Helfman Accounting and Tax Service

Your Trusted Partner for Expert Accounting and Tax Solutions

Accounting and Tax Services You Can Trust

Choosing our accounting and tax services means partnering with a seasoned professional dedicated to your financial success. With over 38 years of diverse business experience, I bring unparalleled expertise and personalized solutions to meet your unique needs. My comprehensive range of services, from bookkeeping and tax preparation to specialized accounting and special projects, ensures accuracy, compliance, and efficiency. Trust us to provide reliable, informed, and effective financial support, allowing you to focus on what matters most – growing your business and achieving your financial goals.

30 Years of Experience

Former Federal IRS Revenue Agent

Founder of 13 successful businesses

Accounting Services

Achieve financial clarity and control with my comprehensive accounting services. Whether you’re an individual, business owner, or executive, I provide customized solutions to meet your unique accounting needs. My services include bookkeeping, detailed financial and cost accounting analysis, and the preparation of custom financial reports. I also conduct thorough reconciliations of records, accounting systems, and tax returns to ensure accuracy and integrity. Additionally, I offer expert reviews of accounting systems, as well as the development and review of internal accounting policies and procedures. With my extensive experience and commitment to excellence, you can trust me to deliver reliable and efficient accounting support that empowers you to make informed financial decisions.

Tax Services

Navigating the complexities of tax laws and regulations can be daunting, but with my expert tax services, you can rest assured that your tax needs are in capable hands. I offer comprehensive tax return preparation and filings, ensuring accuracy and compliance with the latest tax codes. Whether you are an individual, business owner, or accounting professional, I provide tailored solutions to optimize your tax situation. My services also include tax audit preparation, legal and technical tax research, and the development of internal tax policies and procedures. With IRS authorization for fee-based income tax preparations and a commitment to staying current with tax legislation, I am equipped to handle all your tax-related challenges, helping you minimize liabilities and maximize savings.

Marvin Helfman, MBA, CEO

About Helfman Accounting and Tax

I hold both an MBA and a BA in Accounting, and I bring 38 years of diverse business experience to the table. Over my career, I have dedicated 30 years to being a sales professional and 20 years to accounting, including eight years with the Federal government as an accountant at the Bureau of Economic Analysis and a Revenue Agent at the Internal Revenue Service. My background also includes 14 years as a Business Banking Specialist, 12 years as a fee-based financial planner and advisor, and 12 years as a life-agent insurance agent.

In addition to these roles, I have founded 13 businesses and helped hundreds of other business owners achieve their goals. I am registered with the National Association of State Accountancy Boards, with a CPA license on the horizon, and I hold IRS authorization for fee-based income tax preparations, with an EA license set for 2024 taxes. My extensive expertise and commitment to my clients enable me to provide exceptional service and tailored solutions to meet your unique financial needs.

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