Carrie Baron, CPA
MANAGING PARTNER
Carrie Baron, CPA
Carrie Baron is the Founding Partner of Carrie Baron & Associates and serves as a strategic tax and financial advisor to high-performing individuals, family groups, and growing businesses navigating complex financial, tax, and structural decisions. Carrie provides comprehensive tax planning, compliance, and consulting services across a wide range of industries, including real estate development and investment, family-owned businesses, law firms, medical practices, and high-net- worth family groups. She also advises on complex international tax matters, including inbound and outbound investment structuring, treaty considerations, FIRPTA, withholding tax planning, and FBAR compliance matters.
In addition to tax planning and compliance, Carrie advises clients on business structuring, operational transitions, and long-term financial positioning. She regularly supports partnership, corporate, and multi-entity tax planning, as well as state and local tax considerations and strategic planning for business growth and restructuring.
Carrie has extensive experience working with family businesses and family office structures, where she helps clients navigate generational transitions, governance considerations, and long-term tax and wealth planning strategies. She is known for her ability to help families and leadership teams translate complex financial data into practical decision-making guidance. Carrie has also participated in family leadership and annual planning meetings to support performance review, tax planning, and long-term strategic direction.
Carrie is a Certified Public Accountant licensed in the State of Florida.
Education
Master of Science in Accounting - Nova Southeastern University
Master of Science in Entrepreneurship - University of Florida
Bachelor of Science in Accounting - University of Florida
Awards & Recognition
Featured Interview - Strategic Impacts of New Tax Law, The New York Times
Television Segment - Partnership with Local Schools, CBS Mentoring Matters
Interview - Tax Reform Implications, South Florida Business Journal
Leonard Miller Principal Leadership Award - Council for Educational Change
Recognition for Community Work — The Miami Herald
Leadership Development and Education Graduate - Greater Miami Jewish
Federation
Professional & Civic Affiliations
American Institute of Certified Public Accountants (AICPA)
Business Networking International (BNI)
Leadership Team | Membership Committee | Financial Lead
Florida Institute of Certified Public Accountants (FICPA)
Greater Miami Jewish Federation
LDI Graduate | Financial Review Subcommittee
The Commonwealth Institute (TCI)
Areas of Expertise
Individual and High-Net-Worth Tax Planning
S-Corporation, Partnership, and Corporate Tax Planning
Business Structuring and Restructuring
State and Local Tax Strategy
International Tax Planning
Family Wealth and Succession Planning
Family Office Advisory
New Business Consulting
OUR TEAM
Carrie Baron & Associates is a full-service tax, accounting, and advisory firm built to support individuals, businesses, organizations, and trust structures navigating complexity, growth, and change.
We are more than compliance providers, we are strategic financial partners. Our work sits at the intersection of tax strategy, financial clarity, and forward-looking decision support. We help clients understand the financial and tax impact of decisions before they are made, while ensuring precision, accuracy, and compliance in execution.
Our team supports clients across federal and multi-state jurisdictions, working with closely held businesses, growing companies, high-performing professionals, organizations, and complex personal and trust structures. We are known for our ability to step into complex situations, bring clarity to financial data, and translate numbers into real business intelligence.
We operate collaboratively working alongside internal accounting teams, bookkeepers, legal counsel, wealth advisors, and leadership teams to ensure financial and tax strategy is aligned across every layer of decision-making. Whether supporting day-to-day financial visibility, preparing for major transactions, or guiding long-term tax positioning, our focus is practical, strategic, and results-driven.
At our core, we believe strong financial strategy creates freedom, the freedom to grow, to scale, to invest, and to make confident decisions backed by real data and expert guidance.
Carrie Baron & Associates was built on technical excellence, responsiveness, and trusted relationships. Our clients rely on us not only to get the details right, but to help them see whatʼs ahead.
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