The Center for Financial, Legal & Tax Planning, Inc.

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Bart A. Basi

 

Carol Basi

 

Roman Basi

 

Lacie Henson

 

Marcus Renwick

 

Lacie Henson, CPA

Senior Associate / Office Manager

 

Lacie received her Bachelor of Science Degree from Purdue University.  At Purdue, she taught Introduction of Accounting and was a member of the Accounting Association and Beta Alpha Psi, accounting honorary.  She holds her Certified Public Accountant license in Illinois.  She is currently working on receiving a Certified Business Appraiser Certification from the Institution of Business Appraisers. In June of this year, we celebrated her eight anniversary with the firm.

 

Lacie responsibilities include:

*    Completing all valuations and presentation packages. 

*    Maintaining the accounting systems for many of our clients.

*    Preparing over 100 corporate and personal tax returns yearly.

*    Calculating the Tax Minimization Analysis, along with writing the summary report.

The Center for Financial, Legal and Tax Planning, Inc.

4501 W. De Young Street, Suite 200

Marion, IL 62959

                                                            Florida Office:

Longboat Key, FL

(618) 997-3436

Fax: (618) 997-8370

 

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