“Great Lakes Tax Team was established to provide our clients with high quality tax preparation services. With a combined ____ years of experience in the financial sector, our focus is providing proactive tax planning strategies that may reduce client’s tax liability now, and in the future. Start building your future with us today, we look forward to servicing your tax needs.”
– Chuck Rushmore, President.
Do You Have a Will?
Though most Americans are aware that they need some sort of Will, the majority of us – about 60% – don’t have one. People procrastinate for many reasons, but it’s important to know that Estate Planning – no matter the size of your estate – doesn’t have to be complicated or expensive. And once it’s done, you’ll rest easier, knowing that your wishes will be fulfilled no matter what the future brings.
Can’t Take it With You
It’s a universal truth that you can’t take it with you. But will your inheritors have to pay for what you leave behind? When a person dies, someone must step in to finalize that person’s affairs. Bills must be paid, property must be accounted for and assets must be passed on to the heirs chosen by the deceased person. Without other arrangements, state law usually requires that all this be handled through court proceedings. This process can take many months. Probate is time consuming, expensive and almost always avoidable; start planning today and breath easy knowing you won’t be passing a burden on to your heirs.
RECOMMEND DELETING or rephrasing
We realize that many of us are squeamish when it comes to thinking and talking about death,particularly our own. But, preparing a few legal documents with the help of someone who is familiar with this process can ensure that the things you worked so hard for all your life will be saved from probate and unnecessary taxes. Get answers to your estate planning questions. Learn how to provide a personalized program that’s just right for you and your family. Don’t put this important decision off any longer. You’ll be glad you did.
How It Works
Our Alliance Partners have over twenty-five years of experience in assisting clients with Estate Planning. In that period of time our Partners have assisted in the development of 15,000 Estate Plans. Today, they have taken these years of experience and developed the Dynamic Trust Portfolio. This package provides all the documents listed above and more! For those of you who need more OR less, we have other packages to suit your unique needs. Contact us today to learn more.
Intake Form Download
A tax intake questionnaire can facilitate the process of pulling together your tax information. This basic tax intake tool is designed for new clients and allows you to gather the information you need for us to help you. You can then print the completed tax intake tool and mail it, drop it off at our offices or request a client portal be sent to you to upload from home, whichever way best serves you!
NEVER fax or e-mail the completed forms over the phone lines or internet… It’s not safe!
We can help you go over the internet through our private IT system with Client Portals if you desire. We also find it helpful if you provide your last two years tax returns that includes prior year information and carryover data.
You can click the link below to download the intake form in Adobe Reader (PDF) format. You can get Adobe Reader free from Adobe’s website.
Federal Tax Forms
Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.
Great Lakes Tax Team
2674 Kraft AVE SE
Grand Rapids, MI 49545
Monday to Friday
9AM to 5PM