Kristina Helferty, CPA

Egg Nog, the Snowflake Acrobat! ❄️🎄

Look out! It's Egg Nog, our resident Elf on the Shelf, trying out his snowflake acrobatics – and getting a little too attached to a snowflake ornament! 🧝‍♂️🎪

Is he aiming for the most chill Elf of the Year award, or did he just get caught up in a 'cool' moment? Whatever his goal, Egg Nog's definitely putting a new spin on 'hanging' ornaments! 😂

Brace yourselves for more frosty fun and fabulous fails from Egg Nog. It's snow joke – he's really raising the bar for elf antics! 🎅🏼🌟🤣

Oh, Minty Fresh Mayhem! 🍬🎄

Egg Nog, our Elf on the Shelf, has really minted himself this time! We just found him bottoms up in a jar of mint candies – seems like he's going for a minty makeover! 🧝‍♂️🔄

Is he trying to blend in, or did he just want a minty fresh perspective on life? Either way, it's clear Egg Nog has a 'sweet' spot for getting into hilariously sticky situations. 😂

Stay tuned for more of Egg Nog's wacky holiday shenanigans – it's sure to be a breath of fresh (minty) air!
🎅🏼🌟🤣

Egg Nog is spreading his wings! 🎄👼 Today’s Elf on the Shelf update: Egg Nog has been spotted trying on a new look – angel wings! 🧝‍♂️✨

Perched proudly with a pair of angel wings attached, our elf buddy seems to be aiming for a spot on the top of the Christmas tree. Or maybe he's just testing out a new mode of transportation for his holiday escapades. Flying through the office, Egg Nog? 😂

While he might not have the angelic demeanor down just yet, you've got to give him points for creativity! Keep an eye out for Egg Nog's next heavenly (or not-so-heavenly) adventure! 🎅🏼🌟🤣

Look who's got a sweet tooth! 🎄🍪 Egg Nog, our cheeky Elf on the Shelf, has been caught enjoying some gingerbread real estate! 🧝‍♂️🏠

Sitting cozily in front of a meticulously crafted gingerbread house, it looks like Egg Nog is either playing realtor or considering a new sugary residence. With that mischievous smile, we're not sure if he's more into decorating or taste-testing the candy windows! 🤔🍬

Who knew elves had such a knack for gingerbread house hunting? 🎅🏡🍬🤣

Breaking news from the Christmas Decor Scene: Egg Nog, our rambunctious Elf on the Shelf, has been caught in the act of terrorizing a peaceful Christmas gnome! 🎅🍄

🎄🧝‍♂️👀 The scene of the 'crime' was quite something – Egg Nog with that mischievous twinkle in his eyes, and our poor gnome looking utterly bewildered. It seems Egg Nog decided it was time for some playful shenanigans, but the gnome was not amused! 😂

Is it a festive feud or just some elfish fun? We're not sure, but one thing's for certain – there's never a dull moment when Egg Nog's around! Stay tuned for the next chapter in the Egg Nog vs. Gnome saga! 🧝‍♂️🎄🤣

Look up! Where's Egg Nog now? Oh, just casually perched atop a Christmas tree, like the star he thinks he is! 🌟

Our adventurous Elf on the Shelf has decided that the best view comes from the highest point – right at the top of our festive tree. 🎄🧝‍♂️ Maybe he’s scouting out the best hiding spots, or perhaps he’s just trying to prove that he can outshine the star. ⭐️😂

Who needs a traditional tree topper when you’ve got Egg Nog adding his own elfin flair to the holiday decor? Keep an eye out for more of Egg Nog’s treetop tales! 🎅🌲✨

Oh, Egg Nog, what have you gotten yourself into now? 🧐

Our resident Elf on the Shelf, Egg Nog, is in quite the predicament – upside down in a Christmas tree ornament! 🎄✨ And yes, it's filled to the brim with glitter. 🤦‍♂️✨

