David Helm

Partner

1995 to Present
Email David Helm

Experience

Mr. Helm is a California Certified Public Accountant and a partner with VTD.  He serves as the practice group chair of the Firm’s tax practice and his specific expertise is with individual, partnership and corporate tax compliance and planning.

Prior to joining VTD, Mr. Helm was a senior tax manager with one of the international “Big 4”  accounting firms where he served a variety of clients generally concentrated in the manufacturing, real estate, retail and distribution industries.  Mr. Helm also spent two years in Montreal, Quebec, Canada assisting Canadian and U.S. Corporations with cross border transactions.

That level of experience has been further developed within his specialized practice providing tax planning strategies and advisory services for corporations, partnerships and sole proprietorships.  He has assisted his clients in the areas of mergers and acquisitions, tax resolution and multi state tax planning.

Mr. Helm’s client base includes the following:

  • Financial Institutions Real Estate & Construction Manufacturing
  • Distribution  Professional Athletes Retail
  • High Wealth Individuals Aviation

Affiliations

Mr. Helm is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CSCPA).

Education

Bachelor of Science, Accounting | California State University, Los Angeles