Kevin Helmers

Kevin Helmers

513.241.3111Email
Expertise

Professional Summary

Kevin is responsible for all aspects of tax compliance and planning strategies for pass-through entities, C-corporations, individuals, and trusts to minimize clients’ overall tax burdens and tax risks. He specializes in serving small to large clients in the construction and real estate industries. He has significant experience with tax compliance and complex real estate transcations including 1031 exchanges. Additionally, he has experience with large investment partnerships, smaller to mid-sized manufacturing companies, law firms, and wealth management.

Kevin focuses on helping his clients manage their tax affairs in coordination with their personal and business strategies. He provides quality tax compliance, and responsive communication and consulting.

Education:

  • BS, Accounting, The Ohio State University

Certifications & Licensure:

  • CPA – State of Ohio

Professional Affiliations:

  • American Institute of Certified Public Accountants

  • Ohio Society of Certified Public Accountants