Looks like he was going for that 'glamorous holiday look' but ended up more 'glitter bomb gone wrong'! 😂 Now, we're not only counting down to Christmas but also how long it'll take to get all that sparkle out of his elf hair. ✨💇‍♂️

Stay tuned for more of Egg Nog's glittery adventures and remember, a little sparkle never hurt anyone... or did it? 🧝‍♂️🎅💫

Surprise! Guess who's back for some December fun? Egg Nog, our mischievous Elf on the Shelf, made his grand entrance today – and in true Egg Nog style! 🚚🦌

Riding in on a reindeer, but not just any reindeer – this one hitched a ride on the back of a pickup truck! Talk about making an entrance! 🎄🎉 It's clear Egg Nog has upped his game this year, and we can't wait to see what shenanigans he gets up to around the office. 🧝‍♂️💼

Stay tuned for more of Egg Nog's festive antics, and let's kick off this holiday season with a laugh! 🎅🤣

As we step into the festive holiday season, it's time for joy, celebration, and... yes, a bit of busyness! 🏃‍♂️💨 But don't let your accounting and tax needs add to the holiday rush. 📚🔍

Team KHCPA is here to take the financial hustle off your holiday checklist! 📋✅ From balancing books to tax planning, let us handle the numbers while you focus on what truly matters - making magical holiday memories! 🌟👨‍👩‍👧‍👦

Don’t get your tinsel in a tangle over taxes and accounts. Reach out to us and enjoy a stress-free holiday season!

https://www.helfertycpa.com/

🍁 Happy Thanksgiving! 🦃 Today, we're filled with gratitude for the wonderful clients, friends, and family who make our journey so special. May your day be filled with warmth, joy, and plenty of delicious food. Here’s to creating more beautiful memories together! 🍂🧡

📸 Say cheese! 🧀 Here’s a rare snapshot of the magnificent six from Team KHCPA!

It’s not every day you get all of us together like this, away from our spreadsheets and financial wizardry. Each one of us brings her own unique skills and energy to the firm – from tackling audits with finesse to unraveling the complexities of tax laws.

Together, we’re more than just colleagues; we’re a dynamic squad of savvy, laughter-loving financial experts. We make every day at the office not just productive, but an absolute blast. Proud to be part of this incredible team of talented women who make work feel like a daily celebration! 🎉💼

🎉🌴 Happy Birthday to the Sunshine of KHCPA, Melissa! From the enchanting landscapes of Albuquerque to the sunny shores of Florida, Melissa's journey has been nothing short of amazing! As our stellar Director of First Impressions since January 2020, she's been the bright smile and warm welcome that greets everyone at Kristina Helferty, CPA.

Melissa isn't just about hellos and handshakes; she's a whirlwind of talents -- a marketing maven, bookkeeping buff, and tax prep wizard, all rolled into one! 📚🔮 And when she's not making magic in the office, you can find her spreading love and joy through volunteering, getting lost in a good book, whipping up culinary delights, or dreaming up the next big idea. Here's to Melissa, the heart of our team, whose kindness and creativity know no bounds! May your day be as fabulous as the positivity you bring to our lives. Happy Birthday! 🎈🎊

Day 2 .... all about Businesses today 📊🗓📧💰

📚🌟 This week, Team KHCPA is hitting the books! Kristina and our remote superstar CPA, Jill, are diving deep into Continuing Professional Education (CPE). It's all about staying sharp, updated, and ready to bring you the best in accounting and financial services. Here’s a glimpse of our dynamic duo in action, dedicated to learning and growing for you! 🧠💼

Growing up in a Navy family instilled in me a deep sense of pride and respect for those who serve our nation. My grandfather, father, and brother dedicated their lives to safeguarding our freedoms and ensuring our safety. Their commitment is a shining example, but my gratitude extends beyond my family circle to every veteran who has selflessly served in the name of liberty and peace.

The sacrifices made by these brave individuals are the cornerstone of our nation's stability and prosperity. Today, we pause to celebrate and honor their valiant spirits and unwavering dedication. To every veteran, thank you for your service, and may blessings be upon you. And to my family members who served: your courage and altruism have been my guiding light. You are not just my family; you are my heroes.

