SIMPLE
FINANCIAL
SOLUTIONS

Heintz and Clark make your tax life easier

We deliver strategic advisory and accounting services with such clarity and warmth that they feel like magic. The result? Our clients’ lives are easier, simpler, and far less stressful. 

For businesses, investors, and expats

Welcome to Heintz + Clark, a small firm that packs a big punch. 

We built this company knowing that our clients work hard and deserve the absolute best business, financial, and tax advice. To serve them as seamlessly as possible, we focus on  up-leveling our clients’ fiscal knowledge and offering them tailor-made advisory services. We partner with people to help them reach their goals.

Our team is experienced, flexible, knowledgeable, and friendly. 

Our goal is to make untangling your financial needs truly painless.

Our aim is to build long-term trust by providing creative solutions to your most complex fiscal problems.

Who We Help

We help people seeking ongoing strategic advice and proactive planning throughout the year. We work especially well with business owners, real estate investors, and expats.

Heintz and Clark helps small businesses

Business Owners

Real Estate Investors

Expats

During our first meeting it struck me how amazingly sharp and caring Steve is as he asked my questions, listened–I mean REALLY LISTENED–and came up with multiple options and solutions I’d never thought of, heard about, or considered.

-Anne Morehouse, Local Ties, Medina MN

How We
Can Help

  • We believe the best way to help businesses is to understand their goals, inside and out. Our advisory services typically include between 2 and 5 intensive sessions where we develop a customized tax and accounting strategy to meet your company’s unique needs.

    • Business advising/planning

    • Business best practice

    • Income strategies

    • Tax efficiency analysis

    • Real estate investing

    • Fringe benefit planning

    • Growing revenue

    • Cutting costs

    • Identifying and addressing cash flow issues

    • Changes in ownership

    • Restructuring

    • Acquisitions

    • Business/geographic expansion

    Learn more about financial advisory

  • Work with us on tax planning, and we’ll proactively analyze your finances to ensure minimum liability and maximum efficiency. We’ll leverage our depth and breadth of experience to prevent mistakes or oversights that could cause snarl-ups in the future.

    • Projection of tax owed

    • Preparation of all tax forms

    • Suggestions and strategies

    • Timing of income and purchases

    • Planning for expenditures

    Learn more about tax preparation

  • Without a trustworthy and qualified accountant, many businesses flail. Hire Heintz + Clark to handle your accounting needs, and you can rest easy knowing you’re in good hands.

    • QuickBooks

    • Profit & loss

    • Balance sheets

    • Income statements

    • Depreciation/ amortization schedule

    • Cash-flow statements

    • Loan/lease maintenance

    • Fixed asset management

    Our skilled and enthusiastic team of brilliant bookkeepers are well-versed in the accounting rules for businesses. We also understand the types of information banks look for, and we can help ensure you present this information clearly and completely.

    • Monthly reporting

    • Sales tax

    • Bank reconciliation

    • Accounts payable

    • Billing and accounts receivable

    Learn more about bookkeeping and accounting

  • Many business owners take payroll for granted. Payroll has the most filings and payments required by law, and is actually quite complicated. Regardless of organizational size, industry, or complexity, our payroll pros will keep your data organized and safe by using state-of-the-art cloud-security solutions. All we need is some basic information, and we can take payroll processing off your plate.

    • Filing payroll taxes

    • Paying employees via direct deposit or check

    • Paystubs for employees

    • Compiling quarterly and year-end reports

    • W3 & W2 prep

    • 1096 & 1099 prep

    • Sales and use tax filing

    Learn more about payroll

  • Our team will provide a detailed report showing which methodologies and valuations were used, then provide tax advice based on your specific situation. And unlike traditional cost segregation studies, we will continue to depreciate the building as repairs and remodels are undertaken in future years.

    • Examine each element of a property

    • Split them into different categories

    • Calculate accelerated depreciation timelines

    • Provide tax advice on your situation

    Learn more about cost segregation

Not sure where to start?

Let’s talk through it and we’ll help you.