Helms Tax Strategy & CPA

Don’t Let Your Success
Go to the IRS

Get the Partnership & Guidance Your Business  Deserves

Business Tax Returns & Aggressive Tax Planning

Monthly Bookkeeping Services & CFO Level Accounting

Strategic Business & Wealth Guidance

Helms Tax Strategy & CPA

Discover If You're Overpaying Taxes

Helms Tax Strategy & CPA

Meet Our Team

We've built a team of people dedicated to delivering the kind of customer service & pro-active guidance they would hope to have.

Amee Smith
Accountant
Darby Sanders
Accountant
Zaiba Krynicki
Office Admin
Rhea Redaza
Accountant
Hope Helms
CEO & Business Transformation Advisor
Caleb Helms, CPA
Partner & Tax Strategist

Improve Profitability & Scalability

The Executive Level Team You Need Without Hiring
In-House



Your business & family deserve a strategic partnership that helps you fuel profit & growth, rather than lose ground to taxes. We pro-actively engage to deliver tax savings and growth.


stay focused & scale

Most small businesses can't afford the caliber of CPA & CFO they deserve. We'll come alongside your business and adapt to meet your evolving needs.

Avoid Problems with the IRS

With CPA services that adhere to the highest standards, we focus on accuracy and efficiency in your tax preparation and strategy.

Reach Your Goals

Make the journey towards your business objectives smooth and attainable. Reach your goals seamlessly with our support.

CPA & Tax Strategy for High Performing Small Businesses.

Have you outgrown your CPA but want a personalized partnership?
Helms Tax Strategy will ensure you’re not overpaying the IRS and that your business is equipped to thrive.

Here's how we can help you:

TAX STRATEGY AND CONSULTING

Holistic review of the tax code and overall business to maximize deductions and returns.

BUSINESS & Personal TAXES

Prepare and file your business and personal tax returns.

ACCOUNTING & BOOKKEEPING

Manage payables, receivables and make sure everything adds up correctly.

PAYROLL

Manage payroll in a timely and accurate manner.

Business TRAnsFORMATION SERVICES

Streamline how your numbers flow in your business processes from how you receive work orders to invoicing, accounts receivable, streamline accounting, and much more with automation in mind.

CFO Services

Monitor the bottom line, watch for trends and make recommendations based on market changes.

Our Five-Step Process

Taxes and accounting are complicated enough. Our process isn’t. It’s simple, straightforward and keeps all of us on track. These steps keep us moving forward and making progress.

Discover

We get to know you, your business, and your unique needs.

Evaluate

We assess your current tax and financial situation to spot areas for improvement.

Advise

We recommendprovide custom strategies for tax savings and efficient bookkeeping.

Execute

We work with you to put tax strategies and financial plans into action.

Align

We'll ensure your financial decisions keep you on track towards your business goals.