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Steve Stanganelli, CFP®

Tax Preparer
General Manager / Financial Planner at Clear View Wealth Advisors LLC dba Boston Tax Planners
Amesbury Massachusetts 01913

978-388-0020 Click to dial

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Tax preparation is just the start . . .tax planning is the key!

Contact Details

  • Business
  • Clear View Wealth Advisors LLC dba Boston Tax Planners
  • Logo
  • Clear View Wealth Advisors LLC dba Boston Tax Planners Company Logo by Steve Stanganelli, CFP® in Amesbury MA
  • Position
  • General Manager / Financial Planner
  • Year Established:
  • 2010
  • Online Social Profiles
  • Phone Number
  • 978-388-0020
  • Location
  • 100 Main St
    Suite 302
    Amesbury, MA 01913
    United States of America

Professional Background

  • Hours of Operation
  • By Appointment - Mondays thru Saturdays
  • Accepted Forms of Payments
  • All Major Credit Cards Accepted
  • Fee Structure
  • Our Pricing Policy –
    How Much We Charge to Prepare Your Tax Return
     
    Our goal is to provide you with prompt and accurate tax preparation services for a fair price that covers our costs for doing business and produces a fair profit so that we may remain in business to serve you year after year.
    Everyone’s situation is different. And fees will vary based on each person’s circumstances. Generally, our fees are based on a set fee for each form and schedule needed to prepare an accurate income tax return.

    On average, our clients last year paid about $300 and we expect that the average for all clients in the upcoming year will be close to the same (between $300 and $350), but the fee for a specific client may be higher for more complex returns with increased number of forms. These prices are competitive and in line with those charged by national tax franchises.

    Additional fees may apply for additional states (beyond MA) and additional forms or storage, mailing or copying. Base fee includes e-filing.

    Base fee is $300 and includes Form 1040 + One State (MA) and audit protection.

    Additional fees may apply for specific forms for specific tax credits.

    Business Schedule C and related depreciation schedules: +$50.

    Itemized Deductions Schedule A: +$30

    Dividends & Interest Schedule B: +$25

    Real Estate Schedule E: +$40

    MA Circuit Breaker Credit (over age 65): +$30

    Installment Payment or Credit Card: +$10 per installment or charge

    Additional fees may apply for filing other forms including an amended state or federal return, depreciation schedules, 1099-C for cancelled debt, W2G for gambling winnings, 1098-T for tuition fees or additional states. Additional research or time may be subject to prevailing professional rates of $80 per hour. Clients are responsible for any interest (1.5%/month) or collection costs incurred for non-payment.
  • Credentials

    • Member, National Association of Tax Professionals ()

    • Member, Financial Planning Association ()

    • Member, National Association of Personal Financial Advisors ()

    • Member, Association of Divorce Financial Planners  ()

    • Member, Merrimack Valley Estate Planning Council ()

  • Honors & Awards
  • Five Star Wealth Manager award winner 2019, 2021
    Paladin Registry Five Star Advisor since 2008
    Multi-year Outstanding Advisor Rating - AdviserRating.com
    Accredited Business A+ Rating, Better Business Bureau
    Member, Beta Gamma Sigma Honor Society
    Top 100 Wealth Management Blogs and Websites
    BrightScope Featured Advisor (2010-2015)

About Steve Stanganelli, CFP®

WHAT WE DO

Here at Boston Tax Planners, a service of Clear View Wealth Advisors, we do more than tax preparation. We do tax planning. Traditional tax preparers look in the rear view mirror and record the year that was. We are different. We focus on looking ahead and planning so that you lower your taxes, build wealth and improve your cash flow.

As April 15 approaches, you know you can count on us for a timely, accurate tax return. But sometimes, just filing your return isn’t enough. Sometimes, you need a plan to pay the least you legally can.

Our tax planning service starts with a proactive look at all your income and expenses. Our goal is to ferret out every legal deduction, credit, loophole, and strategy available, before we file your return.

No “red flags.” No “gray areas.” No “aggressive” moves.

Everything is court-tested and IRS-approved.

When we meet to present your completed return, we’ll talk more about how tax planning can leave more in your pocket. In the meantime, if you have any questions, just call 978-388-0020 or 617-398-7494.




ABOUT Steve Stanganelli, Tax Planner

Steve Stanganelli, CFP ®, CRPC ® is a NAPFA-Registered Financial Advisor. He is a five-star rated, board-certified financial planning professional with over 25 years of experience coaching individuals and businesses on ways to improve and protect their bottom line. He is the founder and managing member of Clear View Wealth Advisors, LLC an independent Registered Investment Adviser and tax planner based in Amesbury, MA and serving clients from offices located in Amesbury, Wilmington, Newburyport and Burlington. Steve also provides tax preparation, tax, estate, and financial planning services to clients virtually throughout the United States.

His practice encompasses qualified plan design, retirement income planning, investment management, divorce financial analysis, college funding strategies, and tax planning.

Steve is a published author on financial matters in the press and has appeared on Boston-area TV and radio. He is a featured advisor providing content and commentary on a range of financial, investing, retirement, tax, college and divorce planning topics on various platforms including the Paladin Registry, Brightscope, Money Tips, and NerdWallet. He is the publisher of Clear View’s Smart Money Insights Blog and the College Money Tips Blog on www.CollegeCashPro.com .

Steve holds the CERTIFIED FINANCIAL PLANNER ™ and CHARTERED RETIREMENT PLANNING COUNSELOR(sm) designations and has been awarded a Five-Star Quality Rating by independent advisor rating service, the Paladin Registry (www.PaladinRegistry.com). He is a member of the National Association of Personal Financial Advisors (www.NAPFA.org), the premier fee-only financial planning professional group in the country. He is also an active member of the Financial Planning Association (www.FPAnet.org) working on financial literacy initiatives and pro bono activities through the Massachusetts chapter. He is also a member and former executive officer of the Merrimack Valley Estate Planning Council (www.MVEPC.com).

Mr. Stanganelli earned his Master of Science degree in Finance (MSF) with a concentration in Personal Financial Planning from Bentley College of Waltham, Massachusetts with high distinction.  Mr. Stanganelli is also an honors graduate of the University of Massachusetts – Lowell. Steve has completed additional training through the Institute of Divorce Financial Analysts as well as specialized training in the areas of tax preparation and college funding issues.

Steve is a resident of Amesbury where he lives with his wife, Kristin, a Registered Dietitian, and sons, Spencer and Zachary and daughter Sabrina. He is an avid competitive cyclist.

For additional information, please visit www.FeeOnlyNetwork.com/Steve-Stanganelli  .

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