At Crystal Lake Tax & Financial, we believe in a holistic approach to retirement planning.
For us, that means seamlessly integrating one of the most pivotal aspects to enjoying a successful retirement: tax planning. By incorporating a Certified Public Accountant (CPA) and tax manager into our practice, we’re able to help create cohesion and optimization within your strategy — all under one roof.
2023 Tax Season
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
Non-Wealth Management Clients: $249
$25 extra state
$50 Schedule C
$50 Schedule E (rental)
S Corporation/Trust/Partnership Returns: $399
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a workshop.