Business Details
42 Years
experience
Your Trusted CPA in Walnut Creek, CA
Henry V. Lantzy CPA has been serving Walnut Creek and surrounding communities since 1984, providing expert accounting and financial planning services. Our founder, Henry Lantzy, combines over 35 years of practical experience with academic excellence, holding a Master of Science in Mathematics from California State University, East Bay. We specialize in tax preparation, retirement planning, and small business accounting for affluent taxpayers and local enterprises. Our practice extends to health insurance brokerage, offering individual and small group plans from major providers like Blue Cross and Aetna. With a commitment to lifelong learning, our team maintains deep expertise in evolving tax regulations and financial strategies.We serve clients across Contra Costa County, including Orinda, Moraga, Lafayette, and San Ramon. Our dual focus on accounting excellence and personalized service has earned us long-term client relationships spanning decades. As a licensed California CPA, we adhere to strict professional standards and ethical practices. Our convenient Walnut Creek location ensures accessibility for local businesses and residents alike. This combination of experience, credentials, and community focus makes us a trusted partner for comprehensive financial solutions.
Services
Tax Preparation
Tax Planning
Retirement Planning
Small Business Accounting
Health Insurance Brokerage
Details
- Year established: 1984
Highlights and features
- We offer over 35 years of CPA experience in tax and retirement planning
- Our team holds advanced mathematical and financial planning credentials
- We provide independent health insurance brokerage services
- We serve diverse communities across Contra Costa County
- Our practice combines academic excellence with practical experience
Associations and certifications
- California Board of Accountancy
Services
Tax Preparation
We provide comprehensive tax preparation for individuals, trusts, estates, partnerships, corporations, and LLCs. Our expertise covers complex tax situations for affluent taxpayers. Our team stays current with evolving tax regulations to ensure accurate filings.
Retirement Planning
Our retirement planning services help clients maximize savings and minimize tax liabilities. We create customized strategies for long-term financial security. This includes analyzing investment portfolios and optimizing retirement account distributions.
Small Business Accounting
We offer specialized accounting solutions for small businesses, including bookkeeping, payroll processing, and financial reporting. Our services help businesses maintain compliance and make informed financial decisions. We support various business structures from sole proprietorships to corporations.
Health Insurance Brokerage
We provide independent health insurance brokerage services for individual and small group plans. Our offerings include Medicare supplements and Advantage plans. We represent major providers like Blue Cross, Aetna, and Kaiser Permanente to find optimal coverage solutions.
Tax Planning
Our proactive tax planning helps clients reduce liabilities through strategic financial moves. We analyze current situations to implement tax-efficient strategies. This includes year-round planning to optimize tax outcomes for individuals and businesses.
People
Henry V. Lantzy
Certified Public Accountant
Henry Lantzy is a licensed CPA with over 35 years of experience in tax and retirement planning. He holds a Master of Science in Mathematics from California State University, East Bay. He combines academic expertise with practical financial planning experience.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial reporting, and tax compliance services for small businesses across various industries.
Do you specialize in tax planning for high-income individuals?
Yes, we specialize in complex tax situations for affluent taxpayers, focusing on minimizing liabilities through strategic planning.
What health insurance options are available through your firm?
We offer individual and small group plans including Medicare supplements, Advantage plans, and Medigap policies from major providers.
What areas do you serve besides Walnut Creek?
We serve all Contra Costa County communities including Pleasant Hill, Orinda, Moraga, Lafayette, and San Ramon.
