Associates

Margaret Burgess, Senior Accountant

Margaret is a licensed Enrolled Agent and has been certified since August 2002. She has over 24 years of experience in public accounting and tax. She joined our firm on January 1, 2016 through a merger with our firm and Clanton Financial group, of which she was an employee for 5 years. Prior to that, she was employed by Dilbeck, Sulistio & Company for 18 years.

She resides in Orange County and enjoys spending time with her family and her three grandchildren. Her weekly passions are attending church and jigsaw puzzles.

Samuel Helfman, Tax Manager

Sam joined the firm in December of 2018. He holds a bachelors degree from Ohio State in Business Administration and is in the process of earning his CPA license. He specializes in the preparation of corporate and partnership returns.

In his free time, Sam enjoys playing soccer and spending time with family and friends.

Kerri Juelfs, Full-Charge Bookkeeper

Kerri joined the firm in September of 2007. She holds a degree in Secondary Business Education with a minor in accounting. She assists our business clients with all their bookkeeping and payroll needs. She also provides support in tax preparation during tax season.

When not at the office, Kerri and her husband, Nathan, are busy chasing their four daughters in their many sports and activities. As a family, they enjoy camping and spending as much time together as their busy schedule allows.

Amber Barker, Office Manager and Notary Public

Amber joined Helfman, Davis & Schmidt in June 2014. In her role as office manager, she supports our clients by answering questions and fulfilling requests. She became a certified Notary Public in 2019 and is available to clients for notary signings.

In her free time, Amber enjoys reading, cooking, gardening and spending time with family.

Celanie Van Vuuren, Administrative Assistant

Celanie joined the firm in January of 2020. In her role at HDS, she assists our clients with their requests and supports the team. She and her family of four imigrated from South Africa in 2016.

When not at the office, Celanie and her husband are busy trying to entertain their two young children. They enjoy spending time outdoors at the beach and local parks.

Celanie is currently training to become a licensed Enrolled Agent for the firm.