Business Details
50+ Years
experience
Certified Accounting & Tax Services in Houston, TX
Bailes Bates & Associates, LLP is a full-service CPA firm serving Harris County, Fort Bend County, and surrounding areas. Since 1971, our professional staff has served clients throughout metropolitan Houston, Texas, and internationally from our office in Fort Bend County. We provide all customary services expected of a progressive accounting firm, with a focus on understanding clients' current situations and helping them establish goals to achieve long-term success. Our team includes Certified Public Accountants, Certified Valuation Analysts, and Certified Financial Planners who bring decades of combined experience in tax planning, financial management, and litigation support. We prioritize integrity, communication, and personalized service, maintaining long-term relationships built on trust and mutual respect. Our professionals include former IRS agents and instructors admitted to practice before the U.S.Tax Court, ensuring expert-level tax planning and dispute resolution. We offer tailored solutions for individuals and small businesses, including asset management, estate planning, forensic accounting, and business valuation services. Our commitment to excellence extends to continuous learning and growth, ensuring we stay ahead of evolving financial landscapes. We provide audit, review, and compilation services with unquestioned integrity, alongside bookkeeping and controllership functions for small businesses. Our vision is to be the catalyst for positive change in clients' financial futures through strategic planning and exceptional service delivery.
Services
Business Valuations
Tax Planning
Financial Planning
Litigation Support
Accounting Services
Consulting
Details
- Year established: 1971
Highlights and features
- We have over 50 years of experience serving Houston businesses since 1971
- Our team includes CPAs, CVAs, and former IRS agents with specialized expertise
- We provide personalized financial strategies tailored to individual client needs
- Our professionals are admitted to practice before the U.S. Tax Court
- We offer comprehensive services from tax planning to litigation support
What people say
Saved money on refunds
Forward-thinking tax strategies
Responsive to questions
Exceptional service
Knowledgeable team
Services
Tax Planning
Our experienced professionals, including former IRS agents, provide strategic tax planning to minimize liabilities. We handle corporate and individual tax preparation, estate planning, and representation before the U.S. Tax Court. Our expertise includes entity selection, pension plans, and resolving IRS audits through offers in compromise.
Financial Planning
Certified Financial Planners help clients achieve long-term goals through personalized strategies. Services include retirement planning, investment analysis, risk management, and family business succession planning. We develop customized roadmaps for asset management and estate preservation.
Business Valuations
Certified Valuation Analysts provide accurate business valuations for mergers, acquisitions, and legal matters. We handle ESOPs, divorce cases, and estate tax valuations. Our analysis supports buy-sell agreements and ownership succession planning with precise market assessments.
Litigation Support
CPAs offer expert testimony in financial disputes, including fraud investigations and bankruptcy cases. We analyze lost profits, contractual disputes, and employee theft matters. Our services support divorce proceedings, forensic accounting, and tax law controversies.
Accounting Services
We provide audit, review, and compilation services with integrity and business acumen. Our team handles bookkeeping, cash flow projections, and internal control reviews. We offer controllership functions and payroll processing support for small businesses.
People
J. Raleigh Bailes
CPA, PFS, CVA
With over 40 years of experience, Mr. Bailes specializes in business valuations and tax planning. He holds multiple certifications including Certified Valuation Analyst and Personal Financial Specialist, providing expert guidance to Houston businesses since 1971.
Robbie L. Bates
CPA
Bringing decades of accounting expertise, Mr. Bates focuses on financial planning and consulting services. His experience spans corporate tax strategy and small business advisory, supporting clients through complex financial challenges with practical solutions.
Raleigh Bailes Jr.
CPA, CFP
Certified Financial Planner with specialization in retirement planning and estate management. He combines accounting expertise with investment strategy to help individuals achieve long-term financial security through personalized planning approaches.
Jennifer Esch
CPA
Experienced in tax compliance and business advisory services, Ms. Esch works with small businesses on financial reporting and strategic planning. Her focus includes entity selection and tax optimization strategies for growing companies.
Bill Kendall
CPA
Specializes in litigation support and forensic accounting. With extensive courtroom experience, he provides expert testimony in financial disputes and conducts thorough analysis of complex accounting issues for legal proceedings.
Questions
What accounting services do you offer?
We provide audit, review, and compilation services, along with bookkeeping, cash flow projections, and internal control reviews for businesses of all sizes.
Do you specialize in small business tax planning?
Yes, we focus on tax planning for small businesses, including entity selection, IRS audit representation, and strategies to minimize tax liabilities.
Can you help with business valuations?
Our Certified Valuation Analysts provide accurate business valuations for mergers, acquisitions, estate planning, and legal matters with proven expertise.
Do you offer financial planning for individuals?
Yes, our Certified Financial Planners help individuals with retirement planning, investment strategies, and estate management tailored to personal goals.
What sets you apart from other CPA firms?
We combine decades of experience with personalized service, maintaining long-term relationships through integrity, communication, and tailored financial solutions.
