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For the latest tax updates
and investing insights
(941) 867-6771
info@basetax.cpa
Base Tax is a dual-focused accounting firm using data-driven, tax-efficient solutions to boost your savings and wealth.
Investment advisory services are offered through Base Wealth Management, a registered investment advisor. You can find important information concerning the services offered by Base Wealth Management, including fees, risks of investing and conflicts of interest, on the Base Wealth Management website here.
Click here for the latest Client Relationship Summary Document for Base Wealth Management.
Personnel of Base Tax are also investment advisor representatives of Base Wealth Management. Otherwise, there is no affiliation between the two entities.