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About

Cathy Ann Helmstadter & Associates CPAs is a CPA firm in Palm Desert, CA, serving tax and accounting needs in the Coachella Valley. The firm works with businesses, individuals, and nonprofits, with services that support both recurring compliance work and planning needs.

Its service areas include tax planning and tax services, accounting, bookkeeping, payroll, sales tax returns, and financial statement services. The firm also describes advisory and consulting support for business planning, individual planning, and retirement planning, helping clients organize financial information and make informed decisions based on their circumstances.

  • Tax services and tax planning
  • Accounting, bookkeeping, and payroll services
  • Financial statement and sales tax services
  • Business, individual, nonprofit, and out-of-state return support

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Services

Accounting services

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Financial statements

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Bookkeeping services

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Payroll services

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Sales tax

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Tax planning

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Tax services

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Service areas

Coachella Valley

Credentials

CPA

Client types

BusinessesIndividualsNonprofits