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    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

    The Center Staff

    The Center has developed the expertise necessary to respond to each clients' needs. The Center's broad experience working with closely-held and family owned companies enables us to formulate a complete financial plan for you, as well as provide you with legal and tax planning services. The Center coordinates this multi-faceted process for you in an unbiased fashion. 
    Roman large B and W.jpg

    Roman Basi

    President

    CPA/Attorney at Law

    Broker/Title Insurance Agent

    Business Valuation Expert Witness

    Dr. Bart A. Basi

    Senior Advisor

    Attorney at Law

    CPA

    Carol Basi

    Corporate Secretary

    Latisha Dunning

    Accounting Associate

    Michael Hampleman

     

      

    Associate Attorney

    Jennifer Barnett

    CPA/Senior Associate/Treasurer

    Lacie Henson

    Accounting Associate

    Andrew Rohne

    Dana Wiseman

    Associate Attorney

    Administrative & Legal Assistant 

    Matt Dolan

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    Law Clerk