🗓️🌟 Heads up, early birds! 🐦💼 Tax season will be here before you know it, and it's never too early to get ahead of the game. Start your planning now and glide through tax time with ease. Book your appointment today, and let's make this the smoothest tax season yet. No last-minute scrambles here – just smart planning and peace of mind. ✨📑

https://www.helfertycpa.com/

🎉✨ It's a special kind of tallying up at KHCPA today as we add another candle to the birthday cake of our very own Deduction Diva, Jessica! 🎂 She joined us last December and has been subtracting worries and dividing tasks like a true number ninja ever since. When she's not crunching numbers, you might find her cheering on the sidelines for her girls or soaking up the sun at the beach. 🏖️

📚 Today, we celebrate not just her expertise but her Floridian sunshine that brightens up our office. Here's to Jessica. May your day be as balanced and fulfilling as a perfectly reconciled ledger! 📈🎈

🎃 Switching it up this Halloween! Forget , we're introducing... ! 😂✨ Striking our best WIP poses, we're ready to zap away all your financial worries. Check out Team KHCPA's fabulous transformation! 💜🕶️

🎃 Halloween magic is in the air, and jack-o’-lantern smiles are everywhere!
As spooks and spectacles unfold, we send warm wishes for a holiday sprinkled with sweet treats and delightful scares. May your costumes be fantastic and your buckets brimming with candies!

If financial ghosts and goblins lurk in your mind’s shadows, fear not! Team KHCPA is here to chase them away. Wishing everyone a spooktacular Halloween filled with fun and laughter! 🍬👻

🎉🌴𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗼𝗻 𝗔𝗹𝗲𝗿𝘁! 🌴🎉

Today marks Bonnie’s 7th anniversary with Team KHCPA! 🌟 Our “Operations Oracle,” Bonnie, has been the backbone of our operational success, bringing over 30 years of administrative wisdom and a decade of expertise in the Tax/Accounting arena. 🖥️📚

Trading the skyscrapers of New York for the sunny skies of Palm Harbor, Bonnie, along with her hubby, Tom, and adorable fur baby, Pepper, embarked on a new chapter closer to family, blending sunshine with lifetime milestones, like celebrating her daughter’s recent wedding! 🌞💒

In her downtime, Bonnie is all about beach vibes, delightful day trips, and discovering new places to create beautiful memories. 🏖️🚗 Here’s to Bonnie, a crucial part of our family, celebrating 7 wonderful years of dedication and many more to come! Cheers! 🥳🎈

𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝗶𝘇𝗲 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘄𝗶𝘁𝗵 𝗞𝗿𝗶𝘀𝘁𝗶𝗻𝗮'𝘀 𝗖𝗙𝗢 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀! 🚀
Steer your business towards sustainable growth with Kristina's adept management of budgets, forecasts, and cash flow, ensuring every investment returns value and aligning each step with your ultimate business goals and objectives! 🌐

➡️ Expertise in managing budgets, forecasts, and ensuring a return on investment 📊
➡️ Get insights for developing sustainable corporate accounting and finance operations 💼
➡️ Benefit from fast onboarding and broad experience at a fraction of the cost 💰
➡️ Perfect for small and medium-sized businesses in growth mode! 🌱

Ready to elevate your business? Reach out for professional and cost-effective outsourced CFO services! 📞✨

https://www.helfertycpa.com/cfo-services/

Wow, what a day! 🌟 Today’s training class with Kristina was nothing short of amazing! Packed with insights, laughter, and her oh-so-famous "aha moments," it was everything we could’ve asked for and more. A big thank you to everyone who joined us, making it a session to remember! 📚💡

Woohoo! It's National Boss's Day 🎉 and we're not just crunching numbers; we’re pumping up the volume to celebrate the fabulous Kristina! Who knew that a CPA could bring so much flair to the world of numbers? 💡

Your extraordinary leadership makes every day a unique adventure at the office. Here’s to a boss who’s not just about the balance sheets but also knows how to strike the perfect balance in making work feel like a joy! 🚀

