Tax Services

Warehouse_district_davidohmerflikrAs New Orleans tax service providers, Whiteside & Simms serves a wide spectrum of clients. Whether you are running a family owned eatery in the French Quarter or working in the Port of New Orleans, Whiteside & Simms are able to assist with tax services including:

  • Business succession
  • Estate tax planning
  • Federal, State, and Local tax authority representation
  • International tax planning
  • Multistate tax planning
  • Preparation of sales and use tax returns

Whiteside & Simms offers tax services to a variety of individuals and businesses in the hospitality and entertainment industry, construction, healthcare, manufacturing, not-for-profit, legal and professional services, real estate, and wholesale/retail trade.


Bates, Jason and their team also engage in tax planning for:

  • Business acquisitions and dispositions
  • Structuring business transactions

Federal, State, and local tax return preparation can be performed for:

  • Individuals
  • Businesses
  • Not-for-profits (nonprofits)

The CPAs, CFPs, and MBAs on staff are members of the American Institute of Certified Public Accountants (AICPA) and the Society of Louisiana Public Certified Public Accountants (LCPA). They regularly attend conferences and training to remain compliant and knowledgeable of industry practices and standards. Their on-going education allows Whiteside & Simms to best serve their more than one hundred clients.

Whiteside & Simms prides itself on the focus of timely responsive services, attention to regulatory guidelines, year round client interaction and engagement, and helping clients legally reduce their overall tax exposure.