Kristina Helferty, CPA is a certified public accountant in Clearwater, FL with more than 25 years of experience. She holds two Bachelor of Science Degrees from the University of South Florida: A Bachelor's Degree in Accounting and a Bachelor's Degree in Information Management Systems. Additionally, she holds an Associate of Arts (AA) Degree in Business from the St. Petersburg 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 H.R. Development, franchises, and nonprofit organizations. Among others, she is a member of the Florida Institute of Certified Public Accountants (FICPA) and the American Institute of Certified Public Accountants (AICPA).
She is also a Florida Notary, and a member of the Greater Palm Harbor Chamber of Commerce. To learn more about these services, visit our services page or give us a call to speak with us today at (727) 310-2000!.
Kristina has worked in multiple industries, including construction, health care, manufacturing, and real estate. She also has experience in H.R. Development, franchises, and nonprofit organizations. Among others, she is a member of the Florida Institute of Certified Public Accountants (FICPA) and the American Institute of Certified Public Accountants (AICPA).
She is also a Florida Notary, and a member of the Greater Palm Harbor Chamber of Commerce. To learn more about these services, visit our services page or give us a call to speak with us today at (727) 310-2000!.
Services
Over the past 7 years, Kristina Helferty, CPA has established her own CPA practice in the Clearwater/Largo area of Pinellas County.
Kristina is a member of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.
Kristina is the Education Coordinator for Suncoast - NPI Dunedin, a member of the National Association of Remodeling Industry (NARI) Tampa Bay, and she serves as the CFO for the Board of Elders at the Kirk Church of Dunedin.
Kristina is a Florida native and in her spare time enjoys SCCA Racing with her husband.
Kristina is a member of the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants.
Kristina is the Education Coordinator for Suncoast - NPI Dunedin, a member of the National Association of Remodeling Industry (NARI) Tampa Bay, and she serves as the CFO for the Board of Elders at the Kirk Church of Dunedin.
Kristina is a Florida native and in her spare time enjoys SCCA Racing with her husband.
Unfortunately, most small and medium-sized businesses are not able to hire a permanent, in-house.
Our specialty areas here include federal, state, and local tax returns for individuals, businesses.
Estate planning is the process of setting up a clear set of guidelines on how you want your property and.
Our audit and assurance services include preparing financial statements, financial statement.
Key services here include planning for disabilities, planning for wealth transfer at death.
Our specialty areas here include federal, state, and local tax returns for individuals, businesses.
Estate planning is the process of setting up a clear set of guidelines on how you want your property and.
Our audit and assurance services include preparing financial statements, financial statement.
Key services here include planning for disabilities, planning for wealth transfer at death.
All businesses require some form of bookkeeping and accounting.
Whenever you prepare payroll, budget for operating costs such as rent and utilities, and plan for growth activities such as marketing, you're indeed doing business accounting.
When you record these financial transactions, that's bookkeeping.
Many small business owners still do these on their own, which is very encouraging, as it shows the lengths you're willing to go to make things work.
As you grow, you may run out of time to complete bookkeeping and general accounting on your own.
Whenever you prepare payroll, budget for operating costs such as rent and utilities, and plan for growth activities such as marketing, you're indeed doing business accounting.
When you record these financial transactions, that's bookkeeping.
Many small business owners still do these on their own, which is very encouraging, as it shows the lengths you're willing to go to make things work.
As you grow, you may run out of time to complete bookkeeping and general accounting on your own.
Strategic tax planning and preparation is highly beneficial for you and your business.
You're guaranteed a reduced bill for income tax, wealth tax, capital gains, and other taxes on your wealth, savings, investments, assets, and pensions.
Proper tax planning also maximizes your real returns and provides increased estate flexibility when you pass on.
Kristina Helferty, CPA will assist you with tax planning and preparation services.
Our tax planning services will help you check existing taxes along with financials to develop a tax plan that will work for you, your family, and your business.
You're guaranteed a reduced bill for income tax, wealth tax, capital gains, and other taxes on your wealth, savings, investments, assets, and pensions.
Proper tax planning also maximizes your real returns and provides increased estate flexibility when you pass on.
Kristina Helferty, CPA will assist you with tax planning and preparation services.
Our tax planning services will help you check existing taxes along with financials to develop a tax plan that will work for you, your family, and your business.
Thinking about what happens to your estate when you pass on is stressful and confusing.
Make no mistake, estate planning is one of the most important decisions you can make.
Even today, some people still believe only the wealthy or successful business owners need an estate plan.
Having an estate plan is highly beneficial as it will provide your loved ones with a guide as to your final wishes.
This includes instructions for passing your values (religious, education, and hard work), what will happen to your material possessions, and who cares for your children.
Make no mistake, estate planning is one of the most important decisions you can make.
Even today, some people still believe only the wealthy or successful business owners need an estate plan.
Having an estate plan is highly beneficial as it will provide your loved ones with a guide as to your final wishes.
This includes instructions for passing your values (religious, education, and hard work), what will happen to your material possessions, and who cares for your children.
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