Personal and Small Business
Tax and Financial Services
Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™) and his team, serving individuals and businesses in the Massachusetts area since 1986.
Established in 1986, we provide comprehensive financial services which include all aspects of business and individual tax planning and preparation.
As an Enrolled Agent, I am authorized to represent you before all levels of the Internal Revenue Service.
As a Certified Financial Planner™ professional, my team and I can assist you with planning for and pursuing your financial goals; whether planning for your child’s education, your retirement, or providing insurance for your families security in the event you are not there to provide for them.