Keith Bateman, CPA
CO-CREATE | CO-DEVELOP | DELIVER
A Houston-based firm of CPAs and professional advisors co-developing solutions with our clients at every stage of the business life cycle.
Keith has extensive experience compliance and consulting in federal and state taxation across a variety of industries, including construction, energy, family-owned businesses and professional services. He has experience working with large multi-tier partnership entities, as well as closely held private companies.
In addition to his general tax compliance experience, Keith also specializes in Texas franchise compliance and planning and has been involved in the training programs for internal team members.
- Family-owned Businesses
- Professional Services
- Real Estate
CPA, Certified Public Accountant - Texas
Pannell Kerr Forster of Texas, P.C., Houston, TX, 2018 - Present
Tax Manager, 2018 - Present
MRZ, LLP, Houston, TX
Tax Manager – 2014 - 2018
Tax Supervisor – 2013
Tax Senior – 2013
MaloneBailey, LLP, Houston, TX
Tax Senior – 2012
Tax Staff – 2011 - 2012
Brigham Young University, Provo, UT
Master of Accountancy, 2009
Dixie State College, St. George, UT
Bachelor of Science in Accounting, 2008
Why did you choose to be a CPA and/or advisor?
Prayed about it and got an answer.
What do you like best about helping clients?
I enjoy making a difference in their lives. Someone once told me that the only relationship more intimate than that of a spouse is that of your accountant. I was still in school at the time, so I didn't understand what he meant. Since then I have seen the truth in the statement.
Usually, it comes in the form of a comment such as, "Oh, no, don't worry about talking to him. My husband does what to know or care about our taxes; he wants me to handle it." However, sometimes it is more direct -- for example, "No, my wife doesn't have a clue what I make, nor do I want her to, because then everyone in her family will know." Though it shouldn't be this way, as trusted advisors, some clients do tell us things that they wouldn't tell even their own spouse. That is quite a charge and responsibility. When you make a difference in this area of someone's life, the difference ripples through the rest of the areas of their life. I may not only be saving taxes and helping people provide jobs, but I'm possibly also saving marriages, relationships and even lives that stress in this area would have destroyed.
What energizes you about your job?
Service, learning, teaching.
Why are you passionate about serving this niche?
It supports my family and all of our goals, while providing a valuable service to everyone around us.
Where are you from?
St. George, Utah, USA, North America, Northern Hemisphere, Earth, Sol System, Right arm of the Milky Way Galaxy.
What do you do in your spare time?
- Family time
- Cake making
- Boy Scouts
- Serve in my Church
What's your favorite season?
Tax (Is there any other?)
What's your favorite sport to follow?
Do you own any pets?
Blue and Green
What kind of music do you like?
Any song that tells a good/clean story and doesn't repeat lines of lyrics too much. If it does that, I don't care if it is rock, rap, country and so on.
What is your favorite book/author? Or what are you reading right now?
Favorite Author: Chris Heimerdinger
Reading right now: Rich Dad, Poor Dad
What's your favorite vacation destination?
Mongolia, Moon or Mars
Who was/is the most influential person in your life?
What is your most-prized possession?
My wife and three children
What's something cool we don't know about you?
I read braille.