For over three decades, Alan S. Helfer, CPA and his professional team have provided advisory, tax and accounting services to privately held businesses, individuals, and non-profit organizations throughout the United States and abroad. We deliver sophisticated solutions, innovative thinking, international capabilities, and highly personalized services our clients require to navigate the complexities of their financial worlds, not only for today, but for tomorrow. Our solutions are holistic - integrating individual, business, fiduciary, estate and gifts, to preserve assets and minimize taxes.

Our Mission

The firm’s mission is to impart extraordinary accounting and business advisory services to our clients as a strategic partner of their management team.

Our Expertise

For a complete listing of our services and areas of expertise visit Our Expertise page.

Business Services

Tax preparation
Compliance & Planning
Audits, Reviews & Compilations
M&A advisory
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Real Estate

Cost Accounting
Cash Flow Management
Job Cost Systems
Insurance analysis
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Non-Profit & Foundations

Tax Planning & Compliance
Internal Controls
Operational Best Practices
State Fundraising Compliance
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Individuals

US Federal & State
Bankruptcy & Insolvency
Family & Home Office
Insurance Analysis
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Trust & Estate

Trust & Estate Planning
Strategies & Compliance
Estate, Gift & Fiduciary Income Tax Return Preparation (Forms 706 & 709)
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Litigation Support

Domestic Litigation Support
Expert Witness Testimony
Settlement Negotiations
Case Strategy Consulting
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Our Firm

Helfer & Company, LLC - Accounting Career

Helfer & Company - Washington DC

Helfer and Company, LLC is a boutique accounting firm in Washington, DC. Customer service is at the center of every service we provide. We work with individuals, non-profits, corporations, and many more. We are here to assist with any tax situation. Contact us today!

How can Helfer & Company help your business?

Contact us today for consultation.

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