Business Details
35 Years
experience
Expert Accounting and Tax Services in New Orleans
At Whiteside Bates CPA, we combine textbook mastery of evolving tax codes with decades of real-world experience serving small-to-mid-sized businesses and individuals. Our team, led by Bates H. Whiteside, a former IRS agent and Big Four accountant, and Jason G. Simms, a tax code and technology specialist, delivers personalized financial guidance tailored to each client's unique needs. We specialize in accounting, estate planning, and tax services, with expertise in industries ranging from hospitality to healthcare.Our commitment to year-round client engagement ensures timely, compliant solutions that legally minimize tax exposure. With offices in New Orleans' Central Business District, we serve clients across the Gulf Coast region, prioritizing accessibility, regulatory adherence, and long-term financial success.
Services
Accounting Services
Estate Planning
Tax Services
Business Consulting
QuickBooks Support
Details
- Year established: 1991
Highlights and features
- We offer personalized financial guidance tailored to your unique needs
- Our team combines textbook accuracy with real-world experience
- We specialize in tax code compliance and business succession planning
- We serve diverse industries with localized market knowledge
- We prioritize year-round client engagement and regulatory compliance
Services
Tax Services
Our tax services combine deep knowledge of evolving tax codes with practical business experience to minimize liabilities. We prepare federal, state, and local tax returns while developing strategic plans to reduce future tax exposure for individuals and businesses across multiple industries.
Estate Planning
We create comprehensive estate plans including wills, trusts, and business succession strategies. Our approach ensures legal asset distribution while minimizing estate taxes through techniques like family limited partnerships and generation-skipping transfers for Louisiana residents.
Accounting Services
We offer full-cycle accounting solutions from bookkeeping to financial statement preparation. Our services include payroll processing, sales tax returns, and accounting system implementation using platforms like QuickBooks and Sage 50 for businesses of all sizes.
Business Consulting
Our consulting services focus on business succession planning, tax strategy optimization, and operational efficiency improvements. We help clients navigate complex transactions, structure acquisitions, and implement financial controls tailored to their specific industry needs.
QuickBooks Support
We provide QuickBooks setup, training, and troubleshooting for businesses transitioning to digital accounting. Our certified Pro Advisors ensure proper implementation of QuickBooks Enterprise, Online, and Premier versions to streamline financial operations and reporting.
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 individual and business tax planning. Focuses on accounting software implementation and compliance strategies for small-to-mid-sized enterprises across Louisiana.
Questions
What accounting services do you offer?
We provide full-service accounting including financial statement preparation, payroll processing, tax return preparation, and compliance services for individuals and businesses.
Do you specialize in any particular industries?
We serve diverse industries including hospitality, healthcare, legal services, construction, and nonprofit organizations across the Gulf Coast region.
What estate planning services are available?
Our estate planning services include will creation, trust formation, business succession planning, and strategies to minimize estate taxes.
How do you handle tax compliance for businesses?
We offer federal, state, and local tax return preparation, multistate tax planning, and representation before tax authorities for businesses.
Can you assist with accounting software implementation?
Yes, our team specializes in QuickBooks, Sage 50, and industry-specific software implementation and training for seamless financial management.
