Helms CPA, PLLC

Industries & Case Studies

Although we have experience assisting clients in many industries and welcome the opportunity to work with businesses in any industry, following is a list of industries in which we have considerable experience (including specific services that we have provided to those clients):

  • Advertising
    • Financial statement preparation
    • Income tax planning and return preparation
    • General business consulting
  • Construction
    • Financial statement preparation
    • Income tax planning and return preparation
    • Assistance with Tennessee contractor’s license applications, renewals, and requests for increases in monetary limit
    • Entity selection and structure
  • Entertainment (Learn more)
    • Financial statement preparation
    • Income tax planning and return preparation
    • Business management services for entertainment industry professionals and athletes
    • Tour budgeting
    • Insurance procurement
    • Entity selection
    • Litigation support
  • Estates and Fiduciaries
    • Financial statement preparation
    • Income tax planning and return preparation
    • Estate and inheritance tax return preparation
    • IRS Examination representation
    • Experience with over 100 estate/inheritance tax return preparation engagements
    • Experience with gross estate values ranging from under $1,000,000 to over $40,000,000
    • Tennessee ancillary estate assistance and tax return preparation
    • Experience with several hundred fiduciary income tax return preparation engagements
  • Estate Planning
    • Holistic approach to each client’s estate plan
    • Work closely with key family members as well as legal and financial advisors to achieve desired goals
    • Estate and gift tax planning
    • Integration of appropriate trusts for client needs and asset protection
    • Personally prepared estate plans for clients with gross assets in excess of $40,000,000
  • Financial Planner and Registered Investment Advisors
    • Financial statement preparation
    • Income tax planning and return preparation
    • Estate and wealth transfer planning
    • Asset protection strategies
  • Legal
    • Financial statement preparation
    • Income tax planning and return preparation
    • Preparation of estate and inheritance tax returns
    • Preparation of fiduciary income tax returns for trusts and estates
    • Business entity selection
  • Manufacturing
    • Financial statement preparation
    • Tax return preparation
    • Significant income tax planning
    • Entity restructuring for related party entities
    • Merger, acquisition, and business sale consulting and analysis
  • Medical/Dental
    • Financial statement preparation
    • Income tax planning and return preparation
    • Setup and training on QuickBooks accounting software
    • Lease versus purchase analysis for vehicles and equipment
    • Entity selection
  • Publishing
    • Financial statement preparation
    • Income tax planning and return preparation
    • Royalty analysis
    • Entity selection
  • Real Estate
    • Financial statement preparation
    • Income tax planning and return preparation
    • Personal CFO services - business management for real estate development projects
    • §1031 Like-Kind Exchange analysis
    • Entity selection and structure