ABOUT
Joshua M. Pisa is the founder and managing partner at Base Tax and also a Wealth Advisor at Base Wealth Management, joining in January 2024. As a member of the firm’s Tax group, Josh’s responsibilities involve comprehensive tax consulting, planning, compliance, and wealth management services. He has over 15 years of industry knowledge specializing in solving the unique issues his clients encounter. Josh has experience in individual taxation and wealth management, trusts and estates, family partnerships, and other privately held businesses.
Josh serves a wide variety of clients, including high-net-worth individuals, businesses, entrepreneurial families, athletes, professional sports organizations, healthcare providers, and real estate entities. These services often comprise taking a holistic approach to wealth planning that encumbers such things as income taxes, wealth and transfer planning, charitable giving, business transactions, and investment management.
Prior to founding BaseTax, Josh served as a Tax Director and Wealth Manager for a National Registered Investment Advisory firm that managed more than $1 Billion and was a top-ranked firm in the country by Forbes and Barron’s. In addition, Josh spent close to 8 years at the Big 4 firm EY, most recently serving as a Tax Manager in the firm’s Private Client Services (PCS) group.
Josh is a registered CPA in the state of Florida and a member of the AICPA. Josh is an Enrolled Agent as awarded by the Internal Revenue Service and currently holds a Series 65 Investment Advisor Representative license. Josh earned a Bachelor of Science in Finance from the University of Tampa and completed his Accounting and Tax coursework at the University of South Florida.
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
