Business Details
43 Years
experience
Your Trusted Partner for Accounting Solutions in Massapequa, NY
Edward Helm CPA is a client-centered CPA firm in Massapequa, NY, dedicated to providing high-quality accounting, tax services, and financial management solutions tailored to small businesses. With over four decades of experience since 1983, our team prioritizes understanding each client's unique financial challenges and long-term goals to deliver customized accounting packages. We specialize in budgeting, financial statements, cash flow management, tax planning strategies, and QuickBooks support, ensuring businesses maintain compliance while optimizing profitability. Our commitment to personalized service extends to incorporation advisory, payroll processing, and outsourced bookkeeping, allowing clients to focus on growth while we handle their financial operations.As a Certified QuickBooks ProAdvisor, we offer expert software setup and ongoing support to streamline accounting processes. Our founder, Ed Helm, brings extensive industry experience across real estate, wholesale, retail, manufacturing, and professional services, combining technical expertise with a client-first approach. We serve construction and real estate businesses while offering wealth management guidance, emphasizing transparency, accuracy, and proactive financial advice. Our local presence ensures businesses receive timely, personalized support from professionals deeply familiar with the Long Island market.
Services
Small Business Accounting
Tax Preparation Services
QuickBooks Setup
Payroll Processing
Business Advisory
Incorporation Services
Outsourced Bookkeeping
Details
- Year established: 1983
Highlights and features
- We have over 40 years of experience serving small businesses since 1983.
- Our personalized approach tailors solutions to your unique financial needs.
- Certified QuickBooks ProAdvisor for expert software implementation and support.
- Specialized experience in construction, real estate, and professional services industries.
- Free initial consultation to assess your accounting requirements.
Associations and certifications
- Certified Public Accountants (CPA)
- QuickBooks ProAdvisor
Services
Small Business Accounting
Our comprehensive accounting services include financial statement preparation, cash flow management, and budgeting tailored to small businesses. We ensure accurate record-keeping and provide actionable insights to improve financial decision-making. Our team handles day-to-day transactions while delivering strategic guidance for long-term stability.
Tax Preparation Services
We offer complete tax preparation and planning services to minimize liabilities while maintaining compliance. Our experts stay current with tax code changes to identify deductions and credits specific to your industry. From individual returns to complex business filings, we ensure accuracy and timeliness.
QuickBooks Setup
As Certified QuickBooks ProAdvisors, we implement customized software solutions for efficient financial management. Our setup includes chart of accounts mapping, invoice templates, and report configurations. We provide ongoing support to troubleshoot issues and optimize your accounting workflow throughout the year.
Payroll Processing
Our payroll services handle tax filings, direct deposits, and compliance reporting for businesses of all sizes. We manage federal and state tax submissions, W-2/W-3 preparation, and 1099 processing. Our system ensures timely employee payments and accurate tax withholdings to prevent penalties.
Business Advisory
We provide strategic guidance for business formation, entity selection, and operational efficiency. Our advisory services include business plan development, loan application assistance, and financial forecasting. We help clients make informed decisions about cash flow, tax strategies, and growth opportunities.
People
Ed Helm
CPA
Ed Helm, CPA, founded the firm in 1983 after graduating from Binghamton University with an Accounting degree. He specializes in serving construction, real estate, and professional services industries. His expertise includes tax planning, QuickBooks implementation, and small business advisory.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, cash flow management, budgeting, and outsourced accounting tailored to small business needs.
Do you handle both business and personal tax preparation?
Yes, we prepare corporate tax returns and individual income tax filings while implementing strategies to minimize overall tax liabilities.
Are you certified in QuickBooks support?
We are Certified QuickBooks ProAdvisors offering software setup, training, and troubleshooting for optimal accounting system performance.
How do you assist with payroll processing?
We manage payroll tax filings, direct deposits, W-2/1099 preparation, and compliance reporting to ensure accurate, timely employee payments.
What industries do you specialize in?
We focus on construction, real estate, wholesale, retail, manufacturing, and professional services businesses with tailored financial solutions.
Can you help with business formation and incorporation?
Yes, we guide entity selection, prepare incorporation documents, and develop business plans to establish optimal tax structures for new ventures.
