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Thomas Schumacher - Omni360 Advisors

Thomas Schumacher

Junior Accountant

Tax Reduction PlanningTax ServicesTax, Consulting & Accounting Services

ABOUT Thomas

Thomas brings a detail-oriented and client-focused approach to his work at Omni, supporting individuals and businesses with a wide range of accounting and tax needs. He assists clients with monthly bookkeeping, prepares business and individual tax returns, and files monthly and quarterly sales tax. Known for his steady communication style and commitment to accuracy, Thomas helps ensure clients receive clear, well-organized financial information throughout the year.

Outside of work, Thomas is a diehard Yankees fan who enjoys attending baseball games with family and friends. He also loves spending time with his dog, Maple.

TEAMS

Violet Team

A BRIEF HISTORY

Thomas earned his Bachelor’s Degree in Accounting from the University of Tampa, where he built a strong foundation in financial reporting and tax preparation. His early experience includes preparing quarterly financial statements and filing individual tax returns—skills he continues to apply and expand upon at Omni.

Thomas’s blend of technical knowledge, reliability, and client-centered service makes him a valuable contributor to Omni’s accounting and tax team.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Thomas is engaged, or continues to be engaged, to provide investment advisory services.

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<p>The post Navigating the Step-Up in Basis: Core Rules, Critical Exceptions, and Strategic Benefits for Families and Business Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

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