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Smarter Tax Planning For Individuals and Business Owners

Proactive Strategy, Not Just Problem-Solving

Tax planning isn’t just about filing correctly—it’s about minimizing exposure, avoiding surprises, and aligning with your bigger financial picture. Schlack & McGinnity helps professionals and entrepreneurs make informed, forward-looking decisions with real tax impact.


We support individuals and closely held businesses with customized legal advice around income, deductions, investments, and entity structure.

Strategic Guidance We Offer

We work with clients in Chicago, the suburbs and across Illinois who want a clear plan for their tax plans.

FAQs About Tax Planning

  • Can you work with my CPA or financial advisor?

    Yes, we collaborate with your team to align strategy, especially around big decisions or transitions.

  • Is tax planning only for businesses?

    Not at all. Individuals benefit from strategic planning around investments, property, and life changes.

  • Do I need to meet every year?

    We recommend annual or life-event-based reviews to keep your plan current.