KHCPA Client Portal

At Kristina Helferty, CPA, we offer each of our clients convenience and invaluable security through our client portal.

All you have to do is visit www.helfertycpa.com, click on the client portal, and create a username and password.

In order to keep client information safe, we also ask for a third verification method - you just need to input your cell phone number! An access code will then be sent straight to you. After that's done, you're in!

Our client portal has plenty of features such as accompanying tours that summarize all of its capabilities; once you start filling out forms or uploading documents, notifications are immediately sent right to us! Everything is fast, easy, and secure when using our client portal.

What to Bring to a Tax Appointment

• W2
• 1099MISC, NEC
• 1099INT
• 1098 mortgage interest
• 1099DIV
• College tuition – 1098T
• IRA info. 1099 consolidated
• New baby? Need social security & date of birth
• New marriage? Need spouse's personal info
• Expect a refund? Need updated direct deposit

If you are not taking the standard deduction, we will need qualifying expenses:

Medical | Charity | Real Estate Rax | Gambling Loss | Mortgage Interest

Calling All Superheroes!

Guardians of the Tax Season Party

Put on your capes and masks and join us to celebrate the end of tax season with mimosas, nosh, games and Team KHCPA swag — it’s time to meet your tax superheroes!

And remember to dress like your favorite superhero so you can save the day with us!

We can't wait to see you at our end-of-tax-season bash!

The only question is... what superhero will you be?

• When: April 28th, 9 AM - 12 PM
• Where: The Tax Cave! 2715 Cypress Drive, Clearwater (a.k.a. our office)

Did you know...

Our client center is accessible 24/7 and can be accessed through our website under the “client portal” tab. You can begin to upload your 2022 tax documents. We will receive a notification once uploaded and reach out to you with any questions.

We would love it if you could take some time from your busy schedules and leave a review of our accounting firm services! Sharing your experiences about us helps us serve other clients better in the future. This would make February a very special month. 😉

March Birthdays

Happy, happy birthday, everyone!

Deidre Fernald

Joseph Diebold

Volker Mulling

Alissa Edgmon-Diaz

Harriram Seepersad

Dawn Livingston

Paula Guerrero

Madeline Rogers

Zachary Gonzalez

Ryan Edman

Michael Jeffries

Carlos Quesada

Laura Stenchever-Lush

Jeff Jones

Samantha Crane

Richard Hunter

Jessica Veguez

Matthew Ecclesiastre

Melinda King

Andrew Caudell

Gary Morris

Penny Rodgers

Alexea Burrell

HelfertyCPA.com