Merlak Tax Advisory Group, Inc.

Merlak Tax Advisory Group, Inc. Merlak Tax Advisory Group - Lake in the Hills, IL. Individual & business tax preparation, year-round Smart Planning Today Builds a Stronger Tomorrow.
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Merlak Tax Advisory Group is a local tax preparation and tax advisory service that personalizes your plan to minimize your taxes. We specialize in quality, affordable tax preparation, known for our $89 tax return! But taxes are not a once a year event, you pay taxes EVERY DAY and it can be one of your largest expenses. At Merlak Tax Advisory Group, Inc., we believe taxes shouldn’t just be somethin

g you deal with once a year — they should be part of a proactive, ongoing strategy that supports your life goals. Our tax planning services help you prepare for major life events, make confident retirement decisions, and stay ahead of constantly changing tax laws. We don’t just file returns — we build strategies that help you keep more of what you earn and protect your family’s financial future. We offer our tax clients a complimentary 15-minute review call each year. New to us or need more in-depth consultation? No worries, we have virtual or in person appointments available May 1st through December 1st at a $50 fee. Our experts help savvy retirees pay less in taxes and not outlive their money. We also guide Millennials through their ever-changing financial lives. Today’s retirees face a lot of decisions and uncertainties. Millennials also face many struggles as they start their financial journey. Whatever season you’re in, we can provide the guidance you need to move forward in confidence. We offer strategy sessions virtually or in the office. You will leave with at least one idea that helps you toward your retirement goals and dreams. Are you ready to build YOUR tax plan? Call us today at (779) 220-9608 to schedule an appointment at one of our offices in Lake in the Hills, IL, or Elmhurst, IL.

Waiting until next April to think about your 2026 taxes? That's how money gets left on the table. 💡The smartest tax move...
09/02/2026

Waiting until next April to think about your 2026 taxes? That's how money gets left on the table. 💡

The smartest tax moves happen mid-year, not at filing time. Right now is the perfect window to check your withholding, review retirement contributions, and plan around any life changes — a new job, a move, a growing family — before they turn into tax-season surprises.

A little planning today can mean real savings next spring. Not sure where you stand? We're happy to take a look — schedule a complimentary 15-minute tax review and find out.

📅 Schedule: https://bit.ly/43gLOI3

📞 (779) 220-9608

You've worked hard to build your retirement savings — but is your money working as hard for you as it could?What if the ...
08/21/2026

You've worked hard to build your retirement savings — but is your money working as hard for you as it could?

What if the biggest retirement planning question isn't "How much can I earn?" but instead "How efficiently can I create retirement paychecks and playchecks?"

Join me and CFP Antonio Lugo for our next Tax Talk Tuesday @ Twelve as we explore how today's annuities are helping many retirees create guaranteed income while potentially preserving more assets for growth, legacy planning, and other financial goals.

We'll walk through a real-life case study showing how a retirement income goal that traditionally required hundreds of thousands more in investment assets could potentially be achieved with a different approach.

Whether you're approaching retirement, already retired, or simply curious if annuities deserve a place in your financial strategy, this educational session will help separate fact from fiction.

You'll learn:
✔️ What today's annuities are — and aren't
✔️ Common myths that create confusion
✔️ How retirement income planning has changed in a pensionless world
✔️ Why some retirees are using annuities to address longevity and market risk
✔️ How to determine whether this strategy fits your situation

A better retirement often starts with better information.

📅 Tax Talk Tuesday @ Twelve
🕛 Noon, September 1st
💻 Join via Zoom: https://bit.ly/4wLGBW7
✔️ Register now: https://bit.ly/4xVA7ot

Have a self-employed business? We want to hear from you! 📋We're building upcoming workshops, webinars, and resources spe...
08/12/2026

Have a self-employed business? We want to hear from you! 📋

We're building upcoming workshops, webinars, and resources specifically for self-employed business owners—and your input will shape what we create.

Take 2 minutes to tell us:
✔️ What business challenges keep you up at night
✔️ Which tax deductions and recordkeeping topics you'd like to understand better
✔️ What would make the biggest impact on your business and your future

Your feedback helps us create practical, real-world education that can save you time, money, and stress—especially during tax time.

Take the survey here: https://bit.ly/4bO9t8l

Thank you for helping us build content that truly serves self-employed professionals like you!

Could paying less in taxes during retirement start with the decisions you make today?Join us for our next Tax Talk Tuesd...
07/29/2026

Could paying less in taxes during retirement start with the decisions you make today?

