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Individual

Bates, Chamberlain & Associates, LLC provides a wide range of services for individuals and we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our individual services include:


Tax Preparation and Planning

At Bates, Chamberlain & Associates, LLC, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow, and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices. We focus on more complex returns including issues such as multistate, individuals living outside of the United States, self-employment, rental properties, and more.

Financial and Retirement Planning

At Bates, Chamberlain & Associates, LLC, our goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as college education funding, retirement plans, insurance, and tax, estate, and business succession planning. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Personal Accounting Services

It has become evident that individuals face a greater number of challenges and obstacles as they attempt to control and organize their financial affairs. Increasing demands at the work place, accompanied by the desire to increase family and leisure time, has decreased the amount of available time for managing personal finances. To assist you in dealing with these challenges, Bates, Chamberlain & Associates, LLC offers a Personal Accounting Service that can be customized to meet your unique needs. Whether your desire is to have periodic financial statements that you can use as a base and sounding board for making financial decisions or you wish to be relieved of the day-to-day task of paying bills, we can assist at either level or anywhere in between.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you find with our firm will put many of your worries at bay.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. At Bates, Chamberlain & Associates, LLC, we will work with you and /or your legal advisors to help you navigate the complex and shifting tax laws to facilitate the transfer of assets so that your beneficiaries realize the maximum value of your estate. Everyone should have a well thought out plan for disbursing one's estate in order to avoid complications and ensure that wishes are followed. Having your taxes and estate thoroughly and carefully planned will minimize complications during a time of loss.

Debt and Finance Advising

Bates, Chamberlain & Associates, LLC can assist you in sorting out the different options available for debt management and financing that will focus on your desired outcome. Whether you are concerned about improving cash flow, reducing the debt term or improving other terms such as financial covenants or guarantees, we will help you achieve your goal. Re-balancing your debts may even result in tax savings.


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