At PTCS LLC, we have experience stemming from the Big 6 as well as from Manufacturing Operations Management. This allows us to cross over into multiple areas of taxation providing you with a wider range of services to choose from.


PTCS LLC was founded in 1999 by Kim Bates, CPA. Kim's experience stems from her years in the Silicon Valley office of Pricewaterhouse LLP where she was a Multistate Tax Manager. Her experience includes federal, state and local compliance and consulting in the areas of income/franchise, sales and use and payroll taxation.

While at PW, Kim spent several years working on multi-national corporations' federal and multistate income tax returns before focusing on multistate tax issues. That experience coupled with the time spent focusing on state and local issues allows her to bring a unique blend of experience to her clients.

Eric Bates joined PTCS LLC in late 1999, bringing years of management and manufacturing experience to the firm after holding a position as Director of Manufacturing at a Silicon Valley company. His background allowed him to quickly become a valuable resource for clients in documenting their state and federal research and development (R&D) tax credits.

Since that time, Eric has worked with several Fortune 500 companies in industries such as ASIC semiconductor design and manufacturing, networking and network security, computer peripherals, cloud computing (software-as-a-service), vehicular electronic systems (audio/video/navigation) and consumer products. His work encompasses all aspects of the R&D Tax Credit--from initial project scoping and feasibility analysis to delivery of the completed calculation and contemporaneous support documentation. He has helped his clients sustain well over $100 million in claimed credits. Through his work with PSG Tax Credits Group, where he is a founding partner, Eric is also able to extend his extensive R&D Tax Credits knowledge and experience to small- and mid-sized clients with California operations.

Kim and Eric, along with their staff, strive to provide each client with personal, attentive, quality service at an excellent value. While the firm has its focus areas of sales and use tax compliance and R&D credit documentation assistance, they have also helped clients with a wide variety of other projects. Whether you have a need for specific tax expertise, or merely for short-term loan staff assistance during your next federal, state or local tax project, PTCS LLC can help.


PTCS has been pleased to provide personalized service to companies such as: