Leonard D. Rea, Enrolled Agent and Certified Financial Planner®

The Sturbridge Taxman Leonard D. Rea, EA, CFP®

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.


The Latest From Lenny's Desk

It’s Not Too Late to Report Changes in Circumstances that May Affect Your Premium Tax Credit

If you enrolled in insurance coverage through the Health Insurance Marketplace , you are required to report changes to the Marketplace when they happen, like ... Continue Reading →

In 2015, Various Tax Benefits Increase Due to Inflation Adjustments

WASHINGTON — For tax year 2015, the Internal Revenue Service announced today annual inflation adjustments for more than 40 tax provisions, including the tax rate ... Continue Reading →

The Individual Shared Responsibility Payment

Beginning in 2014, the individual shared responsibility provision of the Affordable Care Act requires each individual to: Maintain a minimum level of health care coverage ... Continue Reading →

Secure Client Area

The privacy and safety of your personal information is very important. Have confidence sending and recieve important documents safely and securely through our Client Area Portal.

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Newsletters to Inform

Laws and strategies constantly evolve. Staying up-to-date is easy with our newsletters! The Monthly Client Newsletter; the Quarterly Tax Tips Newsletter and the Quarterly Tax Tips for Small Business Newsletter.

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Our Client Tax Organizer

Stay organized with our Client Tax Organizer. Download, print and complete the applicable PDF forms which you can fax or mail back or upload to us directly through our secure "Client Area"

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Helpful Tools and Links

Tracking the best helpful tools and links for a variety of needs: Financial Calculators, Refund Status checks; Government and Tax agencies and more!

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