Home / Professionals / Anna Helfen, CPA

Anna Helfen specializes in tax compliance and planning for exempt organizations. She has experience not just with annual federal and state tax reporting requirements but has also assisted with organizations obtaining or reinstating their tax-exempt status with the IRS. Anna has also assisted organizations with determining their exposure to unrelated business income tax and has helped develop best practices that conform to IRS rules and communicate the organization’s accomplishments more effectively to potential donors. When not assisting the firm’s not-for-profit practice, Anna also provides expert advisory services to closely-held small businesses and individuals.


Anna is a graduate of Wright State University and is a Certified Public Accountant. She is active in the community, giving talks about non-for-profit tax matters, and has served on various charitable boards.

Certifications & Licensure

CPA – State of Ohio

Professional Affiliations

American Institute of Certified Public Accountants Ohio Society of Certified Public Accountants

Community Activities

(former) Dayton Chapter American Red Cross Associate Board Member

Education

BS, Accounting, magna cum laude, Wright State University

Industry & Service Specialization

Tax Services Not-for-Profit Industry Group Healthcare Industry Group

Articles

From Anna

Article

2 Min Read

First Reports for the Restaurant Revitalization Fund (RRF) Grant Due Dec. 31

Article

5 Minutes

Restaurant Revitalization Fund Helps Many Businesses

Article

5 Min Read

Shuttered Venue Operators Grant Program to Start Accepting Applications April 8

Article

10 Min Read

Shuttered Venues Get Federal Assistance

Article

2 Min Read

Ohio AG Charitable Registration Moving to Online Payments

Featured Articles

Article

2 Min Read

Support your nonprofit’s financial plans with board designations

Article

2 Min Read

NFP Experts Discuss: How Should Our Nonprofit Handle Cryptocurrency Donations?

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2 Min Read

Tighten up billing and collections to mitigate economic uncertainties

Article

2 Min Read

Time to Increase Your Internal Audit Awareness

Article

2 Min Read

Companies continue to negotiate remote work options

Article

2 Min Read

No parking: Unused compensation reductions can’t go to health FSA

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