“Kyle Baldwin, CPA, is a Tax Shareholder in the LBMC Tax practice and serves as a firm’s Technology Segment Lead, advising public, private, and private equity-backed organizations on complex tax compliance, accounting, and strategic planning matters. With deep experience across federal and multi-state tax environments, Kyle works closely with CFOs, controllers, and executive leadership teams to help organizations navigate regulatory complexity while maintaining operational and financial efficiency.
Kyle’s client portfolio spans a diverse range of industries including technology, manufacturing, distribution, healthcare, retail, oil and gas, and professional services. He regularly supports both public and private companies, including family-owned businesses, private equity portfolio companies, and foreign-owned U.S. operating entities.
A significant portion of Kyle’s work focuses on income tax accounting and compliance for complex organizations, including the preparation and review of income tax provisions under ASC 740, accounting for uncertain tax positions (UTPs), and advising on federal and multi-state tax compliance frameworks. He also provides strategic guidance on state income tax nexus and apportionment, tax method planning, transaction structuring (including Section 1202 planning), and mergers and acquisitions, helping organizations align tax considerations with broader growth and operational strategies.
Kyle regularly advises organizations undergoing structural change, including acquisitions, ownership transitions, and private equity investment, and assists clients in navigating IRS and state income tax examinations. His experience also includes leading specialized tax analyses such as transaction cost studies, state apportionment studies, and industry-specific tax consulting engagements.
Known for his practical advisory style and strong technical foundation, Kyle partners with finance leaders to transform complex tax and accounting requirements into clear, actionable strategies that support growth, compliance, and long-term business success.
Focus Areas
- Preparation ad review of federal and multi-state income tax filing
- Preparation and review of income tax provisions (ASC 740), including accounting for uncertain tax positions
- Federal and State tax consulting
- IRS and state income tax examinations
- Mergers and acquisitions
- Structuring
- State income tax nexus analysis
- Transaction costs studies
- Meals and entertainment studies
- Various other issues
Certifications
- Certified Public Accountant (CPA)
Education
Tennessee Technological University, Masters of Business Administration with a concentration in Accounting; Bachelor of Science in Business Administration; magna cum laude