Steve Stanganelli, CFP®

Tax Preparer
General Manager / Financial Planner at Clear View Wealth Advisors LLC dba Boston Tax Planners
Wilmington Massachusetts 01887

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 Wilmington MA
  • Position
  • General Manager / Financial Planner
  • Year Established:
  • 2010
  • Online Social Profiles
  • Phone Number
  • 978-388-0020
  • Location
  • 25 Lowell St
    Ste 105
    Wilmington, MA 01887
    United States

Professional Background

  • 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 $250 and we expect that the average for all clients in 2015 will be closer to $300 because of the complexity and increased forms used by most clients. These prices are competitive and in line with those charged by national tax franchises.


    Depending on the type and sources of income and the type of credits you may be eligible for, we may need to file a Form 1040A or a Form 1040.


    Below is the fee schedule for the most typical forms filed from this office. Additional fees may apply for additional states (beyond MA) and additional forms or storage, mailing or copying. Base fee includes e-filing.

    2014 Tax Year

    1040EZ + One State (MA)

    1040A + One State (MA)

    1040 + One State (MA)

    Base Fee

    $60

    $60

    $60

    1040EZ

    +$20

    --

    --

    1040A

    --

    +$120

    --

    1040

    --

    --

    +$180

    Earned Income Credit

    --

    +$30

    +$30

    Education Credit

    --

    +$20

    +$20

    Business Schedule C

    --

    +$50

    +$50

    Itemized Deductions Schedule A

    --

    --

    +$30

    Dividends & Interest Schedule B

    --

    --

    +$25

    Real Estate Schedule E

    --

    +$40

    +$40

    MA Circuit Breaker Credit (over age 65)

    --

    +$30

    +$30

    Installment Payment or Credit Card

    +$5 per installment or charge

    +$10 per installment or charge

    +$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

More About Steve Stanganelli, CFP®

WHAT WE DO

Here at 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 based in Amesbury, MA and serving clients from offices located in Amesbury, Wilmington, Newburyport and Burlington.

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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