💡 Thinking of incorporating? It's a pivotal moment for any entrepreneur. Check out our latest tips to understand when and why it might be the right move for your business. Dive in and let the clarity begin! 🚀

https://www.helfertycpa.com/

🌟 𝗖𝗮𝗿𝗲𝗲𝗿 𝗗𝗮𝘆 𝗖𝗵𝗿𝗼𝗻𝗶𝗰𝗹𝗲𝘀! 📘

Our office buzzed this week with extra energy and curiosity, courtesy of Melissa's son, Felix, who joined us for a day of exploration and learning! 👨‍🎓🚀

🔍 Dive into a Day-in-the-Life: Felix spent the day shadowing the incredible Kristina, immersing in the dual world of CPA magic and entrepreneurial adventure! 💼✨

🤔 Pondering Pathways: With a canvas of career possibilities before him, Felix is on a mission to discover his passion. And guess what? Kristina dropped some golden advice: a Business Degree! 🎓🌐 Why? It's the key that can unlock countless doors in the future!

📚 Business Degree = Infinite Possibilities: With this versatile degree, the horizon is just the beginning. Whether it's finance, entrepreneurship, marketing, or management - the business world is his oyster!

🚀 Here’s to future leaders like Felix, who are gearing up to take on the world with knowledge, curiosity, and a sprinkle of advice from seasoned pros like Kristina! To infinite possibilities and beyond! 🌌

𝗨𝗻𝗺𝗮𝘀𝗸𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗛𝗲𝗿𝗼𝗲𝘀 𝗘𝘃𝗲𝗿𝘆𝗱𝗮𝘆!
At Kristina Helferty, CPA, our team is on a mission: conquering numbers and saving your financial day with a smile! Here’s to another week of spreadsheets, coffee, and unbeatable team spirit!

🎉🏆 𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝗢𝘂𝗿 𝗙𝗶𝗻𝗮𝗹𝗶𝘀𝘁 𝗦𝘁𝗮𝘁𝘂𝘀 𝗶𝗻 𝗖𝗿𝗲𝗮𝘁𝗶𝘃𝗲 𝗟𝗼𝗮𝗳𝗶𝗻𝗴'𝘀 𝗕𝗲𝘀𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗕𝗮𝘆 𝟮𝟬𝟮𝟯! 🌟🙌

We're absolutely thrilled to have been recognized as a finalist in Creative Loafing's Best of the Bay 2023 awards! 🏅🌆

This achievement wouldn't have been possible without your trust and support, and for that, we're deeply grateful. It's a testament to our shared commitment to excellence and client satisfaction. 💼🤝

To all our amazing clients and team members, you make us winners every day! 🌟🏆

Here's to continued success and many more exciting adventures together! 🎉✨

📚🔢 **It's Math Storytelling Day!** 🔢📚

Yes, it's a thing! And today, I want to share a heartwarming math-inspired story from my childhood that set the stage for my journey as a business owner and CPA.

When I was just three years old, my dad, Rowan J. Helferty, Jr., saw something special in me. He noticed that I had a unique talent for numbers. 🧮✨

Every evening, he would come home and empty his pockets of change onto the table. My challenge? To correctly add it all up, and I never missed a beat! 💰💡

This early math game wasn't just about counting change; it was about instilling values and determination. When my bank "short-changed" me, my dad encouraged me to write a letter, teaching me the power of standing up for what's right.

These moments of learning and inspiration with my dad left an indelible mark on my journey. They fueled my motivation, strength, and determination, leading me to become the successful businesswoman and CPA I am today.

Now, every day at the office, as I walk by "Kristina's Korner," a space dedicated to my dad, I'm reminded of the inspiration that started it all.

