Our Team

Carrie Baumann
Carrie Baumann

My name is Carrie Baumann and I am the sole business owner of Baumann Tax & Business Services LLC. I have 18+ years of Tax Experience. I am an Enrolled Agent, which allows me to represent my clients in tax court. I absolutely love what I do and take pride in my work, and I promise to take care of my clients. You may come as a stranger but will leave as a friend. I am here to help!

Jason Voight
Jason Voight

My name is Jason Voight. I have 10+ years of Tax Experience and 5 years of Financial Advising Experience. I look forward to helping you with the current year taxes, but also with long-term tax planning.

Jody Kelley
Jody Kelley

My name is Jody Kelley. I have 2 years of Tax Experience. I also serve as an Administrative Assistant, and Payroll Specialist. I enjoy spending my free time with my husband and my 2 daughters.

Jake Baumann
Jake Baumann

My name is Jake Baumann. I have 2 years of Tax Experience; and am looking forward to learning even more this tax season. I work full-time at the Village of Menomonee Falls in Public Works and also have my own Tree Business. I enjoy spending time with my wife and my pup, Bella, in my free time.

Our Mission Statement

Baumann Tax & Business Services is committed to providing the most effective solutions for your personal and business tax and bookkeeping needs. My clients can expect to be served with the highest standard of integrity, commitment, and dedication. I look forward to building business relationships with my clients for years to come.

Schedule an Appointment

I can help you with all your Business & Personal Taxes!