Basi Basi & Associates at The Center for Financial, Legal, and Tax Planning, Inc. is a multidisciplinary firm specializing in integrated financial, legal, and tax advisory services for businesses and individuals. With offices in Illinois and Florida and satellite locations across the United States, the firm stands out for its comprehensive, unbiased approach to complex transactional and planning needs.
The firm builds lasting relationships with closely-held and family-owned companies, trade associations, and individual clients, offering end-to-end project management from analysis and recommendation through implementation. Its team of experienced professionals, including Dr. Bart Basi and Roman Basi, are recognized speakers and advisors in business valuation, succession, and tax strategy.
Services Offered
- Tax Planning
- Business Succession Planning
- Business Valuation
- Mergers and Acquisitions
- Retirement and Estate Planning
- Strategic Planning
- Income Tax Preparation
- Budgeting and Cash Flow Management
- Accounting Services
- Trademark Services
- Professional Speaking Services
- Disaster and Business Continuity Planning
The firm serves clients nationally with a focus on delivering tailored solutions and maintains a strong publication and educational presence through its tax blog, published articles, and specialized courses.
