Tax Planning

Focusing on helping you legally pay the least amount of taxes over your lifetime.

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.

2024 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: $299
$25 extra state
$50 Schedule C
$50 Schedule E (per rental)
S Corporation/Trust/Partnership Returns: $499

Meet Your Tax Specialist

Glenn Prigge, CPA

Certified Public Accountant

Ready To Take

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a workshop.

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