Get Every Single Tax Deduction You Deserve

For SGL Financial's Wealth Management clients, our tax preparation department provides a truly exceptional tax service!

Our tax preparation services allow us to better integrate financial planning and tax strategies into a truly comprehensive approach for our clients with a filing solution that combines expert CPA tax preparation with a fast, easy, convenient, and high-end concierge experience.

When SGL Financial clients file with us, they are getting the ultimate in expert CPA tax preparation, a 100% guarantee of our work, audit department assistance should they ever need it, and completely transparent pricing.

The days of sitting in a dreary tax office, having your taxes poorly prepared and missing out on getting your maximum refund is over. It has never been easier to work with SGL Financial. We have multiple drop-off methods to fit your needs and comfort levels. You have the option for a virtual drop-off, contactless drop-off, or in-person drop-off at our office in Buffalo Grove, IL.

We're Standing By To Help Our Clients Save More On Taxes!

For SGL Financial Wealth Management clients, complete the form below or call us at 847-499-3330 to schedule your tax appointment!

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CPA Reviewed Tax Returns

Don’t trust your tax returns to just anyone. Maximize your refund and gain peace-of-mind by knowing every return is reviewed by an expert CPA.

SGL Tax Preparation Benefits

Filing your taxes shouldn't be hard! That's why we make it easy, and best of all, STRESS-FREE!

Time Saver!

Filing with SGL is quick and easy, and most returns are completed within 5–7 business days.

Audit Assistance

If the IRS audits you for a return we prepared, we will provide you with audit assistance.

Expertise

Every return reviewed by a licensed Certified Public Accountant.

Accuracy Guarantee

We guarantee you the most accurate return and the maximum legal refund you are eligible for.

Year-round Support

Our team is available year-round to serve your needs and answer any question you may have.

Built-in Security

Our secure systems keep your information protected year-round.

Individual Income Tax Return
^$349
Federal and (1) State Return
Includes Schedule A, B, D
Schedules 1-3
(10) 1099s or K-1s
Tax Credits
Accuracy Guarantee and Audit Assistance Available
Prepared by Experienced CPA's
Personal Income Tax Returns Only

Additional Charges May Apply
for the following:

$50 for Each Additional State Return
$150 for Each Schedule E - Rental Property
$10 for each additional 1099 or K-1 (10 included)
$150 for Each Schedule C - Business Income
$100 for FBAR Filing

$20 for FedEx mailing fee for return of tax documents and/or final tax return
$100 RUSH fee for tax documents received after the document cutoff date Monday, March 31, 2025
Business and Trust Returns available (please contact us for pricing)

Are You Ready to Start Filing?

Choose SGL for your taxes and get your maximum refund today!

Let's get started!

Investment Advisory services offered through SGL Financial, LLC, a Registered Investment Adviser. Tax Preparation services offered through SGL Tax Advisory, LLC. Insurance and other financial products are offered through individually licensed and appointed agents.

Get Every Single Tax Deduction You Deserve

For SGL Financial's Wealth Management clients, our tax preparation department provides a truly exceptional tax service!

We're Standing By To Help Our Clients Save More On Taxes!

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