Exclusively for Current & Prospective Clients

The $90 CPA Prepared Tax Return

CPA Prepared Tax Returns

At Great Lakes Benefits & Wealth Management, we’re not just about offering a one-time deal; we’re about building lasting relationships. That’s why every client, regardless of their portfolio size or service package, receives a CPA prepared tax return for just $90 each year. This service extends to individuals with rentals, small businesses, and independent contractors. Our commitment to this annual offering showcases our dedication to affordability without compromising on the quality and expertise you deserve.

A Special Invitation to Prospective Clients

For those considering joining the Great Lakes Benefits & Wealth Management family, our $90 CPA prepared tax return isn’t just a service—it’s a symbol of our commitment to you. It signifies our dedication to providing consistent value year after year, ensuring that your financial journey with us starts on a note of trust and transparency. This offering is our way of demonstrating that, with us, you’re not just another client; you’re a valued member of our community. By entrusting us with your financial planning, you’re not only gaining access to our wide array of services but also to a team that genuinely cares about your financial well-being and seeks to provide tangible benefits from the very beginning.

Distinct Advantages for Our Clients

Your Local Financial Partner

Serving the communities of Elyria, Ohio; Sandusky, Ohio; and Madeira Beach, FL, we take pride in our local presence. We’re not just another financial firm; we’re your neighbors, familiar with the local landscape and dedicated to supporting the financial well-being of our community members. Whether you’re from the vibrant streets of Elyria, the scenic shores of Sandusky, or the sunny beaches of Madeira Beach, we’re here to serve you with a personal touch.

Experience Expertise and Value with Our Unique Tax Offer

Take the Next Step with Great Lakes Benefits & Wealth Management

Our $90 CPA prepared tax return is more than just a deal; it’s a testament to our dedication to providing value to our clients. If you’re over the age of 62 and have a net worth of $250,000 or more, we invite you to experience our services firsthand. Let’s embark on a financial journey together, ensuring your taxes are in expert hands and paving the way for a prosperous future.

Ready to File?

Sandusky Office

1325 Hull Road,

Sandusky, OH 44870

(419) 626-3900

Elyria Office

347 Midway Blvd #109,

Elyria, OH 44035

(440) 934-3141

Medeira Beach Office

150 153rd Ave, Unit 302

Madeira Beach, FL 33708

(727) 455-9388

Great Lakes Benefits Inc. is a Financial Advisory firm. Investment Advisory Services are offered by Great Lakes Benefits & Wealth Management, an OH Registered Investment Advisor.

© Great Lakes Benefits Inc. ALL RIGHTS RESERVED. 2024.