Leadership
Alan Helfer
EXPERIENCE
Mr. Helfer, the managing member of Helfer & Company, LLC, has more than 35 years of public accounting experience in providing comprehensive and specific tax, consulting, litigation support and business advisory services to national and international clients. Mr. Helfer’s expertise encompasses business and individual planning, entity structure, expert witness testimony, federal/state tax controversy, tax compliance, estate & trust services and the design and implementation of accounting systems.
INDUSTRIES & FOCUS
Professional services, non-profit, restaurant, hospitality & entertainment, real estate & construction, retail, government services, technology, and high net-worth individuals.
EDUCATION & AFFILIATIONS
Mr. Helfer holds a Bachelor of Science degree with a major in accounting from the University of Maryland, University College. He is a member of the American Institute of Certified Public Accountants, the Greater Washington Society of Certified Public Accountants, the Maryland Association of Certified Public Accountants, and the Washington D.C. Estate Planning Council. Mr. Helfer has been recognized by SmartCEO Magazine as one of the Greater Washington regions top accountants. He was appointed by the American Arbitration Association to their panel of arbitrators in Washington, D.C. and has lectured and written articles associated with income tax and estate planning. Mr. Helfer is active on various boards in the area, including Treasurer of the Georgetown Business Association, Audit Chairman of Washington Home and Hospice, Treasurer of the Players’ Philanthropic Fund, Treasurer of the Coleman A. Young II Educational Foundation, and Finance Chairman of the Washington, D.C. Police Foundation.
Contact Alan:
Email: [email protected]
Phone: (202) 827-4800