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

Information for Employers about Their Responsibilities Under the Affordable Care Act

If you are an employer, the number of employees in your business will affect what you need to know about the Affordable Care Act (ACA). ... Continue Reading →

Important: if you will be claiming a hardship exemption from the health insurance requirement

Hardship Exemption Certificate Number Requirement The Affordable Care Act (ACA) established statutory exemptions from the individual shared responsibility payment when the taxpayer experiences “hardships” preventing ... Continue Reading →

Small Employers Should Check Out the Health Care Tax Credit

New and existing small employers who do not yet benefit from the Small Business Health Care Tax Credit should look into whether the credit can ... 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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