BENEFICIAL OWNERSHIP INFORMATION

BOI



ABOUT BATES, CARTER & CO., LLP

BatesCarter is a full-service firm founded in 1962, offering traditional accounting, tax and audit services, enhanced with a range of advisory, valuation and consulting services. Our clients are closely held businesses, not-for-profit organizations, government entities and individuals. We are uniquely experienced and trained to assist clients at every stage of growth, helping them reach their goals and build value, now and in the future.

Like you, we are business people, so we share the same challenges and face the same decisions you do. We know that the financial decisions you make today will shape your future. For that reason, we are dedicated to doing our very best for you every day. As trusted advisors we know that you rely on us for timely, relevant guidance.

We look forward to helping you move forward with confidence. We look forward to exceeding your expectations. Always.

60 Years of Exceeding Expectations

Click to read 60th Anniversary magazine

MISSION STATEMENT

To improve the quality of life of …

  • Our Clients, by enhancing wealth and facilitating achievement.

  • Our Team Members, by offering challenging career opportunities and a family-friendly culture.

CORE VALUES

BatesCarter will always perform your accounting and business advisory needs with our Core Values in mind.

  • Integrity
  • Trustworthy
  • Discretion
  • Strong work ethic
  • Client service
  • Technical competency
  • Friendliness
  • Objectivity
Why BatesCarter

BatesCarter has a depth of knowledge that many accounting firms cannot match. From taxation and advisory to audit and assurance we have purposefully structured our business to ensure that each client receives the attention of our firm's partners no matter what the need is.