Merlak Tax Advisory, Inc.

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MERLAK TAX ADVISORY GROUP, INC.

Our Core Services

MERLAK TAX ADVISORY GROUP, INC.

Our Core Services

$89
Tax Return

Affordable, accurate, and stress-free. Our $89 tax return service delivers exceptional value with personalized attention — no surprises, no hidden fees*.

*1040 Federal & IL state, between 1/15 and 4/15. Additional fees may apply for multiple rental properties, crypto transactions or excessive trading transactions.

Tax Advisory
& Planning

Take control of your tax future with our proactive advisory services. We help identify opportunities and strategies to legally minimize taxes and maximize your savings — keeping more of your wealth where it belongs.

Small Business
Bookkeeping

Accurate, reliable bookkeeping services for small business owners. We handle the numbers so you can focus on growing your business and serving your customers.

Advanced Tax
Planning

Designed for entrepreneurs, business owners, and those transitioning into retirement, our advanced tax strategies reduce tax burdens, improve cash flow, and build long-term financial confidence.

$89
Tax Return

Affordable, accurate, and stress-free. Our $89 tax return service delivers exceptional value with personalized attention — no surprises, no hidden fees*.

*1040 Federal & IL state, between 1/15 and 4/15. Additional fees may apply for multiple rental properties, crypto transactions or excessive trading transactions.

Tax Advisory
& Planning

Take control of your tax future with our proactive advisory services. We help identify opportunities and strategies to legally minimize taxes and maximize your savings — keeping more of your wealth where it belongs.

Small Business
Bookkeeping

Accurate, reliable bookkeeping services for small business owners. We handle the numbers so you can focus on growing your business and serving your customers.

Advanced Tax
Planning

Designed for entrepreneurs, business owners, and those transitioning into retirement, our advanced tax strategies reduce tax burdens, improve cash flow, and build long-term financial confidence.

BEYOND TAXES —

Building Financial Confidence

Through our affiliate company, Next Phase Financial, LLC, we offer strategic financial planning for savvy investors looking for more than just a rate of return. Together, we help you integrate tax-efficient investing, retirement strategies, and holistic wealth management — creating a clear path toward your next financial phase.

Why Choose Merlak Tax Advisory Group?

Trusted expertise with personalized attention

Proactive, year-round tax-saving strategies

Affordable pricing with exceptional value

Seamless coordination with financial planning through Next Phase Financial, LLC

MERLAK TAX ADVISORY GROUP, INC.

Where proactive planning meets peace of mind.

Call us at (779) 220.9608
Text:  (847) 320.9700
Schedule a Call
Elmhurst, Illinois
Lake in the Hills, Illinois

BEYOND TAXES —

Building Financial Confidence

Through our affiliate company, Next Phase Financial, LLC, we offer strategic financial planning for savvy investors looking for more than just a rate of return. Together, we help you integrate tax-efficient investing, retirement strategies, and holistic wealth management — creating a clear path toward your next financial phase.

Why Choose Merlak Tax Advisory Group?

Trusted expertise with personalized attention

Proactive, year-round tax-saving strategies

Affordable pricing with exceptional value

Seamless coordination with financial planning through Next Phase Financial, LLC

MERLAK TAX ADVISORY GROUP, INC.

Where proactive planning meets peace of mind.

Call us at (779) 220.9608

Text:  (847) 320.9700

Schedule a Call
Elmhurst, Illinois
Lake in the Hills, Illinois