Business Details
37 Years
experience
Your Trusted Indianapolis Accounting Partner
Founded in 1989, J R Helms & Associates is a full-service accounting, tax, and business consulting firm based in Indianapolis, Indiana. We serve clients nationwide across industries including real estate, construction, and professional services. Our team combines decades of experience with innovative solutions to ensure accurate financial management, tax compliance, and strategic growth for individuals and businesses. With a focus on personalized service, we prioritize understanding each client's unique needs to deliver tailored solutions. Our expertise spans tax preparation, IRS representation, QuickBooks setup, payroll services, and business consulting.We are committed to helping clients navigate complex financial landscapes while maintaining transparency and ethical standards. Our team includes certified professionals such as CPAs, CGMAs, and QuickBooks ProAdvisors. We emphasize proactive financial planning to minimize tax liabilities and maximize profitability. Our client-centric approach ensures that businesses receive the support needed to focus on their core operations. With over three decades of experience, we have built a reputation as a trusted partner for financial success.
Services
Tax Preparation
Tax Planning
IRS Representation
QuickBooks Setup
Payroll Services
Business Consulting
Financial Statement Preparation
Details
- Year established: 1989
Highlights and features
- We offer over three decades of experience in accounting and tax services.
- Our team includes certified professionals with specialized expertise in tax strategy.
- We provide personalized solutions tailored to each client's unique financial needs.
- Our nationwide service ensures accessibility for businesses beyond Indianapolis.
- We prioritize proactive financial planning to minimize tax liabilities and maximize growth.
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Indiana CPA Society (INCPAS)
- National Society of Accountants (NSA)
- Certified Public Accountant (CPA)
- Chartered Global Management Accountant (CGMA)
- QuickBooks ProAdvisor
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filing of individual and business tax returns. We specialize in identifying legal deductions to minimize liabilities while maintaining compliance with federal and state regulations. Clients benefit from our expertise in navigating complex tax codes and leveraging strategic planning opportunities.
IRS Representation
We provide professional representation for IRS audits, debt settlements, and lien/levy protection. Our team negotiates with tax authorities to resolve disputes and reduce liabilities through programs like Offer in Compromise. Clients receive guidance to safeguard assets and achieve compliant resolutions for outstanding tax issues.
QuickBooks Setup
Our QuickBooks services include initial setup, system resets, and staff training to optimize financial tracking. We implement customized configurations for accurate bookkeeping and reporting. Businesses gain streamlined processes to improve cash flow management and decision-making through organized financial data.
Payroll Services
We handle payroll processing, tax filings, and compliance reporting for businesses of all sizes. Our services ensure accurate employee payments, tax withholdings, and regulatory adherence. Clients receive support for year-end reporting and integration with accounting systems to maintain financial consistency.
Business Consulting
Our consulting services focus on strategic planning, cash flow management, and operational efficiency improvements. We assist with entity structure optimization, succession planning, and internal control systems. Businesses receive actionable insights to enhance profitability and long-term sustainability through data-driven financial analysis.
People
John R. "Rusty" Helms
President
With over 30 years of experience, John "Rusty" Helms is a CPA and CGMA who founded the firm in 1989. He specializes in tax strategy and business consulting, combining public accounting and private sector expertise to deliver comprehensive financial solutions for clients nationwide.
Robert Helms
Director of Firm Operations
Robert Helms brings over a decade of accounting experience to his role, focusing on business systems and compliance. A Certified QuickBooks ProAdvisor, he helps clients implement technology-driven solutions while maintaining active community involvement through youth sports coaching.
Questions
What tax deductions do small businesses often miss?
Commonly missed deductions include home office expenses, vehicle mileage, retirement plan contributions, and qualified business income deductions. Our team identifies all eligible savings opportunities during tax preparation.
How can changing business entity reduce tax liability?
Electing S-Corp status can reduce self-employment taxes by separating salary from distributions. We analyze your specific situation to determine if entity restructuring provides tax benefits.
What QuickBooks services do you offer?
We provide setup, system resets, staff training, and ongoing support to optimize QuickBooks for accurate financial tracking and reporting tailored to your business needs.
How do you handle IRS debt resolution?
We negotiate IRS debt settlements through programs like Offer in Compromise, protect assets from liens/levies, and implement payment plans to resolve tax liabilities legally and ethically.
What financial planning services are available?
Our services include cash flow management, retirement planning, business succession strategies, and tax-efficient investment analysis to help clients achieve long-term financial goals.
Reviews (7)
Kevin Perry
Mar 09, 2022
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We have been with J.R. Helms and Associates since 1999. Rusty and now Robert have helped guide us through the founding, operation and sale of one business over 17 years and now guide and assist us in a business that came out of that. They continue to offer sound, consistent advice that help keep us pointed in a positive direction. The Helms cost/value position has always been spot on!
Ray Podesta
Oct 31, 2021
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Absolutely great service and value. If you're a real estate agent, I would highly recommend them! Looking forward to the future and peace of mind of having my taxes done correctly!
Author Powell
Sep 20, 2021
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Again, JR Helms has performed accurately and quickly for us. They have been consistent with friendly and professional service for more than 10 years now. If you're searching for business or personal financial advice and tax preparation, give the Helms company a shot. A++
Jason Rose
Aug 12, 2021
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I hate everything to do with accounting except this group! I love this group! They tell me what to do and I do it. They are empathetic as well as pro active. So glad they love their jobs!
Nancy Cotterill
Jun 09, 2021
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We have used J.R. Helms & Associates for years. They are always ready to answer tough questions and are constantly updating information to better serve their clients. I have recommended them many times and all who have used their services feel the same.
Costa Walker
Mar 28, 2021
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My wife and I were really worried when the IRS determined that we should give them about $20,000. In all fairness, our accounting was sub-par, but Rusty somehow untangled the mess and represented our side of the equation in a very fair and sensible way. We're just regular people, but they never failed to treat us like we were important to them. We will never go anywhere else and we will go there from now on for all of our accounting and tax needs.
Perumal Krishnan
Mar 26, 2021
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We have been availing the services of J.R. Helms & Associates for the past 23 years to get our tax returns done promptly and properly at all times. Besides, we consult with him for all our personal financial matters also. We are ever so grateful for their continued help, support and guidelines over the years. As such, we would strongly recommend them to anyone who needs help with their financial and business matters. They are really GREAT.
