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On May 14, 2026, the HeimLantz team partnered with Pinnacle Financial Partners, Mackenzie Commercial, and DARS Law to host an unforgettable client and networking event at Pintail Point on Maryland’s beautiful Eastern Shore.

Set along the scenic Wye River, the event combined a classic Eastern Shore atmosphere with meaningful relationship-building opportunities, bringing together clients, colleagues, and business owners for an afternoon of connection and camaraderie.

Guests enjoyed a variety of activities throughout the day, including clay shooting, waterfront cocktails, and a seafood feast featuring local Eastern Shore favorites. The relaxed setting was the perfect environment for networking, collaboration, and strengthening both personal and professional relationships.

The event reflected the shared commitment of all four organizations to building strong community partnerships and creating opportunities for clients and colleagues to connect outside of the traditional business setting.

HeimLantz would like to extend a special thank you to Pinnacle Financial Partners, Mackenzie Commercial, and DARS Law for their partnership and collaboration in making the event such a success. We are grateful to everyone who attended and helped create such a memorable day at Pintail Point and we look forward to continuing to build these relationships and hosting more events in the future.

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HeimLantz CPAs & Advisors is proud to announce that Daniel T. Russell, Director of Business Development, has been highlighted as a Best-in-State CPA for Maryland by Forbes.

Forbes’ Best-in-State CPAs are selected by the editorial team from thousands of candidates identified through nominations, professional associations, and independent research. Honorees are evaluated against a rigorous set of criteria including expertise, innovation, thought leadership, experience, and contributions to both their communities and the accounting profession.

The resulting list curates a group of trusted advisors who play a critical role in supporting businesses, nonprofits, government entities, and entrepreneurs, helping ensure financial clarity and accountability at every level.

“This award amplifies how wonderful the team at HeimLantz is and the power they provide to professionals like me. Without my colleagues, I would not have the opportunity to receive this honor. I am happy to represent such a skilled group of advisors that make up the firm at HeimLantz and I’m excited for all of the future success we’ll bring to each other, our clients, and the community at large.”
–Daniel T. Russell, CPA, CVA

Following close on the heels of his recognition by Forbes as one of America’s Top CPAs for Valuations, this honor reflects both Daniel’s and HeimLantz’s commitment to providing outstanding CPA services to our local Maryland community.

Read the full list and view Daniel’s spotlight on Forbes.com.

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Recent IRS guidance on the transition to electronic federal payments has been changed.

Overview of Changes

Executive Order 14247, Modernizing Payments To and From America’s Bank Account (View Federal Register Notice, March 28, 2025), directed the U.S. Department of the Treasury and IRS to transition toward primarily electronic payments, including both payments from the government (such as tax refunds, benefits, grants, and vendor payments) and payments to the government (such as taxes due, fees, and penalties). Electronic payments are generally faster, more secure, and reduce processing costs and errors compared to paper checks. While the original guidance indicated a quicker rollout, the IRS has since delayed full implementation, with mandatory electronic payments and refunds now expected in 2027, giving taxpayers and organizations additional time to prepare. This change does not impact how 2025 tax returns are filed.

Recommended Next Steps

Although paper payments are still accepted, you can begin preparing now for the upcoming Executive Order set to go into effect by following the steps below:

• Use direct deposit for tax refunds to receive funds more quickly and securely.
  • Review your banking information to ensure accuracy.
• Make tax payments electronically using IRS Direct Pay or bank debit options.
• Consider a separate account dedicated to tax payments and refunds for added privacy.
• Obtain an IP PIN to protect against identity theft and fraudulent filings. Follow this link to learn how to obtain an IP PIN.
• Create an IRS Online Account to monitor balances, payments, and tax records. Learn how to set up an IRS account here.
  • You may also grant your HeimLantz advisor access to your IRS account (if no Power of Attorney is on file), allowing us to better assist you.

Sharing financial information with the IRS may raise concerns, at HeimLantz our goal is to help you navigate these changes while protecting your personal information.

HeimLantz will continue to monitor developments and provide our clients with updates as additional guidance is released.

As always, please feel free to contact us at 410-841-5575 if you have any questions.

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HeimLantz CPAs and Advisors is proud to announce that Daniel T. Russell, Director of Business Development, has been named one of America’s Top CPAs for Valuations by Forbes.

This prestigious list recognizes leading professionals across the country who demonstrate exceptional expertise in valuation, mergers and acquisitions, and strategic financial guidance. Daniel’s inclusion on the 2025 list reflects his technical mastery, leadership within the HeimLantz advisory practice, and the trust he has earned from clients navigating complex financial landscapes.

“I am honored and humbled to be included on this impressive list of CPAs in the valuation industry. This is also a testament to the power of HeimLantz’s purpose of Making Lives Better through our advisory services. Without this purpose and our team living it out every day, this recognition and the positive impact we create for our clients would not be possible.”
— Daniel Russell, Director of Business Development

As a seasoned advisor and team leader, Daniel helps business owners and investors plan confidently for the future bridging the technical rigor of valuation with the human side of decision-making. His recognition underscores the broader HeimLantz commitment to excellence in advisory services and to fostering a culture where professional insight and genuine partnership go hand in hand.

