Our Mission Statement
Baumann Tax & Business Services is committed to providing the most effective solutions for your personal and business tax and bookkeeping needs. Our clients can expect to be served with the highest standard of integrity, commitment, and dedication. We look forward to building business relationships with our clients for years to come.
Carrie Baumann is the sole business owner of Baumann Tax & Business Services LLC. She has 20+ years of tax experience. Carrie is an enrolled agent, which allows her to assist and represent her clients through an audit and in tax court. She absolutely loves what she does, takes pride in her work, and promises to take care of her clients. She enjoys helping small business owners start their new businesses with complete business set-up and helps them with their continued business needs. Carrie is here to help through all the steps of understanding, filing, and planning with income taxes.
Jason is a tax specialist with Baumann Tax. With over 10 years of experience in tax preparation and a background in financial planning, he specializes in accurate returns with tax planning strategy. Jason also completes Trust, Partnership, and S-Corp returns. Jason builds long term relationships with his clients which allows for multi-year planning to help clients reduce and plan for income taxes in the future.
Jody has three years of experience as an IRS registered tax preparer and also serves as a payroll specialist. Helping her clients file their taxes, providing tax advice, and building relationships with them are her number one priority. She is accepting new clients and is looking forward working with you.
Jake is in his third year as a tax consultant at Baumann Tax. He is an IRS registered tax preparer who is looking forward to building long lasting relationships with his new clients. Jake's goal is to make tax filing and planning as simple as possible. He looks forward to meeting you soon!
After eight years of retirement, Shirley is working her second year as a Customer Service Representative at Baumann Tax. She enjoys spending her free time with her family, crocheting, and painting. Shirley loves working at the front desk and will always greet you with a smile!
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We can help you with all your Business & Personal Taxes!