Andrew M. Basney, CPA

Member/Partner

I strive to build genuine client relationships, and I care about your goals as I would my own.

Andrew Basney has more than 15 years of experience providing complete, proactive tax  planning and compliance services to high net worth individuals, multi-generational family groups, public company executives, private investors and private business owner clients.  He joined Topel Forman in 2009 and thanks to his technical expertise and outstanding service, advanced to become a partner in 2015. 

Andrew offers practical, comprehensive, and timely guidance to help clients identify and plan for expected and unexpected tax issues.  He also offers expertise for financial and      retirement planning as well as charitable planning with donor advised funds and private   foundations.

Andrew lives in Oak Park with his wife, Robin and daughters, Erin and Nola. He volunteers as Finance Chairman of the First United Methodist Church, and whenever he can find the time he enjoys tennis, fishing, water conservation and visiting Cape Cod.

Education 

  • Northeastern University Masters of Science in Taxation
  • Bucknell University Bachelor of Arts, Economics

Areas of Expertise 

  • Taxation of High Net Worth Individuals and Private Business Owners
  • Financial and Retirement Planning
  • Individual and Business Retirement Accounts
  • Partnership Taxation
  • Trust Taxation
  • Estate and Charitable Gift Planning

Societies & Licenses 

  • Certified Public Accountant, State of Illinois
  • American Institute of Certified Public Accountants
  • Illinois CPA Society
Topel Forman Employee: Andrew M. Basney
Topel Forman, L.L.C.