To view Daniel’s profile on Forbes, visit: https://www.forbes.com/lists/top-cpas-for-valuations/

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After a remarkable 40-year career in the accounting industry, HeimLantz Partner and CPA Mary Ann Murray retired on September 20, 2024. Mary Ann spent the last years of her career as a key member of the HeimLantz team, and though we’ll miss her invaluable contributions to our team, we’re thrilled to wish her the best in this new chapter in her life.

Mary Ann earned her B.A. in Accounting from Robert Morris University in 1979. Following a key role at Murray, Wamsley & Schrader, LLC, she joined HeimLantz in 2019 as part of our merger with MWS. Since then, Mary Ann has been an integral member of the HeimLantz team, offering invaluable leadership as a partner and delivering expert tax and audit services to businesses, nonprofits, and government contractors.

Mary Ann’s impact on the industry and her unwavering dedication to making lives better are hallmarks of her professional career. “Mary Ann Murray has been a true pillar of our profession for over 35 years,” said CEO, Tommy Lantz “Her genuine care for her clients, her passion for the community, and her dedication to doing things the right way has made a lasting impact on everyone she’s worked with. As she steps into retirement, we honor not just her incredible career, but the warmth and heart she brought to every relationship. Mary Ann, you will be truly missed, and we wish you all the best in this next chapter of life.”

Committed to her community as much as her career, Mary Ann has participated in several professional and volunteer organizations including the American Institute of Certified Public Accountants (AICPA), Maryland Association of Certified Public Accountants (MACPA), and Rotary Club of Lexington Park, Maryland.

Mary Ann has been a valued friend and colleague to all on the team, consistently going above and beyond for both coworkers and clients. “I have worked with Mary Ann for over 36 years,” says colleague Jenny Wamsley. “Her diligence and commitment to her teammates, clients, and delivery of quality services is the foundation of her success. On a personal level, Mary Ann is a kindhearted, generous individual who gives unselfishly to her family, friends, and her community.”

HeimLantz would like to take this moment to recognize the extraordinary impact Mary Ann has made during her time with us. Please join us in extending warm best wishes to Mary Ann and her family as she enters a new chapter in her life.

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The Maryland Association of CPAs (MACPA) has announced its 2024 Women to Watch Awards nominees, to be presented at a ceremony on September 26, 2024. MACPA will recognize winners in two categories, Emerging Leaders and Experienced Leaders. HeimLantz is proud to announce that Senior Manager Annemarie Heim has been nominated as one of the honorees.

The awards recognize emerging leaders “who…contribute to the profession through service and implementation of impactful initiatives” and experienced leaders “who have established their roles as leaders in their organizations by advancing to the highest levels of management or ownership, and by mentoring those following in their footsteps.” During her fifteen years at HeimLantz, Annemarie has proven herself to be a leader not only to the teams she leads but also to the clients she serves.

Annemarie specializes in business tax with a focus on real estate and professional services. She believes that building strong personal relationships with clients brings value above and beyond the professional services HeimLantz provides. By understanding, meeting, and exceeding clients’ needs, Annemarie contributes to HeimLantz’s goal of making lives better.

Annemarie is an active participant in the accounting community through her memberships in the American Institute of Certified Public Accountants and the Maryland Association of CPAs. She is also the Treasurer for the Piney Orchard Community Association in Odenton, MD and an assistant Den Leader for the Cub Scouts.

We at HeimLantz celebrate Annemarie’s achievements over the years, and we look forward to supporting her at the awards ceremony.

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Accounting Today has announced their list of the top ten accounting and financial companies awarded recognition for 2024 Best Firms for Technology. HeimLantz is pleased to announce they have received the honor, acknowledging their efforts in utilizing technology to enhance services and streamline operations.

HeimLantz CEO Tommy Lantz said “In today’s rapidly evolving landscape, embracing technology is not just beneficial – it is essential. Our clients seek tech-forward solutions, and by integrating effective and secure use of technology into our processes, we meet and exceed their expectations. From cloud-based applications to innovative software solutions, our technological initiatives have transformed how we operate, enabling us to provide more efficient and effective services.”

Technology has been in use at HeimLantz for years to improve the customer experience and implement secure, easy-access solutions. Secure and convenient ways to exchange sensitive information is critical to our clients. Behind the scenes, technology is used to keep up with the latest financial information, streamline planning, and improve strategy.

Accounting Today magazine has previously recognized HeimLantz as one of the Best Accounting Firms To Work For. The publication is a leading information resource and monthly magazine for public accountants and financial professionals.

With its popularity on a steep rise, artificial intelligence is one of the many advances under review as the company gives careful consideration to data security and client confidentiality. AI is a hard trend, and it will be a part of the strategy moving forward, but it will integrate in an intentional and secure manner.

HeimLantz continues to focus on delivering peace of mind by thinking and engaging like a strategic partner. The efficient and secure use of technology is paramount to that focus.

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