Henry Lantzy CPA

Our History and Experience

Henry V. Lantzy CPA is a reputable accounting firm that has been serving the Walnut Creek and surrounding communities for over three decades. With a rich history of providing expert accounting services, our firm is committed to delivering exceptional results and personalized attention to each of our clients. Our founder, Henry V. Lantzy, is a certified public accountant with over 35 years of experience in the industry. Having graduated from Michigan State University with a Bachelor of Arts in Business, Lantzy has been licensed to practice as a certified public accountant in the State of California since 1984.

Our Services

At Henry V. Lantzy CPA, we understand the importance of tailored accounting solutions that meet the unique needs of our clients. Our services include:

Tax Preparation and Planning

We offer comprehensive tax preparation and planning services for individuals, trusts, estates, partnerships, corporations, and limited liability companies. Our tax preparation services are designed to ensure that our clients comply with tax laws and regulations while minimizing their tax liability.

Retirement Planning

Our firm specializes in retirement planning, helping affluent taxpayers create a secure financial future. With years of experience in the industry, we can help you make informed decisions about your retirement savings and investments.

Accounting for Small Businesses

We provide accounting services specifically designed for small businesses, including financial statement preparation, budgeting, and financial planning. Our knowledgeable team will work closely with you to understand your business needs and develop customized accounting solutions to meet your financial goals.

Health Insurance and Medicare Advantage

In addition to our core accounting services, we also offer individual and small group health insurance plans, as well as Medicare Supplement, Medicare Advantage, and Medigap policies. As an independent broker, we represent various insurance providers, including Blue Cross, Blue Shield, Aetna, Health Net, and Kaiser Permanente.

Our Commitment

At Henry V. Lantzy CPA, we are committed to providing exceptional service, expertise, and personalized attention to each of our clients. We pride ourselves on building long-term relationships with our clients, understanding their unique needs, and delivering tailored solutions that meet their financial goals. Contact us today to learn more about our services and how we can help you achieve your financial objectives.