"I view taxes as a puzzle, with all its rules and complexities. I enjoy putting that puzzle together for clients to better understand their situation, plan around the opportunities, and help them pay as little tax as necessary."
Michael Baumeister is a Senior Tax Manager at Mission Wealth and plays a key role in guiding clients through complex tax strategies that align with their overall financial goals. With deep expertise in tax planning and compliance, Michael provides personalized solutions that help clients minimize liabilities, maximize opportunities, and stay ahead of evolving tax regulations. Michael’s attention to detail and commitment to excellence ensure that clients receive tailored guidance, while also supporting the broader advisory team with insights that strengthen our comprehensive wealth management approach.
Learn About Michael Baumeister
Professional Background
Michael Baumeister graduated from Judson University in Elgin, IL with a bachelor of arts degree in accounting. He has worked for a large financial services firm as an advisor, and also at a small accounting firm focusing on tax preparation and year-end tax planning. Michael is a CERTIFIED FINANCIAL PLANNER® practitioner, as well as an Enrolled Agent, certified to represent taxpayers in front of the IRS.
Personal Pursuits
Michael enjoys spending time with his wife, Sarah and boys, Winston and Henry. He likes working on his large garden and chicken coop. In addition to this, Michael enjoys playing board and video games in his free time.
Community Impact
Michael volunteers for the homeless breakfast ministry at Vineyard Church in Elgin.
Awards and Recognitions
*for award disclosures and methodology, visit awards & rankings
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.