ABOUT
Joseph Stoy is a Senior Accountant at Base Tax, joining the firm after building experience in tax, audit, and bookkeeping. He earned his Bachelors Degree from Stetson University in 2023 and has spent his early career helping clients navigate complex tax and financial matters nationwide.
At Base Tax, Joseph supports a wide variety of clients with tax preparation, planning, advisory, and bookkeeping services. His experience across multiple areas of accounting provides him with a well-rounded perspective on client financials, enabling him to approach projects with accuracy, efficiency, and strategic insight.
Joseph is committed to helping clients plan for the future while optimizing tax outcomes and simplifying complex financial decisions. He has aspirations to earn his CPA license and Enrolled Agent designation in the coming years to further expand his ability to serve clients with a comprehensive, high-level approach.
OUR PROCESS
A Streamlined
Onboarding Experience
Initial Consultation
Meet our team for a comprehensive discussion to understand your unique business needs and financial goals.
- Assess Business Structure
- Define Financial Targets
- Identify Compliance Needs
- Outline Service Expectations
Plan Creation
We develop a tailored accounting strategy that aligns with your business operations and growth aspirations.
- Analyze Financial Data
- Design Process Workflows
- Establish Reporting Systems
- Set Compliance Benchmarks
Seamless Integration
Our experts work alongside your team to implement your new accounting plan with minimal disruption to your daily activities.
- Integrate Accounting Software
- Facilitate Staff Onboarding
- Implement Reporting Routines
- Optimize for Continuous Improvement
What Our Clients are
Saying About Us
