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Tax Planning and Prep

Virtually every financial decision has some tax implication. Northern Financial Advisors, unlike many other financial planning services, remain available to prepare its clients’ personal income tax returns annually. Since we are available year round, we also schedule tax planning appointments with our clients in order to customize tax saving strategies that may produce significant reductions in tax liability.

We provide an organization system that requires minimal effort to maintain and is designed to maximize tax savings, keep files organized, and help monitor cash flow. This system is available to clients at no extra charge.

We educate our clients to recognize tax reducing expenses in their daily lives. In the event of an audit, a qualified tax attorney, a CPA or an enrolled agent will handle the audit as part of our service. In some instances, the savings derived from effective tax planning and preparation are sufficient enough to actually pay the fee for the full financial planning program!