Temporary Halt on Employee Retention Credit (ERC) Processing!

We wanted to keep you in the loop with some important updates that might affect your financial planning and decision-making in the near term. There's been a significant change regarding the Employee Retention Credit (ERC) processing by the IRS, and here’s a quick rundown of what’s happening:

• Pause on ERC Processing: The IRS has stopped new Employee Retention Credit (ERC) processing effective 9/14.
• Duration: This halt continues until after 12/31, with no set resumption date.
• Purpose: Aimed at protecting taxpayers from scams and questionable claims.
• Refund Delays: Expect ERC refund delays to extend into mid-2024 due to this pause.
• We’ve Got Your Back: We are here for support and updates during these changes.

For more information, please visit this website.

Exclusive Perk for Suncoast NPI Members: Unlock Free QuickBooks Knowledge! [$350 Value]

WHEN: FRIDAY, OCTOBER 20 @ 1:30 PM

Hey, Suncoast NPI rock stars! We’ve cooked up something special just for you! Ready to transform those QuickBooks queries into mastered skills? Dive into this exclusive offer:

• Specially Crafted Offer: Available only to our esteemed Suncoast NPI Members!
• Zero Cost, Maximum Learning: Engage in a 2-hour QuickBooks Training Session absolutely FREE!
• Expert Guidance: Learn directly from the seasoned pro, Kristina Helferty, CPA. She’s here to turn those financial frowns upside down!

Easy RSVP: A simple click to email Melissa at Admin@helfertycpa.com, and you’re on board for a session of fun learning! We will email you the Zoom link the day before the training!

But wait! This just in!

QuickBooks Training Now Open to the Public at a 50% Discount! Simply email Melissa, and she will get you registered!

Spotlight On Success:

Finalist Status in Creative Loafing’s Best of the Bay 2023! 

We’re bubbling with excitement and couldn't wait to share some sparkling news with our incredible community! It's official: we have been honored as a finalist in the illustrious Creative Loafing’s Best of the Bay 2023 Awards!

This delightful milestone isn’t just ours—it’s yours too! Each nod of trust and wave of support from you has been instrumental in crafting this success story. Our finalist status is not just a feather in our cap but a glowing testament to the unyielding commitment we mutually have toward excellence and unparalleled client satisfaction.

To our wonderful clients who inspire us daily and the dedicated team members who pour their talent and passion into every task—this recognition is a salute to your belief and dedication. In your unique way, you all contribute to making us stand tall and proud in the arena, making us winners each day!

Thank you!

Thank you, Thor L!

Kristina Helferty, CPA, has been doing my taxes for years now and is always available to take my calls and answer my questions. A very nice, knowledgeable, and professional group of people.

October Birthdays

Happy, happy birthday, everyone!

Melinda Abbitt

Eden Chaney

Justin Clark

Jodi Costa

Christoph Doderer

Ricardo DonAlexis

Susan Fredenburg

Ben Green

Brian Hassenplug

Ron Helferty

Joy Hillary

Tami Jones

Rachel Martin

Candido Matias

Jared McLean

Joshua Merklinger

Martha Michael

Peentz Olson

Rebekah Rodgers

Linda Rydman

Nancy Sadler

Traci Schluer

Linda Schumacher

Victoria Waltz

Guy Wells

Woodrow Wilson

Our client portal has plenty of features such as accompanying tours that summarize all of its capabilities. Everything is fast, easy, and secure when using our client portal.

Simply visit our website, click on the client portal, and create a username and password.

HelfertyCPA.com