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EDUCATION
Bachelor of Science -
Rhode Island College

ASSOCIATIONS
AICPA
TSCPA
 

LICENSES
Licensed in Tennessee and Rhode Island

Kim Bales is the Tax Principal in Charge for the firm’s Chattanooga office. She has 23 years experience in tax practice and is actively involved in the firm’s tax compliance practice, which includes review of partnership, corporate, state, consolidated, and individual tax returns, tax planning and tax consultation.  Areas of emphasis include state taxation, financial institutions, real estate development and closely held businesses. 

She works with clients in the consumer finance industry providing exit strategies, entity reorganizations, buy sell agreements, state apportionment analysis, tax planning for the sale of companies, review of sale documents, revenue recognitions, timing of bad debt charge offs, year-end tax planning and estate planning. She contributes to the consumer finance team by providing merger and acquisition expertise, federal and multi-state tax planning, and closely held business issue consulting. Kim has presented “The Tax Planning Game in the Sale or Purchase of a Business” at the CFSA conference.

Kim is licensed to practice in Tennessee and Rhode Island, and holds a Bachelor of Science degree with a major in Accounting from Rhode Island College. As part of her continuing professional education, she attends banking seminars, real estate seminars, and state taxation courses. 

She is a member of several professional organizations including the American Institute of Certified Public Accountants (AICPA), Chattanooga Tax Practitioners and the Tennessee Society of Certified Public Accountants (TSCPA), where she served as the 2010-2011 president of the Chattanooga Chapter. Kim is a also a member of the Chattanooga Women’s Leadership Institute, the Rotary Club and is a graduate of Leadership Chattanooga. Currently, she serves as the Board Chair of Girls, Inc. and has been appointed Chair of TSCPA Women Initiative Committee, which is an emerging committee focused on encouraging female leadership across Tennessee's accounting sector. She previously served as a Campaign Cabinet volunteer with United Way of Greater Chattanooga.