Your Trusted Financial Advocates
Dedicated tax expertise for wealth generation.
We combine professional accounting acuity with proactive wealth management to optimize your financial health. Our dual-focused approach leverages tax-efficient investment strategies to enhance your wealth, ensuring every decision is data-driven and aligned with your life’s goals.
Personalized Service, Professional Depth
- Comprehensive Wealth Analysis
- Tax-Efficient Wealth Growth
- Strategies For Any Scenario
- Seamless Financial Integration
SINCE 2009
Need help? Call us.
(941) 867-6771
Trusted Wealth Guidance
Why Choose Us for
Your Tax Needs
Dual Expertise
Certified
CPA designated and Series 65 licensed.
Bespoke
Tax Services
Extensive background for insightful wealth management.
Holistic Advisory
Approach
Combining wealth management with tax efficiency.
Proven Industry
Excellence
Over 15 years of top-tier experience .
TESTIMONIALS
What Our Clients are
Saying About Us
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I can’t express enough how grateful I am to have found Josh Pisa and his exceptional team at Basetax in Sarasota, Florida. As a day trader, navigating the complexities of tax obligations can be daunting, but Josh’s profound understanding of the intricacies of the tax code and his tailored approach to each client’s needs made the process seamless and stress-free.
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I've had the pleasure of having Josh Pisa handle my taxes for the last 2 years, and I couldn't be more satisfied with the service provided. Josh went above and beyond to ensure that my tax return was maximized, paying close attention to itemized deductions that I hadn't considered.
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I highly recommend Josh and Christine for all your CPA needs. They are incredibly easy to talk to and take the time to ensure I understand all the answers to my questions. Their passion for their field is evident, and they are true experts in the intricacies of the tax code.
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Highly recommend base tax. Josh has been preparing our personal and corporate returns for several years. Very professional, easy to work with and accurate. Wish we could rate 10 stars!
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I’ve done my taxes myself for the last 12 years using TurboTax and this year it just got too complicated. I’m sure it was user error, but I was facing a massive tax bill after going through TurboTax and stressing about it. Josh at Basetax was able to clean up the mess and saved us an enormous amount of money. Can’t thank them enough.
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