Personal and Small Business
Tax and Financial Services
Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™)
Serving individuals and businesses in the Massachusetts area.
Established in 1986, I 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, 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.
What I can help you with ...
As
an Enrolled Agent and Certified Financial Planner™ professional,
I
can relieve you of the stress and anxiety of trying to keep up with constantly
changing
tax
laws
and
financial opportunities. I have been assisting individuals and small businesses
in pursuing their financial goals since 1986. Contact me
today and see why
so
many
others have come to rely on me as their advisor. There is no charge
for your initial consultation.
As you explore this web-site, be sure to check out “From Lenny’s Desk”. You will find timely tax and financial information updated on a monthly basis.
