SmartTax Plan Bundles

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.

TaxSmart Tax Preparation Bundles … starting at $800 or $70/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 starts at $300
  • 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 $800/year (or $70/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.

NOTE on Tax Preparation Fees:

Standalone tax preparation fees average $300 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).