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Our Firm

Photo - Scott Helfinstine, CPA, CFP Scott Helfinstine, CPA, CFP founded the firm in September 1982, after a five year career with a national CPA firm. Scott has actively worked with clients for over 30 years to plan for positive outcomes relating to accounting, income tax, and financial planning issues. His educational background includes a BS degree in accounting from Northern Arizona University in 1978 followed by a Masters of Business Administration degree from Arizona State University in 1995. In addition, Scott earned his Certified Financial Planner designation in 1992. His varied educational background gives him a broad perspective to resolve personal and business financial issues facing his clients.

Scott's mantra is “I don't like surprises." He prefers to work proactively with clients throughout the year and plan ahead for positive outcomes and avoid surprises.

In addition to serving clients, Scott has also served his community. His involvement with civic and volunteer organizations dates back to 1978 and includes coaching AYSO soccer, little league baseball, and girls softball, serving in leadership positions with the Arizona Society of CPAs, Prescott Preservation Commission, Prescott Sunrise Lions Club, Prescott Fines Arts Association, YMCA of Yavapai County, Prescott Open Trails Association, and the Prescott Valley Economic Development Foundation.

Scott is married to Nancy, a self-employed financial planner. Together, they enjoy riding quads, boating at Lake Powell, hiking, and scuba diving.

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Photo - Joey Jones, CPA, CGMA
QuickBooks Certified ProAdvisor - QuickBooks Online Certification QuickBooks Certified ProAdvisor - QuickBooks Certification
Joey Jones, CPA, CGMA graduated from Bradshaw Mountain High School in 1988 and from Grand Canyon University in 1992 with a degree in Accounting. After college she worked as an internal auditor for a car rental agency, various positions in the construction industry, as a full-charge bookkeeper for a Flagstaff CPA firm, and later with the Fain Signature Group.

She accepted an accounting position with the Helfinstine & Associates team in September 2002, pursued other opportunities from May 2006 to December 2010, and returned in early 2011. Joey's responsibilities include financial statement preparation and income tax preparation for individuals and all types of businesses. She is a Certified QuickBooks Pro Advisor and excels at consulting for QuickBooks accounting systems.

Joey resides in Prescott Valley and has enjoyed long-term involvement in the community while raising her son and daughter.

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Photo - Beth Turner Beth Turner joined the firm in February 2013 as a QuickBooks accountant and income tax preparer. She has experience in various aspects of accounting including: CPA firms, manufacturing, construction, government, and non-profit organizations.

Her educational background includes a Bachelor of Science degree in Accounting from MacMurray College in Illinois in 1984 followed by a Master of Business Administration from Eastern New Mexico University in 1994. Beth's enjoys performing a wide variety of services including bookkeeping, sales tax and payroll tax preparation, and preparing individual and business tax returns.

Beth is very involved in the community, previously serving as Treasurer for Coyote Springs Elementary School PTO from 2002-2006; Treasurer of Glassford Hill Middle School PTSO from 2006-2010; Treasurer of Boy Scout Troop 7007 from 2006-2009. Currently, Beth serves as Treasurer of Bradshaw Mountain High School Connection, a 501(c)(3) parent volunteer organization at Bradshaw Mountain High School. She also volunteers at Heights Church teaching three year olds on Sunday mornings.

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Photo - Kent Thomas Kent Thomas, EA, CPA candidate and his wife JoAnn moved from Maryland to Dewey in 2005. Kent has a varied background that has allowed him to experience life from differing perspectives. Following his tour of duty in the United States Marine Corps, he returned to Maryland where over the next 20 years he founded and ran a successful restaurant then a mortgage business. During this time Kent became keenly aware of the many financial needs of the Small Business Owner.

After relocating to Arizona he returned to the academic life for the next four years earning dual degrees in Accounting and Finance from Northern Arizona University. By combining his past experience as a small business owner and his formal education, Kent is poised to provide hands on assistance to other small business owners in the Tri-City area. He is currently a licensed Enrolled Agent of the Internal Revenue Service and is actively pursuing his CPA designation.

JoAnn is employed as a Registered Nurse with Good Samaritan Society in Prescott Valley. They are both avid outdoor recreationalist enjoying camping and hiking. Kent also enjoys golf and fishing, and JoAnn is an aspiring artist who enjoys drawing landscapes.

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Photo - Autumn Summerfield Autumn Summerfield joined Helfinstine & Associates in May of 2002 and has served as our Administrative Office Manager for her entire tenure with our firm. Her range of services include running our Administration Department, providing numerous services and assistance to our clients and accountants, making sure all of their needs and concerns are met, serving as liaison with our IT director, maintaining our time and billing system, scheduling appointments, and processing our clients' tax returns and financial statements.

She has over 40 years of experience in multiple office environments giving her a vast understanding and knowledge in all aspects of office roles and management.

Autumn has lived in Prescott for 30 years. Her hobbies include gardening, hiking and kayaking and she is also a locally known mixed media fiber artist.

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Photo - James Helfinstine, CFS James Helfinstine, CFS "I am simply one of the luckiest guys around with such treasures in my life that include a great wife, two beautiful daughters, family, loyal friends and a satisfying, fulfilling business career."

Jim manages the Financial Planning segment of Helfinstine & Associates. He is a Certified Funds Specialist, which defines his mutual funds expertise. Jim holds Series 7, Series 24 (Registered Principal) and Life & Variable Annuity licenses. Jim has worked in the Investment and Financial Planning business since 1994.

Jim, his wife Mariann and two daughters (Paige and Janie) have lived in Prescott since 1997. Jim is very active and when not conducting business he is very involved in family activities that included coaching of his daughter's softball and soccer teams. Additionally Jim enjoys boating/skiing at Lake Powell with family and friends as well as tennis exercise and golf.

Jim's community service include eleven years in the Kiwanis Club of Prescott of which he was a past Board Member. He is a former Marine having served in The Gulf War (Desert Storm). Jim graduated from ASU with a Bachelor of Science Degree in 1990.

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Photo - Mike Helfinstine Mike Helfinstine Graduated from Central High School in Phoenix and received a BA in history from Arizona State University in 1987. He spent 20 years in the construction business primarily in home remodeling.

Mike joined LPL Financial in 1993 specializing in mutual funds and affiliated with National Planning Corporation in June of 2012.

He coached girls' softball for 13 years and has 2 adult daughters who are both RN's. In his spare time he enjoys home remodeling and fantasy football.

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Photo - Sue Tasso Sue Tasso is our Financial Planning Assistant and supports Mike and Jim in serving financial planning clients. She works closely with our Broker/Dealer and Investment Companies to ensure that all accounts are properly registered and in compliance with government regulations. She previously worked in the Title industry.

Sue is originally from Michigan and has lived in Arizona since 1978. She has one daughter and enjoys the outdoors, especially camping and kayaking.

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1565 Plaza West Drive
Prescott, AZ 86303
P: 928.778.6760
F: 928.778.5697
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