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Tax preparation
Accurate, organized returns for individuals, families, and self-employed clients.
Tax & financial services
Clear numbers.
Confident next steps.
Friendly, straightforward tax preparation and year-round financial guidance for people and small businesses who want less stress and more clarity.
Founded by former PwC professionals. Proudly serving Jacksonville and surrounding communities.
Get started →Baseline Financial Services
Your tax checklistClear. Organized. On track.
Always within reachCall. Text. Email.Support that fits your day.
Tax season, simplified.
How we help
Financial support that feels personal.
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Personalized support
Direct communication, clear next steps, and help staying organized throughout the process.
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Year-round planning
Simple conversations that help you make smarter financial decisions before tax season.
CPA-ledtax expertise
Direct accessto your team
Jacksonvillelocal support
The people behind Baseline
Experienced guidance, built around your needs.
Garrett Gibely, CPA
Co-founder · CPA & Tax Professional
A former PwC professional, Garrett brings CPA-level accounting expertise and an audit-minded attention to detail—helping clients approach tax season with clarity and confidence.
Ian Vergara
Co-founder · Director of Financial Planning & Analysis
Ian is a Director of Financial Planning & Analysis and former PwC professional, with experience in budgeting, forecasting, financial reporting, and performance analysis.
Let’s make it easier
Ready for a calmer tax season?
Start with a free, no-pressure conversation with Baseline Financial Services.
Email us at baselinefinserv@gmail.com.