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Biography

Dante Stefanelli is a Principal working remotely from Erie, PA, supporting the Raleigh office. He specializes in tax compliance and consulting, delivering tailored solutions and strategic advice to small business owners and individuals. Dante leverages his experience to assist clients in navigating complex tax scenarios, optimizing compliance efforts, and proactively addressing tax planning opportunities.

Prior to joining Cerity Partners, Dante was a member of the tax practice at Cook Wealth, a holistic planning firm that merged with Cerity in April 2025. Prior to Cook, he spent six years working for a large regional public accounting firm in Erie, Pennsylvania, where he primarily served business clients. This experience allowed him to build strong competencies in tax compliance and advisory roles, developing a comprehensive understanding of the unique tax issues and challenges commonly encountered by small businesses.

Learn more about my practice.

Education

  • Bachelor of Science in Business Administration (BSBA), Accounting, Gannon University

Highlights

  • Certified Public Accountant (CPA)

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.