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2017 SOCIAL SECURITY CHANGES

An important part any retirement plan is your social security.  Do you know what changes have been made and how they may impact you?  Download the SSA Fact Sheet 2017 Social Security Changes to learn more. Still have questions?  Call and set a time to talk to me.   Carla Merlak and/or Merlak Tax Advisory [...]

2017-02-01T11:07:46-07:00February 1st, 2017|Social Security, Tax, Tax Season, Uncategorized|Comments Off on 2017 SOCIAL SECURITY CHANGES
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TAX TIPS for the 2016 TAX FILING SEASON:

Get organized before your tax appointment – use a large envelope or file folder to accumulate tax documents as they arrive. Protect your identity – If you received an Identity Protection PIN, or IP PIN, in the past, then you must provide this number on your tax return not only the current year but all [...]

2018-04-03T16:03:02-07:00February 1st, 2017|Tax, Tax Season|Comments Off on TAX TIPS for the 2016 TAX FILING SEASON:
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Our Commitment To You

At Merlak Tax Advisory Group, Inc., helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs. Read More.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Merlak Tax Advisory Group, Inc. are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only. It is not a solicitation or recommendation of any investment strategy or intended to provide tax or legal advice. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Merlak Tax Advisory Group, Inc.
8411 Pyott Rd. Suite 107
Lake in the Hills, IL 60156
Get Directions
(779) 220-9608
Carla@MerlakTax.biz
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Lake In The Hills

8411 Pyott Rd. Suite 107
Lake in the Hills, IL 60156
Get Directions
(779) 220-9608
Carla@MerlakTax.biz

Elmhurst

579 W. North Ave. Suite 205
Elmhurst, IL 60126
Get Directions
(630) 532-5986
Carla@MerlakTax.biz
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