Services


Integrated Financial Services

Basepoint Tax & Accounting, LLC is a part of the Basepoint family. Together, our companies provide for an integrated array of professional and principles-based advisory, tax, accounting, wealth management and investment services.  Our clients benefit from a process that bring more of your financial life under one roof.

Accounting & Assurance Services

Professional accounting services for individuals, corporations and non-profits of all sizes.

Accounting
Business Consulting
Cashflow & Budget Analysis
Financial Statement Compilation
Payroll Services

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Tax Services

Experienced tax services for individuals and businesses.

Business Tax Planning & Preparation
Individual Tax Planning & Preparation
State & Local Tax (SALT)
Tax Credits
Tax Representation - IRS & State

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Wealth Management Services

Comprehensive, fiduciary-only financial and wealth management solutions with your best interests front and center.

Financial Planning
Investment Management
Estate Planning
Philanthropic Planning
Retirement Plan Consulting
Risk Management

*services offered by Basepoint Wealth