Dallas-Fort Worth CPA and tax strategy partner for high-performing small businesses
Caleb Helms · Partner & Tax Strategist, CPA · Dallas, Texas, United States
6+
Team
3
Services
Dallas-Fort Worth, nationwide service
Service area
Helms Tax Strategy & CPA, located in Fort Worth, Texas, partners with business owners and entrepreneurs to provide comprehensive tax and accounting services combined with strategic financial guidance. The firm offers tax strategy and consulting with holistic review of the tax code and business to maximize deductions and returns, business and personal tax preparation and filing, accounting and bookkeeping services managing payables and receivables, payroll services, and business transformation services with automation focus. Fractional CFO services provide executive-level monitoring of the bottom line, trend analysis, and recommendations based on market changes. The firm specializes in construction and contractors, and landlord and real estate investor industries. The five-step process includes Discover to understand client needs, Evaluate current tax and financial situation, Advise on custom strategies, Execute plans into action, and Align financial decisions with business goals. Founded by Caleb Helms, CPA with 13+ years of tax accounting experience, and his wife Hope Helms, CEO and Business Transformation Advisor, the firm serves clients nationwide while maintaining strong local presence in Texas. The team includes accountants Preston Roberts, Amee Smith, Darby Sanders, and Rhea Redaza. Free consultation available.
Caleb Helms
Partner & Tax Strategist · CPA
Hope Helms
CEO & Business Transformation Advisor
Preston Roberts
Accountant & Financial Analyst
Amee Smith
Accountant & Tax Assistant
Darby Sanders
Accountant
Rhea Redaza
Accountant
Credentials: CPA
Languages: English
Serves: Dallas-Fort Worth, nationwide service
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