Services

WHAT WE DO

Comprehensive Financial Services

From strategic tax planning to comprehensive wealth, we can make your finances more efficient and your future clearer.
Gavel during tax time.

TAX COMPLIANCE

Navigating Tax Law with Expert Guidance

TAX PLANNING

Strategize for Future Tax Savings
Magnifying glass

OUTSOURCED ACCOUNTING

Your Business Finances, Expertly Managed

WEALTH MANAGEMENT

Secure Your Financial Future

OUR PROCESS

A Streamlined
Onboarding Experience

Initial Consultation

Meet our team for a comprehensive discussion to understand your unique business needs and financial goals.

Plan Creation

We develop a tailored accounting strategy that aligns with your business operations and growth aspirations.

Seamless Integration

Our experts work alongside your team to implement your new accounting plan with minimal disruption to your daily activities.

What Our Clients are
Saying About Us

Eric Blanc
Eric Blanc
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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.
Luis Hernandez
Luis Hernandez
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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.
Jake Anderson
Jake Anderson
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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.
Blair Weigel
Blair Weigel
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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!
Jay Rabideau
Jay Rabideau
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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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