Tax Smart Plan & Prep

Tax Smart Plan & Prep

Tax Smart Plan & Prep

Local Tax Services With the Confidence of an Established Nationwide Network

Prompt, Accurate, Confidential Personal & Business Income Tax Preparation and Planning Serving Greater Boston, the North Shore, Merrimack Valley and Seacoast NH areas

Boston Tax Planners is a service of Clear View Wealth Advisors, LLC. We are proud to only operate in a private and secure, IRS Circular 230 compliant communications network to submit all state and federal tax work documents.

We participate in the tax return preparation process via a secure nationwide network offered through Citrix Sharefile and Drake Software so the security of our system is of the highest available anywhere!

We are staffed locally by certified, licensed and experienced financial professionals.

Our local team is headed by Steve Stanganelli, CFP® who is supported by a network of CPAs, Enrolled Agents and experienced tax preparation professionals.

With the help of Steve Stanganelli, a CERTIFIED FINANCIAL PLANNING ™ Professional, you can find out what you can do to reduce your next year’s tax bill while also getting your financial house in order.

Tax Smart Tax Preparation Bundles … starting at $900 or $75/month

Tax Preparation is Just the Start … Planning Done Right Is the Key

While you’re focused on your last year’s taxes, it’s an ideal time for you to focus on your financial future.

Sometimes, just filing your return isn’t enough. Sometimes, you need a plan to pay the least you legally can.

Tax preparation is one piece of your finances. While it’s important, you can get more value from looking and planning ahead. By combining financial and tax planning with your tax preparation, you can be better prepared to make smarter money moves.

  • Federal 1040 With One State 
  • Additional Fees for Additional Forms (Schedule a, B, C, D, E), Worksheets, and States
  • Business, Estate, and Trust Returns Available at Additional Fees
  • More Information, Pricing and Bundle Coupons

Add Financial and Tax Planning Services for a Flat Fixed Fee (a modular and “lighter” version of our WealthCare Tune-Up Topics) for any two financial planning topic areas:

  • Credit/Cash Flow
  • Retirement or Social Security
  • College & Education Funding
  • Real Estate and Mortgage Funding
  • Insurance
  • Investing & Risk Profile
  • Tax Planning
  • Estate Planning Guidance

NOTE: Base plan includes tax preparation with tax planning for the fixed fee of $900/year (or $75/month). Add $400 for each additional topic area (beyond tax planning).

Limited planning, notes, Q&A sessions, and implementation support included.

Tax preparation and planning services are available to individuals, families, and businesses throughout the Boston, Massachusetts area from local offices. We also can provide tax and planning services remotely to those living anywhere in the United States.

SAMPLE Tax Analysis Reports Available:

SAMPLE Projected Roth Conversion Analysis

SAMPLE Projected Tax Report Analysis

NOTE on Standalone Tax Preparation Fees:

Standalone tax preparation fees average $390 (ranging between $320 and $450) and include e-filing and one state return. Pricing is based on the number and types of forms required to file. If additional tax research is needed on a topic or special representation is needed with the IRS or state Department of Revenue, the hourly rate may apply ($100). Late season submissions, tax filing extensions, and amended/corrected tax returns are subject to additional fees.

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