03/27/2026
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! 💜 🫂
