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

If you receive tips from customers you will want to read this

We thought this OMB survey request from IRS’ National Office Research Division was interesting. As far as we can determine, IRS is in the early to ... Continue Reading →

The Senate on Tuesday passed the extenders package and the President is expected to sign also

We Bid Adieu to the 113th Congress… The Senate on Tuesday passed the tax extenders package, H.R. 5771, we are still awaiting the President’s signature ... Continue Reading →

MA Minimum Wage Changes

The first in a series of three minimum wage hikes takes place in a few weeks. On January 1st, 2015 the MA minimum wage increases ... 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.

Read More

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.

Read More

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"

Read More

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!

Read More