ABOUT US

Custom Advisory, Better Business Health

Say goodbye to generic, one-size-fits-all advice.
We've developed a team culture that delivers excellent outcomes with a nuanced approach.

Get the Tax Expertise You Deserve

The Tax Code is Complicated
and Ever-Changing

That’s why you need a team of tax professionals who are committed to staying current on trends, rules and regulations so that your finances are tax-compliant. Every dollar that can be saved in taxes is a dollar that can be redirected to support you and your business in other ways.

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

Helms Tax Strategy | Our values

Driving Financial Success Through Excellence & Integrity

Setting the industry standard for integrity, excellence, and personalized service in the field of tax strategy and business financials.

Unwavering Integrity

When you entrust us with your financial journey, you can be confident that you're getting the highest standards of service, advice, and stewardship, every step of the way.

Relationship-Driven Focus

Whether we're helping you navigate tax season or crafting long-term financial strategies, we're guided by a principle of care that puts you at the forefront.

Financial Literacy First

Our team guides you through every tax and financial milestone, giving you the tools and insights you need to turn your finances into a resource that serves you, not a burden that stresses you.

our vision

We Exist to Amplify the Success of Small Business Owners & Empower Them to Build Greater Momentum.

Our team

Introduce the team

A common concern a visitor experiences is how well will the product or service be supported. Introducing the team eases fears while showing confidence.

Amee Smith
Accountant
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Darby Sanders
Accountant
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Darby has experience in business accounting, AR and business operations. Outside of the office, she enjoys camping and nature. She expresses her creativity through crafting and has an Instagram channel devoted to her projects. She also offers mobile paint parties as a side gig.

Zaiba Krynicki
Office Admin
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Joli Phillips
Office Receptionist
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Joshua has experience in various roles in and outside of the financial industry where building relationships based on trust and consistency was the main way of doing business. He also excels at leading teams––through collaboration and innovation––to reach higher standards of service and improving the overall experience of those involved: especially the clients. Joshua's hobbies include smoking brisket to enjoy with his friends and family.

Hope Helms
CEO & Business Transformation Advisor
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Throughout her primary career as a creative entrepreneur, she has built several businesses from the ground up and loves all things related to business strategy, client care, and growth.Hope is a visionary who is passionate about finding ways to improve client experience and communication, and developing the firm services and experience to align with company values. She is currently working to develop systems that will serve the firm as it grows through the integration of William T. Robinson, CPA with Helms Tax Strategy, PLLC. Hope is also a fine artist who loves to create beauty and live creatively. She currently owns and operates an art studio in Fort Worth where she strives to inspire others see to beauty in everyday circumstances through the art she produces. In addition to her art, she is the devoted mother of four children and loves spending time together with her family, working in her garden, and reading.

Caleb Helms, CPA
Partner & Tax Strategist
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Caleb Helms, along with his wife Hope, are the owners of Helms Tax Strategy. Caleb is a licensed CPA with more than 13 years experience as a tax accountant. He has navigated client tax and accounting issues specific to real estate, construction, and oil and gas industries, to name a few. He has expertise doing tax analyst work for corporations worldwide. Caleb is passionate about sharing his business and tax knowledge with entrepreneurs to add value to their growing endeavors and free them to focus more on their life values and business.A third generation Texan, Caleb has lived all his life in Fort Worth other than when he attended college at Union University in Jackson, TN. Caleb is an entrepreneur who is passionate about sharing his business and tax knowledge with like-minded business owners to add value to their growing endeavors. Caleb also enjoys spending time with his wife and four kids in his off time and getting out in nature hiking or running.

Our Client Commitment

When you work with us, we want you to know up-front how we strive to do business with our clients. We believe that doing business in this manner leads to better results and long-lasting, meaningful relationships.

Listen Intently

We are here to serve first and foremost. That always starts with listening to the client and understanding their situation, needs and goals.

communicate clearly

We translate complex terminology into everyday terms to increase understanding.

SIMPLIFY AND STREAMLINE

We strive to reduce the overwhelming feelings of never-ending paperwork and deadlines to improve efficiency.

precision in practice

Proper tax and accounting services depend on accuracy and timeliness. We are on top of the details and the deadlines.

INSPIRE WITH AN ATTITUDE OF ABUNDANCE

We approach our work from a positive point of view and look for growth opportunities for our clients.

Real People, Real Results.

What Our Clients Have to Say.

Discover how we've helped businesses and individuals just like you achieve their financial goals effortlessly.

This is a short quote of the review that you should probably look at.

Rob Satrom

Owner, Feedbackwrench

FAQs

Curious about our services? Our FAQ section might just have the answer.

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More Questions? No Problem.

If our FAQ doesn't cover it, get in touch for personalized answers to your unique questions.

Our Client Commitment

When you work with us, we want you to know up-front how we strive to do business with our clients. We believe that doing business in this manner leads to better results and long-lasting, meaningful relationships.

LISTEN INTENTLY

We are here to serve first and foremost. That always starts with listening to the client and understanding their situation, needs and goals.

COMMUNICATE CLEARLY

We translate complex terminology into everyday terms to increase understanding.

SIMPLIFY & STREAMLINE

We strive to reduce the overwhelming feelings of never-ending paperwork and deadlines to improve efficiency.

PROVIDE ACCURATE & TIMELY SERVICES

Proper tax and accounting services depend on accuracy and timeliness. We are on top of the details and the deadlines.

INSPIRE WITH AN ATTITUDE OF ABUNDANCE

We approach our work from a positive point of view and look for growth opportunities for our clients.

Dedicated to Your Goals. Devoted to Your Success.

Fortify Your Business for Financial Strength.

Concentrate on your business growth while we handle the tax complexities and financials. Our goal is to partner with you to improve the health of your business and cultivate your peace of mind.