August

Tax Deadlines

DUE 9.15.2021

 

  • 1120 S-Corp.

& 1065 Partnership Tax Returns


  • 3rd Quarter

 2021 Estimated Payments

 

To our Business

(1120S & 1065 )

Clients - If you are on extension, please ensure we have all of your supporting tax documents in our office by 8.7.2021 to avoid a $150 "rush fee".

Tax Free Holiday

Back to School Tax Free Week:

July 31 – August 9



Once only a three day weekend, the Back to School Tax Free Weekend in Florida is now Ten days long!





Tax planning is the review of your financials from a tax 

perspective.

The purpose is to ensure maximum tax 

efficiency. Considerations of tax planning include: timing of income, timing of purchases, and planning 

for expenditures.

 

We are in the 3rd Quarter of 2021 Your tax planning should be well under way!

Give us a call to set up your meeting:

727-310-2000

Kristina's Korner

Some may say I was a precocious three-year-old, but my Dad, Rowan J. Helferty, Jr., would have said, “inspired,” because that’s exactly what he did for me.

When I was three, Dad took a huge leap of faith and bought a downtown Dunedin building for his law office, Rowan J. Helferty, Jr., Attorney At Law. The first time I walked into 315 Main Street—today, known as The Black Pearl restaurant—I knew I wanted to do the same thing: own my own business in the area. But what business would that be?

Well, it goes a little something like this:

At a very young age, I knew counting came easy to me. Dad would come home every night and pull all of his change out of his pockets and drop it on the table. If I could correctly add it up—which, because you all know I love a challenge, I always got it right—I got to put that change in my piggy bank.

Eventually, we took that well-earned money and opened my first bank account. A few months later, when my bank “short-changed” me, Dad encouraged me to write a letter to them advising I would take my business elsewhere if they didn’t correct their wrong. They did correct that wrong, and this memory of my dad is one of countless others forever stitched in my heart.

That change game with my dad went on for years until he passed away in 1980. While I was still a young child and our time together was cut short, his selfless devotion to his kids and family remains a part of us today. I’d give anything to tell him, little did he know, those moments we shared would impress upon me a lifetime of motivation, inspiration, strength and determination.

I could sit here for hours and write about how my dad inspired me to become the woman I am today. But for now…

Dad, you were right there with me when I cut the ribbon during the open house for my CPA firm, and you inspire me every day at the office when I walk by “Kristina’s Korner,” a space dedicated to you. Thank you for giving me every opportunity as a child to grow into the strong and determined woman and business owner I am today. You were, are, and will always be, my inspiration. I hope you’re making “snow angels” in the sand. I love you.

-Kristina

And then there's my mom - feisty, smart and the other reason I am the person I am today.

Almost immediately after my father passed away, my mom had to completely change careers so she could raise two kids as a single mother. She took on a straight 1099 commission position and over the next 14 years, Mom was the top sales “woman” each and every year. When I was 13, my mom’s CPA taught me how to maintain Mom’s monthly accounting; this priceless knowledge would save Mom a ton of money and was a great experience for me… especially when she got audited by the IRS and I was able to prove THEY OWED HER money! An accountant was born.


August Birthdays

Trent Beck

Erik Boland

Doreen Caudell

Brandon Crane

Jaime Filer

Vera Hatch

Kyle Hunter

Nicholas Jeffries

Laurie Kemp

Christy Lai

Lindsey Lanier



Daina Lecuona

Angelika Lopez

Perry Mallet

Linda McElhaney

Danielle McLean

Gary Morris

Anthony Nakonechnyj

Lance Olson

Christie Ruggiero

Kerry Rydman

Josh Sabet

Best Wishes,

Team KH CPA

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