Dad, you were, are, and will always be my inspiration. ❤️✨

🌟🎉 𝗖𝗲𝗹𝗲𝗯𝗿𝗮𝘁𝗶𝗻𝗴 𝟱 𝗬𝗲𝗮𝗿𝘀 𝗮𝘀 𝗧𝗲𝗮𝗺 𝗞𝗛𝗖𝗣𝗔'𝘀 "𝗠𝗮𝘀𝘁𝗲𝗿 𝗼𝗳 𝗖𝗼𝗶𝗻!" 🦸‍♀️💼

Today, we're raising our glasses to Kimberly, our very own superhero of numbers! 🥂🎊

Since joining Kristina Helferty, CPA, in 2018, Kimberly has brought a remarkable three decades of accounting expertise to our team, making her the undisputed "Master of Coin." 📊💰

Kimberly's accounting journey has been nothing short of heroic, with chapters at major automotive firms and single entrepreneur ventures, expertly managing everything from Payroll and Accounts Payable to Financials and Sales Tax. 🚗💥

Beyond her professional achievements, Kimberly is a dedicated parent and enjoys her downtime with her children, indulging in shopping, reading, board games, walks, and quality time with her furry companions. 🛍️📚🐾

Kimberly, your incredible journey and unwavering dedication inspire us every day. Here's to many more years of superheroic success at Team KHCPA! 🌠🎉

🚨 𝗜𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗨𝗽𝗱𝗮𝘁𝗲 𝗳𝗼𝗿 𝗢𝘂𝗿 𝗩𝗮𝗹𝘂𝗲𝗱 𝗖𝗹𝗶𝗲𝗻𝘁𝘀! 🚨

Your financial well-being is our top priority, and we want to ensure you're well-informed about the latest developments. The has ordered an immediate halt to new 𝗘𝗺𝗽𝗹𝗼𝘆𝗲𝗲 𝗥𝗲𝘁𝗲𝗻𝘁𝗶𝗼𝗻 𝗖𝗿𝗲𝗱𝗶𝘁 (𝗘𝗥𝗖) processing as of 9/14, and this pause will continue until after 12/31, with no concrete recommencement date in sight.

This decision is aimed at safeguarding taxpayers from potential scams and questionable claims. We understand this might be concerning, especially considering that ERC refunds were already taking approximately 20 weeks to process.

Now, this temporary halt extends the wait for refunds into mid-2024. While this may be frustrating, please know that it's a proactive step to protect your hard-earned money.

For more detailed information and insights, please read the official statement here: https://www.ficpa.org/publication/protect-taxpayers-scams-irs-orders-immediate-stop-new-employee-retention-credit.

We're here to support you through these changes and will keep you updated on any further developments. If you have any questions or concerns, please don't hesitate to reach out to us. Your financial peace of mind is our mission. 💼💡

🎨👶 A Timeless Treasure: Bee Artwork Stitched Before Kristina's Arrival! 🐝🖼️

Talk about a family heirloom! Kristina's mom stitched this incredible bee-themed artwork long before Kristina even entered the scene. 🌟👶

Now, it proudly graces Kristina's new office, fondly known as Suite B. 🏢🐝 Imagine the rich history and love woven into every stitch! This masterpiece connects generations, reminding us of the enduring power of family and creativity. 💕

Here's to art that transcends time and generations of love! 🥂🎉

🎉🥳 Let's Celebrate Bonnie, Our Office Dynamo! 🎈🍰

Today, the spotlight is on the one who keeps our office running like a well-oiled machine – Bonnie! 🌟

From organizing chaos to managing the mayhem, Bonnie does it all with a smile. 🌪️🗂️ Her birthday is the perfect time to show our appreciation for her hard work and unwavering dedication.

🎂 Bonnie, here's to another fantastic year of success, happiness, and all the office supplies your heart desires! 🎁🎉

Join us in wishing Bonnie the happiest of birthdays! 🥳🎈

Grills on, feet up, and hats off to all the hard workers out there! 🍔🌽 Cheers to a well-deserved break this Labor Day! 🎉

🚨

𝗔𝗳𝗳𝗲𝗰𝘁𝗲𝗱 𝗯𝘆 𝗛𝘂𝗿𝗿𝗶𝗰𝗮𝗻𝗲 𝗜𝗱𝗮𝗹𝗶𝗮?

