ABOUT
I started working at Base Tax in January of 2024. Previously, I worked for several small accounting firms where I learned all about tax preparation and discovered I really enjoy it! Before that, I owned my own business that focused on organizing small businesses. I was an agent with Nationwide Insurance for many years before that.
I graduated from the University of Florida with a BA in Elementary Education. I never did teach, as I decided to start a family instead. I have two kids, Madison and Jack and I’m so glad I made that choice! My husband is an artist, so on the weekends, you can find us at art shows around the area.
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