Expertise

Our solutions are holistic - integrating individual, business, fiduciary, estate and gifts, to preserve assets and minimize taxes. Please select a speciality below to learn more.

Business and Professional Services


Considering the primary business objectives of the organization and the goals of its owners helps build the framework for choosing which tax structure will most effectively meet those needs. The proper tax structure for an enterprise provides both the legal protection you desire as well as the most tax-efficient means by which to conduct business. We also help you evaluate the tax consequences of your business and personal decisions, providing integrated guidance to retain more of your hard-earned wealth.

  • Tax Preparation, Compliance and Planning
  • Audits, Reviews and Compilations
  • M&A Advisory
  • Stock vs. Asset sale Modeling
  • State and local tax (SALT)
  • International Tax and Advisory
  • Design and Implementation of Retirement Plans
  • Captive (501 & 831) Analysis
  • Property Tax and Sale/Use Tax
  • Insurance Analysis
  • Lease Analysis
  • Forensic Accounting and Financial Investigation
  • Design and Implementation of Accounting Systems
  • Succession Planning and Exit Strategies
  • Capitalization Policy Analysis
  • Business Valuations
  • IRS and State/Local Tax Controversy Resolution
  • Bankruptcy/Insolvency
  • Multi-State Tax Matters
  • Employee Benefits

Real Estate


To the real estate professional, maximizing operating income, cash flow management and asset values are ongoing concerns.  We offer a broad range of services to help make smart, informed decisions so you can mitigate risk, identify opportunities, and understand the future financial impact to your business.

  • Audit, Review and Compilations
  • Accounting and Tax Advisory Projects
  • Reviews of Partnership and LLC Agreements
  • Federal, State and Local Tax Compliance
  • Advice and Consultation Relative to Sale, Purchase, Lease and Financing Arrangements
  • Agreed-Upon Procedures
  • Assistance with Investor Relations Requirements
  • Consultation with Clients and Legal Counsel in Structuring 1031 Transactions
  • Internal Control Reviews and Best Practices
  • Assistance with Forming Capitalization Policies Under the Repair Regulations
  • Forensic Accounting and Suspected Fraud Investigations
  • Consideration of Cost Segregation Studies to Maximize Tax Benefits
  • Consultation on Business Succession and Estate Planning
  • Best Practices
  • Cost Accounting and Cash Flow Management
  • Job Cost Systems
  • Insurance Analysis

Non-Profit and Foundations


Not-for-profit organizations face numerous challenges. They are accountable to donors, oversight agencies, and those they serve. While focusing on their goals, organizations simply cannot afford to overlook opportunities to improve their financial and operational procedures.

We offer a wide range of services to provide your organization with assurance, tax, and consulting services, to assist with compliance and meeting your financial objectives.

  • Financial Statement Audits, Reviews, and Compilations
  • Agreed-upon Procedures
  • Tax Planning and Compliance
  • Board governance and Accountability
  • Expenditure Responsibility
  • Internal Controls
  • Operational Best Practices
  • State Fundraising Compliance
  • Board Meeting Financial Presentations

Individuals


Personal income taxes could well be one of your largest annual costs. Since most of the financial decisions you make have an impact on your taxes, having a solid strategy is critical. Effective tax management is the cornerstone for managing your wealth.

We can help you explore your tax-saving opportunities and develop your tax strategy. Drawing on multidisciplinary expertise, we provide you with customized guidance to fit your situation, so that your tax strategy works in concert with other components of your financial structure and lifestyle.

  • US Federal and State/Multi-State Tax Preparation
  • International Tax Preparation
  • Tax Planning, Consulting and Compliance
  • IRS, State/Local Tax Controversy Resolution
  • Retirement and Succession Planning
  • FBAR Compliance
  • Estate & Gift Tax Planning and Compliance
  • Bankruptcy/Insolvency
  • Family/Home Office
  • Insurance Analysis

Trust and Estate


We will develop a plan, with your financial team that will assess your priorities to achieve your family and business goals. We analyze your financial picture and provide a written plan that will achieve your comprehensive estate planning objectives. Our aim is to reduce estate tax, ensure intended distribution of assets and preserve family wealth.

  • Trust & Estate Planning Strategies and Compliance
  • Estate, Gift and Fiduciary Income Tax Return Preparation (Forms 706 & 709)
  • Trust Accounting and Administration
  • Pre- and Post-Mortem Estate Administration
  • Best Practices
Helfer & Company, LLC - Our Expertise - Trust

Litigation Support


To develop a realistic approach to business and personal dispute resolutions, we analyze the manner in which these controversies may affect you, and develop a strategy to maximize the outcome and achieve the resolution you desire. We evaluate the risk and exposure to effectively manage federal and state audits, business and domestic controversies and various dispute matters.

  • Domestic Litigation Support
  • Expert Witness Testimony
  • Settlement Negotiations
  • Case Strategy Consulting
  • Forensic Accounting & Fraud Investigations
  • Business and Professional Practice Valuations
  • Determination of Community and Separate Property Business Interests
  • Determination of Income Available for Support
  • Financial Disclosures Preparation
  • Tax Consequences of Marital Dissolutions
  • Tax Consequences of Business Dissolutions
  • Tracing Separate and Community Property, Both Foreign and Domestic

Restaurants, Hospitality, and Entertainment


In the hospitality business, owners/operators manage a host of business matters, from maintaining profit margins to complying with ever-changing regulatory standards. We will assist you to make sure these challenges don’t get in the way of providing your clients with services they expect. Services may include, but are not limited to, assisting to increase operational efficiencies, cash flow management and retaining profitable growth.

  • Audits, Reviews and Compilations
  • Financial Advisory Services
  • Tax Compliance and Structuring
  • Business Valuations
  • Cost Accounting and Cash Flow Management Analysis
  • Review Partnership, Operating and Stockholder Agreements
  • Uniform Capitalization Analysis
  • Multi-State & Local Sales Tax Issues
  • Operational Consulting
  • Best Practices
  • Forensic Accounting and Fraud Investigations
  • Job Cost Systems
  • Insurance Analysis

Retail


We offer a wide range of audit, accounting, tax and consulting services to clients in all sectors of the retail industry.  These services include, but are not limited to, regulatory and reporting requirements; improve business processes; identify and address cash flow issues; implement best practices; and manage risk.

  • Tax Preparation and Compliance
  • Audits, Reviews, and Compilations
  • Cash Flow Analysis
  • Markdown Analysis
  • Local and Multi-State Sales Tax Issues
  • Purchase or Lease Decision Analysis
  • Inventory Valuation Methods
  • Forecasts and Projections
  • IRC Section 263A – Uniform Capitalization Issues
  • Financing Analysis
  • Enterprise Zone Permits
  • Transaction Advisory Services
  • Job Cost Systems
  • Insurance Analysis

Let Us Help.

Contact us today for a consultation.