• Welcome to Stellwagen & Associates

    With a diverse knowledge base in specialties including tax preparation, retirement planning and asset management, Stellwagen & Associates is truly equipped to meet all your financial needs.

    We’ll work hand in hand with you to understand your objectives, taking great care to design a comprehensive plan that’s tailored just for you, your needs and your future. Come explore our site and the services we offer and schedule your free consultation today. Receive a FREE PDF copy of my NEW book: THE SENIORITY SOLUTION

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  • Tax Preparation

    Stellwagen and Associates provides affordable tax preparation services for individuals, estates, trusts and closely – held businesses. Our years of expertise and streamlined processes allow us to complete our clients’ tax returns at costs that are significantly less than the commercial providers. Our current Senior Preferred Rate for a basic 1040 (including one state) is $79. We also offer “IRS Audit and ID Theft protection” for and addition cost. (This is strictly voluntary.) If you would like to have us prepare your 2015 income tax return, please call us at 941-375-2171.

Where are You From Retirement?

Stellwagen and Associates

Far From Retirement

We'll help you make the right decisions whether you're saving for college tuition, getting serious about investing or looking for the best way to manage your wealth.
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Stellwagen and Associates

Near Retirement

Stellwagen & Associates will help you make sound decisions and enter retirement feeling more confident about your financial position so you can enjoy retirement.
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Stellwagen and Associates

Already Retired

We’ll help you make the most of your retirement by working to conserve existing assets and looking for new ways to help improve performance as well as tax and estate planning.
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