Helms Tax Strategy & CPA

Don’t Let Your Success
Go to the IRS

Get the Partnership & Guidance Your Business  Deserves

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.

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.

Focused Expertise in Key Industries

Get Highly Specialized Service & Guidance

From healthcare to construction, our tax and accounting solutions are tailored for specialized industries.

Trust us to know your sector inside and out. Focus on your business while we handle all of the accounting, bookkeeping, and taxes; while doing everything possible throughout the year to mitigate your 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
Joli Phillips
Office Receptionist
Hope Helms
CEO & Business Transformation Advisor
Caleb Helms, CPA
Partner & Tax Strategist

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.

Great People Serving You

Are you getting the tax planning your business & family deserves?

You'll love the service, attention to detail, and pro-active guidance our amazing team provides.

CPA Near Dallas-Fort Worth

Don't fall prey to a punitive tax code because you lack an intentional tax strategy.

Book a consultation and we'll analyze your tax return and come to you with a plan to mitigate your taxes.

What's Included in Our Service:

Initial Financial Clean-Up & Setup

Strategic Tax Planning & Analysis

Comprehensive Monthly Bookkeeping

Seamless Payroll & Tax Payments

Performance Reporting & Dashboards

Year-End Financial & Tax Readiness

Continuous Wealth & Risk Management

Helms Tax Strategy - CPA Near Dallas Fort Worth

Are You Outgrowing Your Accountant And Want Personalized CPA Guidance?

We partner with business owners to deploy their excess profits & cash to fuel their growth & wealth, rather than the IRS.

Helms Tax Strategy | Blog

Your Source for
Honest Accounting Advice

Real Financial Tips for Real Businesses.

Top 7 Tax Strategies Every DFW Entrepreneur Needs to Know
Explore these top tax strategies tailored for DFW entrepreneurs. Discover how to maximize savings, benefit from local incentives, and empower your business growth with Helms Tax Strategy.
The Ultimate 6-Step Guide to Business Continuation Planning
Master the essentials of business continuation with our 6-step guide. Ensure your enterprise's legacy with Helms Tax Strategy's expert insights and strategies.