Tax Resources and FormsCarla Merlak2026-01-05T10:52:15-07:00

Tax Resources and Forms

Merlak Tax Checklists to help prepare for your tax appointment —

Medical Checklist

Tax Appointment Checklist

Additional Fees

Client Data Sheet

Merlak Tax Advisory Group, Inc.

8411 Pyott Rd. Suite 107
Lake in the Hills, IL 60156

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(779) 220.9608
Carla@MerlakTax.biz

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

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.