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About Us

About Our Firm

W. D. Bass & Company is a full service financial planning firm established in 1998 as an outgrowth of a CPA firm to meet the total financial needs of our high net worth clients. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Our goal is to provide clients with the information and guidance necessary to make sound financial decisions.

At W. D. Bass & Company, we recognize that financial planning is a process, not a product. It is a process that involves discovering your values and goals, and developing a date specific plan to accomplish all of your objectives. We assist our clients in developing a flexible plan that will accommodate future modifications in estate and income tax law changes. We encourage our clients to expand the time horizon for planning beyond immediate family lives to intergenerational stewardship. As your financial advisor we will do everything in our power to keep you focused on where you want to go, advise you how to get there, and continually remind you of the importance of maintaining a disciplined approach to reaching your goals and realizing your dreams.

Our Mission

Our mission is to help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients' needs through research and sound analysis. W. D. Bass & Company is dedicated to meeting these goals with high standards of excellence and professionalism. 

Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose W. D. Bass & Company receive competent and timely advice.

Our Team

William D Bass - President

William D. Bass is President of W. D. Bass & Company, P.A.. He has been a Certified Public Accountant in the State of Florida since 1987, received a Certified Valuation Analyst designation from the National Association of Valuation Analysts in 1995, a Certified Financial Planner designation from the American College in 2000 and a Real Estate Broker licensed in Florida in 2012. He is a representative with DFPG, a registered broker/dealer/investment advisor, member FINRA, SIPC & MSRB. He holds the series 7, 63 and 24 securities registrations as well as being licensed to provide Life and Health Insurance services to his clients. Bill maintains and exceeds the minimum continuing education standards required to maintain his CPA, CVA, CFP and Real Estate Broker standards as well as his life insurance license and securities registrations. He is also a respected expert witness in the litigation areas of divorce, partnership disputes & business valuations.

As a CPA, Bill has been advising clients in financial and estate planning as a function of tax planning since his graduation from University of Florida in 1975. In 1998 he directed the focus of his practice to the financial and estate planning areas and expanded his services to include asset management.

Bill is a Florida native and resides in Lynn Haven, Florida with his wife Kathy and three children, Davis, Will and Sarah Beth. He is a member and past Treasurer (7 years) of the Lynn Haven Rotary Club, a Paul Harris Fellow, and an active member of St. Andrew Baptist Church, serving as Finance Committee Chairman for several terms and the Vision 21 Committee for over two years. He is Past President of the Emerald Coast Chapter of FICPA, past Regional Vice President of FICPA, past Treasurer of Panama City Beach Optimist Club, past Girl’s Inc. board member, and past Professional Area Developer, United Way of Northwest Florida.

William Perry, Certified Public Accountant 850-914-2277 Masters of Accounting
Certified Public Accountant

Tina Kicker – Administrative Assistant