Contact Us
Financial Planning, Retirement Planning, Education Funding, and Tax Planning and Preparation – Serving Greater Boston and NH Seacoast and Anywhere in the US from Amesbury and Burlington Offices
Operating Hours:
We are generally available Monday through Friday from 8:30 AM to 5:30 PM, and on Saturdays from 1 PM to 4 PM. You may phone, email, or schedule a remote meeting using the links below. Depending on scheduling and location, we also can meet at your home in the Merrimack Valley and NH Seacoast areas.
Prospective Clients - To schedule an introductory call or remote meeting: Click Here.
Existing Clients - Schedule a Conference Call (up to 1 hour): Click Here.
Existing Clients - Schedule a Remote Meeting (up to 2 1/2 hours): Click Here.
For New Client Inquiries, Click Below to Set Up An "Introductory Call"
Schedule an appointment
to meet with me
Please include what services you wish to discuss. You may indicate:
- Business Consulting
- Business Tax Planning
- Individual or Trust Tax Preparation
- Estate Planning
- SmartTax Plan & Prep Bundle
- Tax Resolution
- Business Services
- Education Funding
- Retirement Planning
- Tax Reduction Strategies
- Other
Contact Information
- 100 Main St., PMB 302
Amesbury, MA 01913 - 617-398-7494
- 1-877-668-2721
- Steve@BostonTaxPlanners.com
- Steve@ClearViewWealthAdvisors.com
