Business services customized and scaled just for you.


Accounting & Bookkeeping Services

We scale our bookkeeping services to your needs – whether you need us to handle your day-to-day bookkeeping, accounts receivable, and accounts payable or you need periodic help with just some activities, we can customize a program to fit your needs.

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Financial Reporting Services

We provide three levels of financial reporting services:

  1. Compilation work that integrates the numbers you provide into one report

All three services result in some level of GAAP based, industry standard financial statements.

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Business Consulting

Many of our other services help clients get out of trouble after they’re already in it.  Our Business and Entrepreneurial consulting services work to prevent clients from getting into trouble in the first place, usually a much more cost effective approach.

Turn to J. R. Helms & Associates for help with tax planning, setting up and maintaining accounting systems, cash flow planning, business planning, employment & employee benefit issues, and so much more.

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Payroll Services

As a trusted business adviser, our goal has always been to offer you the full spectrum of high-quality services you need to better manage your business. With our professional yet personalized payroll service, your business will benefit from all the capabilities and services provided by the national payroll companies. In addition you can also get the added benefit of local, personal attention when you want and need it.

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Client Representation

In the unfortunate event that you find yourself having to appear in front of the IRS or other taxing authority we can help you present your case in the most positive light and avoid mistakes that will cost you money.

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Tax Services

We provide individual, business, estate, and trust tax return services, along with associated services, including filing for extensions and amendments.  Concerned you’ve been paying too much tax?  Let us review your unique circumstances to identify any opportunities or deductions you may have been missing.  Want a refund faster?  As an IRS authorized “e-Filer”, we can file your returns electronically

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Our unique talent for customizing services and our ability to scale them to match changing needs make us a good fit for a wide variety of clients.


We’ll be the first to say it – if you have a very simple tax return you probably don’t need to spend your money with us. However, if your tax return is a little complicated, we’re the first to lend a helping hand, and we’ll make it easy too. We’ll give you a simple checklist written in lay man’s terms that explains all the documents you need to give us in order for us to complete your tax return accurately, precisely and most importantly, on time. By making the process faster and more efficient we not only reduce the headaches, but we also reduce your tax preparation fee. Think you’ve been paying more taxes than necessary? Contact us for an assessment of your unique situation and we’ll identify any opportunities or deductions you may currently be missing.


If you own or manage a business, chances are that you know a lot more about your industry than you know about keeping company books, calculating payroll, paying payroll and sales taxes, complying with state and federal labor laws, and preparing company tax returns. You may find that business planning and marketing your business don’t come naturally to you. If so, J. R. Helms & Associates can fill in the gaps, allowing you to spend your time on the parts of your business you enjoy most, without neglecting the parts that can get you in trouble. The smaller your business, the greater the risk that even just a few mistakes or bad decisions can put you out of business. We can make sure that doesn’t happen.


Professional associations, non-profit organizations and labor unions have their own unique tax considerations. If you’re not familiar with all the requirements and special information reporting challenges, we can help.