WELCOME TO

Merlak Tax Advisory Group, Inc.

Home of the $89 Tax Return — and So Much More.

At Merlak Tax Advisory Group, Inc., we believe your money should work for you. That’s why we go beyond simple tax preparation — helping you keep your hard-earned dollars in the right pocket through proactive and personalized tax strategies.

Whether you’re filing a straightforward return or need advanced tax planning, our team is here to guide you every step of the way.

WELCOME TO

Merlak Tax Advisory Group, Inc.

Home of the $89 Tax Return — and So Much More.

At Merlak Tax Advisory Group, Inc., we believe your money should work for you. That’s why we go beyond simple tax preparation — helping you keep your hard-earned dollars in the right pocket through proactive and personalized tax strategies.

Whether you’re filing a straightforward return or need advanced tax planning, our team is here to guide you every step of the way.

Please note you MUST email MERLAKTAX@GMAIL.COM when you are purchasing multiple returns with the names of whom you are purchasing for.

You can also purchase by calling 779.220.9608 to purchase over the phone, or by mailing a check made payable to Merlak Tax to 8411 Pyott Road, Suite 107, Lake In The Hills, IL 60156

*Includes one federal and Illinois state personal 1040 for the current tax year, 2025 filing only. Valid at both locations.  Offer cannot be combined with any other offers. Must be used between January 15th and April 15th 2026. Discount must be purchased between December 1st and December 5th 2025 to be valid. (no exceptions).

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?

MERLAK TAX ADVISORY GROUP, INC.

Where proactive planning meets peace of mind.

Call us at (779) 220.9608
Text:  (847) 320.9700

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?

MERLAK TAX ADVISORY GROUP, INC.

Where proactive planning meets peace of mind.

Call us at (779) 220.9608

Text:  (847) 320.9700