Certified Public Accountants near Southlake Texas

Certified Public Accountants for High Performing Small Businesses

Create an intentional future for taxes, wealth & growth.

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.

Certified Public Accountants near Southlake Texas

Don't Let Your Success Go to the IRS

Get the CPA & Financial Leadership Your Business Needs.

Most businesses hit plateaus & overpay in tax because they lack a competent financial department & CFO.  We provide accounting, CPA & advisory services to help you build a more scalable & profitable business.

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

Take Control & Build Tax-Efficient Wealth

Avoid Tax Pitfalls & Fuel Profitable Growth

Our team will engage with you every month to ensure you do everything possible to fuel growth & wealth, rather than paying unnecessary taxes.

Get an Outsourced Team & Partnership

You Deserve More Than the Typical CPA Firm

Most successful businesses end up neglected & overlooked by their mid-sized, regional CPA firm. We provide a boutique, highly-engaged CPA partnership service that will unlock your true potential without hiring more staff.

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.

Get a Strategic Growth & Profitability Partner

Complete Your Executive Team Without Hiring

We're more than just a CPA near Southlake, we'll partner to pursue your best interests beyond just the numbers.

FAQs

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