Some Interesting Facts About Us

We deliver only premium quality comprehensive services to our clients. This is one of the highest priorities of our company.

Satisfied Clients
Years of Professional Experience
Client Retention

What we offer

Trust & Estates

We understand that estate planning is a critical and sensitive process in preserving your hard-earned assets. Let our team handle all your trust and estate services.

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Tax Services

Our tax practice offers a complete range of tax services, including in-depth knowledge of individual, corporate, partnership and fiduciary taxes.

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Accounting Services

We provide a wide range of accounting services to our clients, from advising our clients’ controllers to preparing a financial statement from bank statements and check registers.

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Payroll Services

Are you tired of the impersonal customer service from the big payroll companies? Let Helfman, Davis & Clanton handle all your payroll services needs.

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News & Resources

CPA Accounting & Adviser News: Robert Clanton Rejoins Paul Helfman & Scott Davis

In Orange County CPA accounting and financial news, dual registered adviser and CPA Robert B. Clanton is rejoining his former partner Paul Helfman.

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IRS tax-free IRA distribution available through Dec. 31

Certain owners of individual retirement arrangements have a limited time to make tax-free transfers to eligible charities and have them count for...

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Understanding Your IRS Notice or Letter

If the IRS asks for a response within a specific timeframe, you must respond on time to minimize additional interest and penalty charges or to preserve...

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