Join us for our next Tax Talk Tuesday as we explore The Power of Roth Conversions—a long-term tax planning strategy that can help you gain greater control over your financial future.

During this free webinar, we'll discuss:
✔️ How Roth conversions can reduce lifetime taxes
✔️ Ways to minimize future Required Minimum Distributions (RMDs)
✔️ Strategies to help reduce the "widow's tax penalty"
✔️ How to leave more tax-efficient assets to your loved ones
✔️ Why a personalized, long-term approach matters

📅 Tuesday, August 4
🕛 Noon
💻 Live on Zoom: https://bit.ly/4wqL9BF

Register today: https://bit.ly/4h3U3QX

Merlak Tax Advisory, Inc. STILL NEED TO FILE? LIMITED APPOINTMENTS AVAILABLE Schedule an Appointment Learn More About Tax Planning Merlak Tax Advisory, Inc. STILL NEED TO FILE? LIMITED APPOINTMENTS AVAILABLE CLICK HERE TO SCHEDULE

Your 2025 tax return is filed—but have you started planning for 2026?Tax planning isn't just for year-end. Making adjust...
07/15/2026

Your 2025 tax return is filed—but have you started planning for 2026?

Tax planning isn't just for year-end. Making adjustments now can help reduce surprises, identify savings opportunities, and put you in a stronger financial position next tax season.

Whether you have a quick question, want to discuss upcoming life changes, or are looking for advanced tax-saving strategies, Merlak Tax Advisory Group offers planning options to fit your needs:

✔️ Complimentary 15-minute consultation call
✔️ One-hour in-person tax planning appointment
✔️ Advanced Tax Planning Session with personalized analysis, tax-saving opportunities, retirement and Roth conversion strategies, and more

Schedule your tax planning appointment today:
https://bit.ly/43gLOI3

The best tax strategy is a proactive one. Start planning today and give yourself more options tomorrow.

Thank you to all of our clients that helped brighten a child's day. Collectively MC2 Networking Group was able to provid...
07/08/2026

Thank you to all of our clients that helped brighten a child's day. Collectively MC2 Networking Group was able to provide a generous donation of gift cards and cash!
https://www.facebook.com/share/1937HqLWPr/

Think tax season is over? Think again.Whether you still need to file your taxes, need to amend a previously filed return...
07/01/2026

Think tax season is over? Think again.

Whether you still need to file your taxes, need to amend a previously filed return, or know someone who could use professional tax assistance, Merlak Tax Advisory Group is here year-round to help.

Appointments are currently available on Mondays and Thursdays in Lake In The Hills and Saturdays in Elmhurst.

Schedule your appointment today:
https://bit.ly/4fUVCzZ

06/19/2026

Together, we can help change a child’s story. ❤️

Throughout the month of June, MC² Business Group is collecting gift cards to support CASA of McHenry County and the children they serve. Gift cards help provide clothing, school supplies, meals, transportation, holiday gifts, everyday essentials, and opportunities for bonding experiences with their advocates.

Donations can be dropped off at:

📍 Century 21 Integra
3717 W. Elm St., McHenry
Monday–Friday | 10 AM–4 PM

📍 Merlak Tax
8411 Pyott Rd., Lake In The Hills
Monday & Thursday | 10 AM–2 PM
Wednesday | Noon–6 PM

Need a pickup? Call Carla Merlak at (815) 210-6179 to schedule a collection at your location.

Every gift card makes a difference in the life of a child. Thank you for your support.

At Merlak Tax Advisory Group, it’s more than just filing taxes. It’s about helping you plan for what’s next. From tax pr...
06/10/2026

At Merlak Tax Advisory Group, it’s more than just filing taxes. It’s about helping you plan for what’s next. From tax preparation to financial guidance, we’re here to support your goals every step of the way.

Taxes are not just a once-a-year event. Proactive planning now can help you avoid costly surprises later.Join Antonio Lu...
05/27/2026

Taxes are not just a once-a-year event. Proactive planning now can help you avoid costly surprises later.

Join Antonio Lugo and Carla Merlak for our June 5th Noon Zoom Tax Talk as we discuss important tax updates, planning opportunities, charitable contribution strategies, and key information you should know heading into 2026.

Topics include:
• OBBA tax law changes still in place for 2026
• NEW Trump Account regulations and important takeaways
• Smart charitable giving strategies for improved tax efficiency

📅 Friday, June 5th
🕛 Noon

Register now:
https://bit.ly/43j6aS9

Address

8411 Pyott Road, Suite 107
Lake, IL
60156

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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