WHAT WE DO
Comprehensive Financial Services
From strategic tax planning to comprehensive wealth, we can make your finances more efficient and your future clearer.
TAX COMPLIANCE
Navigating Tax Law with Expert Guidance
TAX PLANNING
Strategize for Future Tax Savings
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.
- 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
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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.
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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.
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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.
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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!
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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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