Financial Planning Services to Save You Money

No one wants to outlive their money, but it’s hard not to worry about it. The good news is you don’t have to worry because you control your financial future!

At Merlak Tax Advisory Group, our mission is to help to achieve your financial goals. We do this through affordable tax preparation, personalized retirement strategies and financial planning for Millennials.

We can help you pay less in taxes and save more for long term success! Call us today to get started.

Learn More About Our Financial Planning Services

We specialize in the three areas listed below and can custom tailor each one to meet your needs.

Getting assistance with tax preparation can cost hundreds of dollars. We can all agree that’s far too expensive!

For this reason, our tax services as affordable as possible. We can file your federal and Illinois state taxes for only $89! This includes an interview to ensure you’ll get all deductions you’re entitled to!

Tax Services

We understand how overwhelming it can be to start your financial journey. So, we strive to take away that burden and replace it with confidence.

Our financial advisor specializes in giving Millennials the education and tools they need for success. This includes help with important skills like budgeting, managing debt, saving for major purchases and more!

Millennial Planning

There are a lot of difficult questions on the road to retirement.  Among them is how much money will you need to save up to live comfortably?

We can answer that question and others.  We can also craft a customized plan to achieve your retirement goals and dreams.  We specialize in helping you pay less in tax so that you can enjoy more in retirement.

Retirement Strategies

Quality Care for Your Financial Success

Our greatest desire is for you to succeed. That’s why we go the extra mile to make tax preparation affordable. It’s also why we include tax planning in our retirement strategies. Few retirement planners include this in their service, yet it is crucial for a successful retirement.

We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Merlak Tax Advisory Group, Inc. creates value for our clients resulting in tailored retirement solutions that cater to their individual needs, goals and vision.

If you would like to have a conversation about your retirement strategy, please contact us online or call our Lake In The Hills office at (779) 220-9608. There’s absolutely no cost or obligation.

We can answer your questions about investments, life insurance and annuities. Through our preferred partners we can guide you to the experts on health insurance, Medicare Advantage, Medicare Supplements, Long-Term Care, Disability insurance, mortgages and more.

Our Four Step Process

Did you pay more than $89 to file your taxes?

Only $89Then it may be time to consider a change. Personal Federal and IL state return that includes all schedules, e-file, direct deposit and copy for your records, for $89. That’s it. No hidden fees or charges.

Learn More

Get the Guide for Retirement Planning!

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