Great Lakes Tax Team

Built with over 25 years of combined experience in the financial service industry, our team is here to help with your tax preparation needs. While our team offers tax preparation services limited to one tax-year, we excel by providing our clients a long term vision centered around their tax planning needs. Back by a network of CPA’s and Attorney’s with experience not just at the local and state level, but the federal level also, provides the targeted solutions for your unique needs.

With tax law changing every year, it’s impossible for the average consumer or small business owner to keep up to date with the changes that will impact their tax needs. Changes don’t just happen to tax laws, and our team of professionals stay up to date with the industry so when change impacts your life, we’re here to help. Having a new child, getting married or divorced, many things can impact your taxes. Staying up to date is another way our team can provide a layer of service that helps our clients find peace of mind around tax season.

Team Leaders

 
 

Chuck Rushmore

Chuck has been helping clients overcome and plan for their financial future since 1998. Great Lakes Tax Team was created as a direct result from Chuck working with individuals and small business clients in the West-Michigan, East-Michigan, and the lower peninsula. His vision for a company with national experience, based locally, offers clients the best solutions for their unique situations at a level that’s deeper than just tax preparation; through proactive planning, Chuck helps clients generate a long term vision for their financial future, and assuring that client’s needs are met not just ‘this tax year’ but every, tax year.

Born in Michigan, Chuck calls Grand Rapids his home, where he spends his free time working to serve the community by sharing his professional experiences in meaningful ways including: Habitat for Humanity of Kent County board of Directors;  President of the Finance Council at his Church, St. Thomas the Apostle; and even a trip to South Africa to support a Jimmy Carter build for Habitat for Humanity’s International Build project.

 
 

Keagan Rushmore

Keagan has been helping his client’s plan and manage their financial future since 2008; his experience has given him the benefit of helping clients in what has arguably been the best of times and the worst of times. Obtaining an MBA in Finance, Keagan works with many small business owners and managers, as well as individuals, couples and families, to help plan the best tax outcomes for their needs. He specializes in planning for future outcomes, instead of taking a passive ‘rear view mirror’ approach to finances, benefits, accounting and estate planning.

He calls Grand Rapids his home, having been born in Michigan. In his spare time, he has worked to better his community through volunteer actions that share his unique skills, including: President for the Habitat for Humanity Young Professionals of Kent County; President of the Society of Finance Service Professionals in Western MI; Trustee for the Finance Council of St. Dominic Church in Wyoming and a founding trustee of the Knights of Columbus Council at Aquinas College.


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Charles Rushmore and Keagan Rushmore are not attorneys. For specific estate planning advice please contact a qualified estate planning attorney. Charles Rushmore and Keagan Rushmore are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. L2 Advisors, LLC is not affiliated with USA Financial Securities.

Charles Rushmore and Keagan Rushmore are authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: Charles: FL, IN, MI, OR. Keagan: AZ, CA, MI For investment advisory services these states include: Charles: MI Keagan: MI Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.