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.

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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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TIPS, NEWS AND VIDEOS

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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