Kristina Helferty, CPA

🏠️ FDOR Rental Tax Exemption Update for Long-Term Stays, please contact us today if you are a residential rental!

Another year around the sun for the KHCPA building 🏢✨

It’s hard to believe how much has changed since the day we first closed on this office. What felt like such a huge leap of faith at the time has turned into one of the greatest blessings for our team and business.
Since then, we’ve grown in so many ways, adding incredible team members, expanding our office space, serving more amazing clients, and continuing to build a culture we’re truly proud of.
Every time I walk through these doors, I’m reminded that dreams really do grow one step, one relationship, and one busy tax season at a time.
To our team, clients, friends, and supporters: thank you for being part of this journey. And special recognition to Koda for years of dedicated office supervision 🐾
Cheers to the memories we’ve made here and to all that’s still ahead for Team KHCPA!

🚨 IRS Notice in your mailbox? Don’t panic… and don’t start stress-eating snacks just yet. 🍪😅

Happy Small Business Week! 💜

At Kristina Helferty CPA, we’re proud to be a women-owned business rooted right here in Dunedin, FL. Supporting local businesses, building meaningful relationships, and helping our clients thrive is at the core of everything we do.

Small businesses are the heartbeat of our community, and we’re grateful to be part of such a passionate and inspiring network of entrepreneurs and dreamers. Thank you for trusting us and growing alongside us!

After a long and busy tax season, Team KHCPA is taking a short break to recharge 💜
Our office will be closed on Friday, April 17th, and will reopen on Monday, April 20th.
We truly appreciate all our amazing clients for your patience and support throughout this season, it means so much to us! We’ll be back refreshed and ready to assist you soon.
Thank you again, and we hope you all enjoy a safe and relaxing weekend!

📣Today's PSA....banks make mistakes! ALWAYS ALWAYS double check everything that goes in and out of your bank account.

As we head into the final days of tax season, this one gave us a good laugh and maybe feels a little too relatable 😄💸
“Like the sign says… it’s all THEIRS.”
In all seriousness, we know this time of year can be stressful. If you’re still gathering documents or have last-minute questions, you’re not alone, we’re here to help make the process as smooth as possible.
Please email Colleen at [email protected]
Wishing everyone a strong finish to the season and (hopefully) a nice refund!

𝟭𝟯 𝗬𝗲𝗮𝗿𝘀 𝗦𝘁𝗿𝗼𝗻𝗴 💼✨
Thirteen years ago, in the middle of one of the most demanding times of the year, Kristina Helferty took a bold step and launched her own firm, right in the heart of tax season.
No waiting for the “perfect” moment. Just determination, passion, and a clear vision to do things differently.
What started as a leap of faith has grown into something so much bigger than an accounting firm.
It’s a place where clients feel heard, supported, and confident in their financial path.
A place built on trust, transparency, and a genuine commitment to people.
Over the years, this journey has been filled with long nights, complex challenges, and countless client victories.
Through it all, one thing has remained constant: a dedication to showing up, solving problems, and making the numbers make sense!
To our incredible clients we thank you. Your trust, loyalty, and stories are what make this all worthwhile.
You’re the reason we continue to grow, improve, and push forward every single year.
Congratulations, on 13 years and to many more! 💜 🫂

Happy Friday, everyone!

We’re in the final weeks of tax season, and if you’ve been wondering, “Where’s my refund?” you’re not alone.
Checking your refund status is quick and easy. Just make sure you have the following information ready:
• Your Social Security number
• The tax year you’re inquiring about (2025)
• Your filing status (Married Filing Separately, Married Filing Jointly, Single, or Head of Household)
• The exact refund amount you’re expecting
Keep in mind: the IRS updates refund statuses only once per day, so there’s no need to check more frequently.

Business taxes are done ✔️
On to 1040s 👍