Looking for a proactive tax advisor to assist with 2025 tax planning

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December 01, 2025

by a searcher from University of Illinois at Urbana-Champaign in Chicago, IL, USA

I am an entrepreneur and real estate professional looking for a tax advisor that can help with tax planning for###-###-#### I have active fee income and real estate income and I am an owner of several companies. My current CPA handles my real estate investments and my personal tax return, but I am looking for someone that can provide proactive advice on tax strategy (e.g., S-corp elections, 401K contributions, etc.) for my specific situation given increased fee and business income in 2025 relative to prior years. Does anyone have a recommendation for someone that may be able to help with something like this?
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Reply by a searcher
from Indiana University, Bloomington/Indianapolis in Chicago, IL, USA
^redacted‌ Here in IL, check out: Roman Basi - CPA/Attorney at Law/MBA President and Managing Partner of The Center for Financial, Legal, & Tax Planning, PC. (DBA - Basi, Basi & Associates) (Legal) www.taxplanning.com redacted
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Reply by an intermediary
from University of Washington in Chicago, IL, USA
Chris Lee, https://chrisleecpa.com/ He saved me a ton on my last acquisition
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