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

Located in Marion, Illinois

Tax Planning, Business Succession, Valuation, Buying or Selling a Company - The Center has you covered.  

We are Tax Planning Experts

A FIRM BUILT ON 

RELATIONSHIPS

The Center for Financial, Legal & Tax Planning, Inc. has offices in Illinois and Florida with satellite offices around the United States

 

We initiate and develop ongoing relationships with national and regional trade associations, closely-held/family-owned companies, and individuals. Our work follows through the entire project; we analyze each individual situation, make recommendations, and implement them. We provide a completely unbiased approach to solutions for our clients. 

 

Core competency is Business Valuation, Succession Planning, Tax Planning, and Buying and Selling closely held companies.

SERVICES

The Center for Financial, Legal & Tax Planning, Inc. specializes in nine different areas. 

 

Visit our Services page to

find out more.

PROFESSIONAL SPEAKING

Are you looking for well recognized, knowledgeable, and dynamic speakers for your business, tax, and financial topics for your local, regional, or national audience?

 

Dr. Basi and Roman are available! 

Visit our Speaking Services page for more information. 

 

STAFF

Visit our staff page to find out who we are and what we can do for your business.

Buying or Selling a company?  We are experts in all aspects including Valuation, Tax Planning and Business Succession.

Projects closed

(valuations, closing totals, & trademarks)

Do you have a Disaster Plan (Business Plan) in Place?

BASI TAX COURSES

CONTACT US!

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

4501 West DeYoung Street | Suite 200 | Marion, IL 62959

Phone: 618-997-3436| Fax: 618-997-8370

info@taxplanning.com

© 2016 by The Center for Financial, Legal & Tax Planning, Inc.  at www.taxplanning.com