24th February 2024

Better business. Better community

Business Industry and Financial

Crystal Lake Tax & Financial Ranks No. 146 on the 2023 Inc. 5000 for National Financial Service Firms

With three-year revenue growth of 224%, Crystal Lake Tax & Financial ranks No. 146 among America’s Fastest-Growing Private Companies for financial services and 106th in Illinois-Wisconsin-Indiana Region for all industries.

NEW YORK, Aug. 23, 2023 /PRNewswire-PRWeb/ — Inc. revealed last week that Crystal Lake Tax & Financial ranks No. 146 on the 2023 Inc. 5000 for financial service firms, its annual list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the economy’s most dynamic segment—its independent, entrepreneurial businesses. Facebook, Chobani, Under Armour, Microsoft, Patagonia, and many other household name brands gained their first national exposure as honorees on the Inc. 5000.

“We are honored and humbled to be selected for the Inc. 5000… It is a testament not just to our team, but to our clients that have gone on this journey and believe in our mission to help protect their lifestyles in retirement from volatile markets and unnecessary taxation.” – Michael Stewart, CEO

“We are honored and humbled to be selected for the Inc. 5000 as one of America’s fastest growing private companies. It is a testament not just to our team, but to our clients that have gone on this journey and believe in our mission to help protect their lifestyles in retirement from volatile markets and unnecessary taxation.” – Michael Stewart, CEO.

The Inc. 5000 class of 2023 represents companies that have driven rapid revenue growth while navigating inflationary pressure, the rising costs of capital, and seemingly intractable hiring challenges. Among this year’s top 500 companies, the average median three-year revenue growth rate ticked up to an astonishing 2,238 percent. In all, this year’s Inc. 5000 companies have added 1,187,266 jobs to the economy over the past three years.

For complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, location, and other criteria, go to www.inc.com/inc5000. The top 500 companies are featured in the September issue of Inc. magazine, available on newsstands beginning Tuesday, August 23.

“Running a business has only gotten harder since the end of the pandemic,” says Inc. editor-in-chief Scott Omelianuk. “To make the Inc. 5000—with the fast growth that requires—is truly an accomplishment. Inc. is thrilled to honor the companies that are building our future.”

Crystal Lake Tax & Financial is celebrating its 15th year as an independent fiduciary financial planning firm in Illinois. They serve clients across the country with their financial planning, investment management, proactive tax planning, and estate planning needs all under one roof.

Website: crystallaketax.com

More about Inc. and the Inc. 5000

Methodology

Companies on the 2023 Inc. 5000 are ranked according to percentage revenue growth from 2019 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2022. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum for 2022 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places.

About Inc.

Inc. Business Media is the leading multimedia brand for entrepreneurs. Through its journalism, Inc. aims to inform, educate, and elevate the profile of our community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating our future. Inc.’s award-winning work reaches more than 50 million people across a variety of channels, including events, print, digital, video, podcasts, newsletters, and social media. Its proprietary Inc. 5000 list, produced every year since 1982, analyzes company data to rank the fastest-growing privately held businesses in the United States. The recognition that comes with inclusion on this and other prestigious Inc. lists, such as Female Founders and Power Partners, gives the founders of top businesses the opportunity to engage with an exclusive community of their peers, and credibility that helps them drive sales and recruit talent. For more information, visit www.inc.com.

For more information on the Inc. 5000 Conference & Gala, slated for October 31 – November 2 in San Antonio, visit http://conference.inc.com/.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Crystal Lake Tax & Financial and Sound Income Strategies, LLC are not associated entities. Crystal Lake Tax & Financial is a franchisee of the Retirement Income Source, LLC. The Retirement Income Source, LLC and Sound Income Strategies LLC are associated entities.

Media Contact

Shannon Greiner, Crystal Lake Tax & Financial, 1 8155263092, [email protected], crystallaketax.com

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