, P.C.   August 2003 - Present
Baltimore County Government  September 1974 - July 1985

Education
University of Maryland College Park   1970 — 1974
B.S., Zoology

Jan (Changjian) Chen Jan (Changjian) Chen Baltimore, Maryland Area Details
Jan (Changjian) Chen's HeimLantz, P.C. Experience December 2006 - Present
Job Senior Accountant at HeimLantz, P.C.
Industry Accounting
Experience
HeimLantz, P.C.   December 2006 - Present
Talis Management Group  February 2004 - July 2006

Skills
Revenue Recognition, Income Tax, Corporate Tax, Tax Preparation, Tax Returns, Accounting, QuickBooks, Financial Analysis, Tax, Tax Accounting, Fixed Assets

Education
Saint Mary's University   1999 — 2002
Bachelor of Commerce, Accounting

Ocean University of China
Bachelor of Art

Amy Wilkens Amy Wilkens Baltimore, Maryland Area Details
Amy Wilkens's HeimLantz, P.C. Experience August 1996 - Present
Job Manager at HeimLantz, P.C.
Industry Accounting
Experience
HeimLantz, P.C.   August 1996 - Present

Skills
Corporate Tax, Income Tax, Tax Preparation, Tax Returns, QuickBooks

Education
Loyola University Maryland   1992 — 1996
BA, Accounting

Tara Zwick Tara Zwick Washington D.C. Metro Area Details
Tara Zwick's HeimLantz, P.C. Experience October 2010 - October 2012
Job Financial Analyst at Exelis, Inc.
Industry Accounting
Experience
Exelis, Inc.   July 2014 - Present
Toal, Griffith & Associates, LLC   January 2013 - July 2014
HeimLantz, P.C.   October 2010 - October 2012
Mark O. Todd, CPA   March 2009 - October 2010
Boswell, Grimm & Warner, CPAs   December 2008 - October 2010
Schifferli & Martin   2007 - 2008

Skills
Tax, CPA, Corporate Tax, Tax Preparation, Income Tax, Tax Returns, QuickBooks, Internal Controls, Financial Reporting, Tax Accounting, Accounting

Education
University of Central Florida - College of Business Administration   1992 — 1994
BSBA, Accounting

David Beall David Beall Baltimore, Maryland Area Details
David Beall's HeimLantz, P.C. Experience October 1989 - January 1998
Job Controller at Software Consortium
Industry Information Technology and Services
Experience
Software Consortium  2011 - Present
Secure Mission Solutions  2007 - 2011
SAIC  August 2006 - October 2007
Applied Ordnance Technology  1998 - 2006
HeimLantz, P.C.   October 1989 - January 1998

Education
Bowie State University   1985 — 1987
BS, Accounting

Salisbury State University   1983 — 1984
Accounting