Josh Pisa, CPA, EA

Josh Pisa, CPA

Josh Pisa, CPA, EA

Managing Parter of Base Tax
Wealth Advisor

"Financial Freedom starts with having a financial plan. Start planting trees today to provide shade tomorrow."

Biography

Joshua M. Pisa is the founder and managing partner at Base Tax and also a Wealth Advisor at Base Wealth Management, joining in January 2024. As a member of the firm’s Tax group, Josh’s responsibilities involve comprehensive tax consulting, planning, compliance, and wealth management services. He has over 15 years of industry knowledge specializing in solving the unique issues his clients encounter. Josh has experience in individual taxation and wealth management, trusts and estates, family partnerships, and other privately held businesses.

Josh serves a wide variety of clients, including high-net-worth individuals, businesses, entrepreneurial families, athletes, professional sports organizations, healthcare providers, and real estate entities. These services often comprise taking a holistic approach to wealth planning that encumbers such things as income taxes, wealth and transfer planning, charitable giving, business transactions, and investment management.

Prior to founding Base Tax, Josh served as a Tax Director and Wealth Manager for a National Registered Investment Advisory firm that managed more than $1 Billion and was a top-ranked firm in the country by Forbes and Barron’s. In addition, Josh spent close to 8 years at the Big 4 firm EY, most recently serving as a Tax Manager in the firm’s Private Client Services (PCS) group.

Josh is a registered CPA in the state of Florida and a member of the AICPA. Josh is an Enrolled Agent as awarded by the Internal Revenue Service and currently holds a Series 65 Investment Advisor Representative license. Josh earned a Bachelor of Science in Finance from the University of Tampa and completed his Accounting and Tax coursework at the University of South Florida.

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Education

– Bachelor of Science in Finance, University of Tampa

WHAT JOSH LIKES TO HELP WITH

Outsourced Accounting

Josh provides financial oversight to support your business decisions, ensuring timely, accurate insights for growth and profitability.

Tax Planning

Josh uses proactive tax strategies to maximize your refunds and deductions, effectively reducing risks for both individuals and businesses.

Tax Compliance

Josh’s expertise, ensures meticulous compliance and peace of mind, as he optimizes your personal and business’s financial health.

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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Dan DiLascia

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Kyle
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Josh
Pisa