Three ways to submit your tax documents:
1. Drop off at our front desk
2. Upload to the Secure Portal
3. Mail to our office
Once we receive your documents, one of our Tax Preparers will contact you to let you know that we have received everything and will start on your return.
Non-Wealth Management Clients: $249
$25 extra state
$50 Schedule C
$50 Schedule E (rental)
S Corporation/Trust/Partnership Returns: $399
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Crystal Lake Tax & Financial and Sound Income Strategies, LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities.
451 Coventry Ln #102
Crystal Lake, IL 60014
2810 Crossroads Dr Suite 4000 Madison, WI 53718
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