Income Tax Planning and Compliance
Integrating your investment, tax and estate affairs is integral to optimal wealth

We can efficiently coordinate your investment activities with your tax advisors as well
as with your estate and trust attorneys – and we’re always on the lookout for tax
saving opportunities.

Today's tax laws are so complicated that even a person's relatively simple finances
can be confusing. It is just too easy to overlook deductions and credits to which you
are entitled.

There are many strategies that we can use based on your individual circumstances.  
Our challenge is to tailor these strategies with your financial objectives.

Northstar Financial Services, Inc.
Straightforward and Objective Asset Management