Tax Strategist & Tax Planning Near Dallas Forth-Worth

Don't Let Your Hard Work Go to the IRS

Get Aggressive, Pro-Active Tax Reduction Planning Throughout the Year

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.

Tax Strategist & Tax Planning Near Dallas Forth-Worth

Get Near-Term & Long-Term Tax Mitigation

Keep Your Hard Earned Profits

Never overpay in tax again. We help business owners do everything possible to reduce their taxes & build tax efficient wealth.

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

Fuel Growth, Not the IRS

Strategically Deploy Your Resources for Growth

We partner with businesses to help them deploy their profits to fuel growth & wealth, rather than falling prey to the punitive IRS code.

Take Control of Your Taxes

Never Overpay Again

We'll ensure you identify & implement every tax mitigation strategy possible to reduce near-term, and long-term tax burdens.

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.

Utilize Real Estate Investment for Tax Reduction

Shift Business Income Towards Real Estate

We'll help you thoughtfully & shrewdly build a tax-efficient real estate portfolio in order to utilize depreciation, cost segregations & leverage to build tax efficient wealth.

FAQs

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FAQ Example - Let's Work

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