Crystal Lake Tax & Financial

Crystal Lake Tax & Financial A tax-focused financial firm specialized in assisting professionals with their financial challenges. Crystal Lake Tax & Financial, Inc. www.SEC.gov

Fee based fiduciary financial planning for residents of Crystal Lake, Cary, Algonquin, Lake in the Hills, Huntley and McHenry County. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. and Sound Income Strategies, LLC are not associated entities. is a franchisee of the Retirement Income Source. The Retirement Income Source and Sound Income Strategies LLC are associated entities.

Join us for an ah-MAY-zing month of brand-new radio shows, podcasts, and webinars. Contact us for more information!
05/01/2026

Join us for an ah-MAY-zing month of brand-new radio shows, podcasts, and webinars. Contact us for more information!

April showers are in the forecast, along with new radio shows, podcasts, webinars, and workshops all month long! Contact...
04/01/2026

April showers are in the forecast, along with new radio shows, podcasts, webinars, and workshops all month long! Contact us for more information. 🌷☔️

There’s a lot to look forward to this March! 🌷 Join us for a month full of brand-new radio shows, podcasts, webinars, an...
03/02/2026

There’s a lot to look forward to this March! 🌷 Join us for a month full of brand-new radio shows, podcasts, webinars, and workshops happening all month long.

There’s a lot to LOVE this February with brand-new radio shows, podcasts, webinars, and workshops all month long! Contac...
01/30/2026

There’s a lot to LOVE this February with brand-new radio shows, podcasts, webinars, and workshops all month long! Contact us for more information.

01/01/2026
Cheers to 2026! Join us as we start the year off with brand-new radio shows, podcasts, webinars, and workshops! #2026 ...
12/31/2025

Cheers to 2026! Join us as we start the year off with brand-new radio shows, podcasts, webinars, and workshops!
#2026

Wishing you all a wonderful holiday season!
12/25/2025

Wishing you all a wonderful holiday season!

Social Security is key to your retirement plan - are you making the most of it? Join our FREE live webinar with Michael ...
12/15/2025

Social Security is key to your retirement plan - are you making the most of it?

Join our FREE live webinar with Michael Stewart to learn how to maximize your benefits.

Sign up today!

Many retirees are surprised by how much their Social Security choices affect their long-term income, taxes, and survivor benefits. Even small misunderstandings about timing, spousal rules, or how benefits coordinate with IRAs, pensions, and RMDs can leave significant money on the table.This FREE edu...

Tis the Season! Join us for a month of brand-new radio shows, podcasts, workshops, and webinars. Contact us for more inf...
12/01/2025

Tis the Season! Join us for a month of brand-new radio shows, podcasts, workshops, and webinars. Contact us for more information.

It’s that time of year! Our annual Pie Giveaway and Food Drive has officially begun. Wishing all our clients, near and f...
11/25/2025

It’s that time of year! Our annual Pie Giveaway and Food Drive has officially begun. Wishing all our clients, near and far, a wonderful Thanksgiving!

Address

265 Exchange Drive, Suite 101
Crystal Lake, IL
60014

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 3pm

Telephone

(815) 526-3092

Website

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