our team
Meet our accounting team
Our accounting team brings the knowledge and experience needed to support each client’s unique financial goals. With a strong background in serving closely held and family-owned businesses, we offer comprehensive financial planning and tax services designed to help you thrive. Our team takes a coordinated, objective approach to ensure every aspect of your financial picture works together seamlessly.
Dr. Bart A. Basi
CPA - Senior Advisor
Roman Basi
President/Managing Partner Attorney/CPA/
Managing Real Estate Broker
Lacie Henson
CPA - Accounting Partner - Treasurer
Latisha Dunning
CPA - Accounting Partner
Ian Perry
Accounting Associate
Carol Basi
Corporate Secretary
Dana Wiseman
Administrative Assistant &
Director of Communications
Rebecca Poritt
Book Keeper
