Business Details
11 Years
experience
Trusted Accounting and Tax Services in New Orleans
At Whiteside Bates CPA, we combine decades of industry experience with a commitment to personalized service. Our team of certified professionals specializes in accounting, tax planning, and estate strategies for individuals and businesses across the Gulf Coast region. With roots in the IRS and Big Four accounting firms, our leadership brings textbook knowledge and real-world expertise to every client engagement.We prioritize year-round client communication, regulatory compliance, and tailored financial guidance to help clients navigate complex tax environments. Our focus on accessibility and technical proficiency has earned us the trust of over 100 clients in diverse industries including hospitality, healthcare, and legal services.
Services
Accounting Services
Estate Planning
Tax Services
Business Consulting
QuickBooks Support
Details
- Year established: 2015
Highlights and features
- Decades of combined experience in accounting and tax services
- Personalized financial guidance tailored to unique client needs
- Expertise in complex tax planning and compliance
- Commitment to ongoing education and industry standards
- Dedicated to timely, responsive service for all clients
Services
Tax Services
Our tax professionals specialize in minimizing liabilities through strategic planning and compliance. We handle federal, state, and local tax returns for individuals, businesses, and nonprofits while staying current with evolving regulations. Our approach combines textbook accuracy with real-world experience to optimize client outcomes.
Estate Planning
We help clients preserve wealth through comprehensive estate plans including wills, trusts, and succession strategies. Our team addresses asset distribution, tax implications, and family business transitions while ensuring compliance with Louisiana's unique legal framework.
Accounting Services
From bookkeeping to financial statement preparation, we provide GAAP-compliant accounting solutions. Our services include payroll processing, cash-flow analysis, and accounting software implementation tailored to small-to-mid-sized businesses across multiple industries.
Business Consulting
We offer expert guidance on business structure, tax implications, and operational efficiency. Our consulting services cover budget analysis, software selection, and compliance strategies to support growth and regulatory adherence for companies in diverse sectors.
QuickBooks Support
Our QuickBooks Pro Advisors provide implementation, training, and troubleshooting services. We help businesses optimize accounting workflows using platforms like QuickBooks Enterprise and Online while ensuring seamless integration with industry-specific software.
People
Bates H. Whiteside
Certified Public Accountant
Former IRS Revenue Agent and Big Four consultant with over 30 years of experience. Specializes in tax compliance, business succession planning, and regulatory guidance for Gulf Coast businesses.
Jason G. Simms
Certified Public Accountant
Tax code and technology specialist with expertise in business consulting and QuickBooks solutions. Holds an MBA and has served Gulf Coast clients for over a decade, focusing on tax planning and financial strategy.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and software implementation tailored to small businesses' needs.
How can estate planning benefit my family?
Our estate plans ensure asset protection, minimize tax liabilities, and create clear succession paths for family-owned businesses under Louisiana law.
Do you handle multi-state tax compliance?
Yes, we assist with federal, state, and local tax requirements including multistate planning and international tax obligations.
What industries do you specialize in?
We serve hospitality, healthcare, legal, manufacturing, and nonprofit sectors with industry-specific accounting and tax expertise.
Can you help with IRS audit representation?
Our team provides audit support and resolution services for IRS and state tax authority examinations.
Do you offer QuickBooks training?
Yes, our QuickBooks Pro Advisors provide implementation guidance and customized software training for businesses.
