Brian Bates, EA, serves as Tax Manager at Coonrod & Associates P.C. He works with business owners to provide business consulting, accounting and payroll services, along with business, fiduciary and individual tax services.
Brian earned both his bachelor’s and master’s degrees in accounting from the University of Illinois Springfield. He has worked in accounting since 1999, has held the Enrolled Agent credential since 2004 and joined Coonrod & Associates in November 2005.
Brian enjoys helping small-business owners understand the rules and requirements that affect their businesses so they can spend more time focused on their work. As part of the tax team, he is also a resource for Coonrod Aten Financial Group’s financial advisors on tax considerations affecting client accounts and broader planning decisions.
Brian is married with four children and is active in the Chatham Chamber of Commerce, his church and his family’s activities.
Brian does not offer securities or investment advisory services. Tax and accounting services are provided by Coonrod & Associates P.C. through separate engagements.
Tax and accounting services are not affiliated with or endorsed by LPL Financial. LPL Financial does not offer tax/legal advice or services. Coonrod & Associates P.C, Coonrad Aten Financial Group and LPL Financial are separate entities. Brian Bates is not affiliated with Coonrad Aten Financial Group or LPL Financial.