Business Details
Your Trusted Partner for Comprehensive Accounting & Financial Services
Chesteen & Associates has been delivering personalized financial guidance to individuals and businesses for years. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning. As a leading firm in Baton Rouge, we combine deep expertise, extensive experience, and a collaborative team approach to ensure every client receives meticulous analysis and attention. Our commitment to high standards, seasoned tax professionals, and unwavering work ethic have earned us a loyal client base.We prioritize open communication to understand client needs through thorough research and sound analysis, maintaining financial viability in the present while proactively addressing future goals. Our dedication to excellence and professionalism has solidified our reputation as a trusted partner in the local business community, with clients returning year after year for our competent and timely advice.
Services
Tax Preparation
Financial Planning
Business Accounting
Estate Planning
QuickBooks Services
Retirement Planning
Wealth Management
Forensic Accounting
Highlights and features
- We employ experienced Certified Public Accountants with local market expertise.
- Our personalized service combines strategic tax planning and financial analysis.
- We offer comprehensive solutions spanning accounting, auditing, and business advisory.
- Our team maintains deep knowledge of industry-specific challenges for law firms, healthcare, and construction.
- We provide tailored QuickBooks setup, training, and optimization for small businesses.
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
- Certified ProAdvisor
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We maximize deductions and credits while minimizing liabilities through strategic planning. Our CPAs stay current with evolving tax laws to provide reliable, audit-ready returns tailored to each client's unique financial situation.
Financial Planning
We develop customized financial plans to help clients achieve short- and long-term goals. Services include retirement analysis, investment strategy reviews, and risk assessment. Our planners integrate tax considerations and estate planning to create holistic roadmaps for financial security across all life stages.
Business Accounting
Comprehensive accounting solutions for small businesses include bookkeeping, cash flow management, and financial statement preparation. We implement internal controls and budgeting systems to improve profitability while providing strategic tax planning and outsourced CFO services for operational growth.
Estate Planning
Our estate planning services coordinate asset distribution, tax minimization strategies, and succession plans. We collaborate with legal professionals to establish trusts, manage gift tax implications, and ensure smooth business transitions while preserving family wealth across generations.
QuickBooks Services
We offer QuickBooks setup, training, and system optimization for small businesses. Our Certified ProAdvisors configure customized chart of accounts, streamline financial processes, and provide ongoing support to ensure accurate record-keeping and informed business decision-making.
People
H.E. Chesteen II
Managing Partner
Certified Public Accountant with decades of experience in tax strategy and business advisory. Holds an MBA and specializes in serving Louisiana-based businesses through personalized financial solutions.
Thomas Beck
Partner
CPA with expertise in audit services and financial statement preparation. Provides strategic guidance to healthcare and construction industry clients, combining technical knowledge with practical business insights.
Rhonda Gourrier
Partner
Specializes in tax planning for high-net-worth individuals and estate preservation strategies. Brings 20+ years of experience in complex tax return preparation and compliance matters.
Kim Nijoka
Manager
Manages accounting operations for corporate clients, focusing on internal controls and financial reporting. Expertise in QuickBooks implementation and small business financial systems optimization.
Anna Trammel
Manager
Provides wealth management solutions integrating tax planning and investment strategy. Works closely with retirees and pre-retirees to develop sustainable income distribution plans.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, cash flow management, budget forecasting, and outsourced CFO services tailored to small business needs.
How can you help with retirement planning?
Our retirement planning includes budget analysis, Social Security optimization, risk assessment, and distribution strategies to ensure financial security in retirement years.
Do you offer QuickBooks support?
Yes, we provide QuickBooks setup, training, system tune-ups, and ongoing support to help businesses effectively manage their accounting operations.
What tax services are available for individuals?
We offer comprehensive individual tax preparation, audit representation, and year-round tax planning to minimize liabilities and maximize refunds.
How do you approach estate planning?
We coordinate with legal professionals to create customized estate plans including trusts, gift tax strategies, and business succession plans to preserve family wealth.
