Business Details
Your Trusted CPA Partner in Dallas-Fort Worth, TX
At William T. Robinson, CPA, we specialize in delivering proactive tax planning, accounting, and financial strategy services tailored to the unique needs of small businesses. Founded by Caleb Helms, a licensed CPA with over 13 years of experience in tax accounting for industries like real estate, construction, and oil and gas, our firm combines deep technical expertise with a personalized partnership approach. Our team takes a holistic view of your business and financial landscape, identifying opportunities to maximize deductions, streamline operations, and mitigate tax liabilities throughout the year. We serve clients across the United States, with a strong focus on local communities in Dallas-Fort Worth, Texas, while maintaining a national service capability. Our five-step processDiscover, Evaluate, Advise, Execute, Alignensures that every client receives strategic guidance that supports long-term growth and financial clarity.By offering fractional CFO services, comprehensive bookkeeping, payroll management, and business transformation solutions, we help entrepreneurs focus on their core operations while we handle the complexities of tax and accounting. Our commitment to integrity, precision, and client-centric communication has earned us the trust of business owners who seek reliable expertise without the overhead of in-house finance teams. Whether you're outgrowing your current accountant or seeking proactive tax strategies, our team provides the tools and insights needed to transform your financial challenges into opportunities for success.
Services
Bookkeeping Services
Business Tax Preparation
CFO Services
Payroll Services
Tax Planning
Accounting & Bookkeeping
Business Transformation
Financial Consulting
Highlights and features
- We offer personalized CPA services tailored to small businesses with industry-specific expertise.
- Our proactive tax planning minimizes liabilities year-round, not just during tax season.
- We provide fractional CFO services for scalable financial strategy without hiring in-house.
- Our five-step process ensures alignment with client goals and operational efficiency.
- We specialize in tax solutions for healthcare, construction, and other niche industries.
What people say
Proactive guidance
Industry-specific expertise
Personalized partnership
Tax savings achieved
Business transformation support
Services
Bookkeeping Services
We provide comprehensive bookkeeping services to manage payables, receivables, and financial tracking for small businesses. Our team ensures accurate record-keeping and real-time financial visibility. Clients benefit from streamlined processes that reduce administrative burdens and support data-driven decision-making.
Tax Planning
Our proactive tax planning services identify year-round opportunities to minimize tax liabilities and maximize deductions. By analyzing business operations and financial goals, we develop customized strategies that align with regulatory requirements and long-term growth initiatives for sustained savings.
CFO Services
We offer fractional CFO services to provide strategic financial guidance without the cost of an in-house executive. Our team monitors cash flow, evaluates market trends, and recommends actionable insights to improve profitability and scalability for growing businesses.
Payroll Services
Our payroll management ensures timely and accurate employee payments while maintaining tax compliance. We handle wage calculations, tax withholdings, and reporting requirements to reduce liability risks and administrative stress for business owners.
Business Tax Preparation
We specialize in preparing and filing business tax returns with precision and compliance. Our services cover corporate tax structures, multi-state filings, and industry-specific requirements to ensure accurate submissions while identifying potential tax-saving opportunities.
People
Caleb Helms
CPA Partner & Tax Strategist
With over 13 years of tax accounting experience, Caleb Helms specializes in strategic tax planning for businesses in real estate, construction, and oil and gas industries. He focuses on reducing client liabilities through proactive financial strategies.
Hope Helms
CEO & Business Transformation Advisor
Hope Helms co-founded Helms Tax Strategy, combining entrepreneurial experience with financial expertise. She develops systems for client growth and oversees firm operations, emphasizing client-centric service and innovative accounting solutions.
Amee Smith
Accountant
Amee Smith provides accounting services with attention to detail and client needs. She contributes to financial accuracy and reporting while supporting the firm's commitment to personalized service standards.
Darby Sanders
Accountant
Darby Sanders brings business accounting expertise in accounts receivable and operations management. She combines technical skills with a creative approach to problem-solving for clients.
Rhea Redaza
Accountant
Rhea Redaza delivers accounting services focused on financial accuracy and regulatory compliance. She supports clients through detailed record-keeping and tailored financial reporting solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll management, tax preparation, fractional CFO services, and business transformation strategies to streamline financial operations for small businesses.
How can tax planning benefit my company?
Our year-round tax planning identifies deductions, mitigates liabilities, and aligns financial decisions with long-term business goals to maximize profitability.
Do you work with businesses outside of Texas?
Yes, while we specialize in serving Dallas-Fort Worth, we offer nationwide CPA and tax strategy services for small businesses.
What industries do you specialize in?
We have expertise in healthcare, construction, real estate, oil and gas, and other industries requiring specialized tax and accounting solutions.
How do you approach client communication?
We prioritize clear communication, translating complex financial concepts into actionable insights while maintaining transparency and accessibility.
