About
Helms Tax Strategy is a Dallas–Fort Worth accounting firm delivering strategic tax planning, bookkeeping, payroll and CFO-level financial services to small and growing businesses. We provide integrated business and personal tax, monthly bookkeeping, payroll management, performance reporting and process automation to improve cash flow and drive scalable growth.
Reviews
I found with her 2022 and I found out that she put a whole lot of fraudulent business accounts and all type of stuff on my tax return! it’s 2026 and I still haven’t received a text to return. I have to re-file because all the information she put on there was false and then she also made it look like I found my own tax return! Please don’t go to hurry y’all. She’s a scam. I’ve been dealing with this for years because of her they put a pin on my Social Security number because of her. I can’t make no large purchases without getting investigated because of her. Then she gave us deep blue cards that was in activated trying to make it seem like the tax return will come there the cards didn’t work. They stop answering the phone for us. I never heard from her since then I gave the IRS their phone number for them to speak to her in the office made it seem like I never filed the tax returns with them, but I also have photos inside the facility & photos of the lady who found my taxes and also her name. Multiple people that I know went to her experience the same! So y’all please report this business to the IRS and help us get what we deserve
Extremely responsive! Knowledgeable trusted advisor. As an owner of multiple national businesses, I'm looking for more than just a tax accountant; I appreciate Caleb and his team's regular check-ins and business management/improvement advice. Strongly recommend!
Caleb and his team are the real deal -- responsive, knowledgeable, intelligent, and able to explain complex tax issues in clear terms. My wife and I highly recommend them. And remember, not just a traditional CPA, but a tax STRATEGIST -- forward-looking, pro-active, and strategic. Great job, y'all!
Amazing expertise! That’s how I would describe my experience. Caleb and his team are some of the best at understanding and listening to clients needs and making recommendations that are very impactful financially. I particularly needed help evaluating a business purchase and I received outstanding advice and service.
Addresses
- 5921 Lovell Ave, Fort Worth Get directions
Phone numbers
Email addresses
- office@helmstaxstrategy.com
Links
Services
- Tax & Compliance
- Taxes
- Bookkeeping and Accounting
- Payroll
- Financial Advice