The Internal Revenue Service has announced special tax relief for individuals and businesses impacted by Hurricane Idalia.

𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

📌 File federal individual and business tax returns.
📌 Make tax payments without penalties up to the extended deadline.

𝗔𝗿𝗲 𝗬𝗼𝘂 𝗘𝗹𝗶𝗴𝗶𝗯𝗹𝗲?

- Relief is available for areas designated by the Federal Emergency Management Agency (FEMA).
- Currently, 46 out of 67 counties in Florida are eligible.
- Tax relief applies to individuals and households residing or operating a business in these counties.
- Any areas added to the disaster zone at a later date will also qualify.

𝗙𝗼𝗿 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝗹𝗶𝘀𝘁 𝗼𝗳 𝗲𝗹𝗶𝗴𝗶𝗯𝗹𝗲 𝗿𝗲𝗴𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗳𝘂𝗿𝘁𝗵𝗲𝗿 𝗱𝗲𝘁𝗮𝗶𝗹𝘀, 𝗽𝗹𝗲𝗮𝘀𝗲 𝘃𝗶𝘀𝗶𝘁:

- https://www.irs.gov/newsroom/tax-relief-in-disaster-situations
- https://www.fema.gov/

𝗦𝘁𝗮𝘆 𝗜𝗻𝗳𝗼𝗿𝗺𝗲𝗱, 𝗦𝘁𝗮𝘆 𝗣𝗿𝗲𝗽𝗮𝗿𝗲𝗱.

𝗔𝗳𝗳𝗲𝗰𝘁𝗲𝗱 𝗯𝘆 𝗛𝘂𝗿𝗿𝗶𝗰𝗮𝗻𝗲 𝗜𝗱𝗮𝗹𝗶𝗮?

The Internal Revenue Service has announced special tax relief for individuals and businesses impacted by Hurricane Idalia.

𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

📌 File federal individual and business tax returns.
📌 Make tax payments without penalties up to the extended deadline.

𝗔𝗿𝗲 𝗬𝗼𝘂 𝗘𝗹𝗶𝗴𝗶𝗯𝗹𝗲?

- Relief is available for areas designated by the Federal Emergency Management Agency (FEMA).
- Currently, 46 out of 67 counties in Florida are eligible.
- Tax relief applies to individuals and households residing or operating a business in these counties.
- Any areas added to the disaster zone at a later date will also qualify.

𝗙𝗼𝗿 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝗹𝗶𝘀𝘁 𝗼𝗳 𝗲𝗹𝗶𝗴𝗶𝗯𝗹𝗲 𝗿𝗲𝗴𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗳𝘂𝗿𝘁𝗵𝗲𝗿 𝗱𝗲𝘁𝗮𝗶𝗹𝘀, 𝗽𝗹𝗲𝗮𝘀𝗲 𝘃𝗶𝘀𝗶𝘁:

- https://www.irs.gov/newsroom/tax-relief-in-disaster-situations
- https://www.fema.gov/

𝗦𝘁𝗮𝘆 𝗜𝗻𝗳𝗼𝗿𝗺𝗲𝗱, 𝗦𝘁𝗮𝘆 𝗣𝗿𝗲𝗽𝗮𝗿𝗲𝗱.

🗳️ Last Call! Voting ends today! 🎉 Your support could make us the Best CPA/Tax Preparer in the Bay. Let's cross that finish line together! 🚀🌟

https://vote.cltampa.com/services/best-cpa-tax-preparer

💙 Our thoughts are with everyone affected by Hurricane Idalia. We sincerely hope that you and your loved ones are safe and secure. If there's any way we can assist in the coming days, we're here for you. 🙏

🚨 ATTENTION 🚨

Due to the approach of Hurricane Idalia, KHCPA will be closing at noon today for the safety of our team and community. Rest assured, all our clients' information is backed up and safe. Please stay safe and follow local advisories. We'll reopen on Thursday morning. 🌀❌