Kristina Helferty Homepage
Who Are We?
Kristina Helferty, CPA, Clearwater, FL is a certified public accountant with more than 20 years’ worth of experience.
She holds two Bachelor of Science Degrees from the University of South Florida;
- A B.S. Degree in Accounting
- A B.S. Degree in Information Management Systems
Additionally, she holds an Associate of Arts (AA) Degree in Business from the St. Petersburg Junior College and is a Certified Specialist in Estate Planning.
Kristina has worked in multiple industries, including construction, health care, manufacturing, and real estate. She also has experience in employment contracts, franchises, and nonprofit organizations.
Among others, she is a member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). She is also a Florida Notary. Kristina is a proud Florida native who lives and works in Pinellas Country, Clearwater.
What Do We Do?
The Kristina Helferty CPA Clearwater, FL offices specialize in four key areas;
- Accounting and Bookkeeping: Our accounting and bookkeeping services include preparing balance sheets, income statements, and financial statements, as well as bank reconciliation, general ledger maintenance, and financial analysis.
- Audit and Assurance: Our audit and assurance services include preparing financial statements, financial statement reviews and compilations, yellow book audits, preparing HUD reports, and business evaluation.
- Business Consultation: Key services here include planning for disabilities, planning for wealth transfer at death, evaluating trust deeds, court accountings for probate, and attorney consultation.
- Tax Planning and Preparation: Our specialty areas here include federal, state, and local tax returns (for individuals, businesses, and nonprofits); corporate, individual, and estate tax planning; income tax planning; and preparing estate and fiduciary tax returns. We also represent our clients before the IRS.
To learn more about these services, visit our services page. Alternatively, give us a call to speak with one of our professionals.
Why Kristina CPA Clearwater, FL Offices?
Our Clearwater CPA office is different for the following three key reasons;
- You get professional, trustworthy services backed by 20 years of experience: Kristina is a certified public accountant with more than two decades of experience. She has also worked in multiple industries. These two qualities give her an upper hand when dealing with complex accounting matters. Better still, the inner knowledge of the various industries allows her to develop customized solutions for each situation.
- Get access to the resources and tools needed to make better financial decisions: Our office is more about empowering clients rather than waiting to solve problems. We arm you with the resources necessary to navigate the complex accounting challenges you might encounter. We also provide you with the tools, including downloadable tax forms, publications, news, and links to other useful sites, to help you make better financial decisions every day.
- We are there for you, every second of every day: Accounting isn’t something you do once and forget about it. No. It’s something you do every day. The Kristina Helferty CPA, Clearwater, FL office is available to assist 24/7.
How to Get Started
The easiest way to get started is to give us a call at (727) 310-2000. Alternatively, fill our contact form or leave us a message. We’ll call you right back. Finally, for residents of Clearwater or offices nearby, feel free to visit our physical offices at 4500 140th Avenue N, Suite 120, Clearwater, FL, 33762.