Steven Stanganelli CFP®

About Steven 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 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 .