About Us
Results
We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
Relationships
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Relief
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.
Tax Advisors
Carrie Baumann
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 Voight
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 prepares 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 Kelley
Jody has 4 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 to working with you.
Jacob Baumann
Jake is in his fourth year as an IRS Registered Tax Preparer. He is looking forward to building lasting relationships with his clients. Jake’s goal is to make tax filing and planning as simple as possible. He looks forward to meeting you soon!
Client Service Representatives
Shirley Bublitz
After nine years of retirement, Shirley is working her third 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!
Jenny Gauthier
Jenny is new to Baumann Tax working as a Client Service Representative. She is married with two busy boys. She is looking forward to serving the clients of Baumann Tax this tax season.
Peyton Voight
Peyton is a current Sophomore at Kewaskum High School. She is active in FCCLA, Key Club, Spanish Club and is currently the Treasurer in her local 4-H club.