About Leonard D. Rea & Co.
Tax and
Financial Services
Leonard D. Rea, EA, CFP® and his team,
serving individuals and businesses in the Massachusetts area since 1986.
Leonard
Rea is an Enrolled Agent and Certified Financial Planner™ practitioner
with over 20 years experience in taxation and financial services. He is a graduate
of the College for Financial Planning in Denver, Colorado.
He has extensive experience in providing tax and advisory services to individuals and a wide variety of service industries with a concentration in tax and retirement planning.
About My Credentials
Just what is an Enrolled Agent?
An Enrolled Agent is a tax specialist licensed by the federal government. Prospective EA’s must pass a rigorous two day examination covering all aspects of federal tax law to become an Enrolled Agent. They must also complete continuing education each year to maintain their license. As an Enrolled Agent, I am authorized to represent you before all levels of the Internal Revenue Service.
(For
more information about Enrolled Agents, see the NAEA link below)
Certified Financial Planner™ Professional
As a CFP® professional, 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 family's security in the event you are not there to provide for them.
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Member:
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National Association of Enrolled
Agents
Massachusetts
Society
of Enrolled Agents
National Association of
Tax Professionals
Financial Planning
Association
Danette Lamothe, Financial Assistant: After completing her studies at Assumption College, Danette worked in the banking industry for several years. She transitioned from banking to financial services when we joined forces in 2006. She is our administrator and is the person behind the scenes that facilitates the accuracy and timeliness of many of our commitments to our clients.
HD Vest Financial Services: As our Broker Dealer, HD Vest is our behind the scenes consultant who many times helps us choose the best solutions for our clients needs. We consult with them on insurance and investments and once we make a decision on the best path for a client, they produce many of the proposals and illustrations that we use to present ideas to our clients.
About Our Clients
Individuals
We serve individual clients concerned about taking advantage of all the income tax deductions and credits available to them. We also serve clients who want the security of knowing they have done their best to protect the future security of their family by charting their financial course. Information is obtained from clients to ascertain what their future goals and objectives are and we work with them to put together a course of action that will aim to fulfill them.This web-site has been designed in an effort to provide useful information and tools for your benefit. I would appreciate your comments. This site would not be possible without the professional guidance and design of Kathy VanTassell of KVT Designs. My hat goes off to her for her patience and ability to exceed my expectations in the construction of the site.
Small Business Owners
We have been providing a wide range of financial services to small businesses since 1986. The variety of businesses that we serve include, but are not limited to: Auto Body, Beauticians, Consultants, Contractors, Law Firms, Medical, Real Estate, Restaurants & Caterers, Technology , Transportation, Video Production, and Web-site Design.
Some of the services provided include: * Payroll Processing * Accounting * Bookkeeping * Retirement Planning * Estate Planning * Business Continuation.
Please visit the the Small Business Services section of the web-site for more in-depth descriptions.
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