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

IRS Small Business Week Webinars – May 13th and 15th

The IRS Small Business/Self-Employed Division is announcing two specially designed webinars for small business owners.  Both events will air during National Small Business Week on ... Continue Reading →

Unpaid Debt Can Affect Your Refund

If you owe a debt that’s past-due, it can reduce your federal tax refund. The Treasury Department’s Offset Program can use all or part of ... Continue Reading →

Find out if You Qualify for a Health Insurance Coverage Exemption

The Affordable Care Act calls for individuals to have qualifying health insurance coverage for each month of the year, have an exemption, or make a ... 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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