Client Tools
Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™)
and his team, serving
businesses in the Massachusetts area since 1986.
Client Tax Organizer
Our NEW tax organizer is designed for ALL of our clients and can help you maximize your deductions and minimize your problems in preparing and filing your tax return. The organizer is comprised of eight parts, each developed to assist you in collecting relevant tax information needed to properly prepare your tax return.
Visit the Client Tax Organizer page and download, print and complete the applicable PDF forms. Once complete, please fax or mail it to the office, or you can upload it to us directly through our secure "Client Area".
Current clients can contact the office to request a "pro forma" tax organizer that includes prior year information and carryover data.
View our Client Tax Organizer
* You must have Adobe Acrobat Reader to view the Tax Organizer forms.
From Lenny's Desk
Timely announcements, news and updates are posted by Leonard Rea on a regular
basis. Headlines are listed in the right side section of most pages, and the
entire archive can be seen on the News page.
Our Client Newletter
A monthly summary of tax tips and news of importance to our clients can be found here. The link will take you to the current issue, but be sure once there to check out archived issues from the menu on the side of the page
Read the current Client Newsletter
Tax Tips Newletters
Tax Tips client newsletters are updated twice yearly. The summer edition includes timely topics to help you make informed decisions relevant to your tax situation. The winter edition includes all the latest tax law changes so you can prepare for the upcoming tax season and beyond.
Read the current Tax Tips Newsletter
Read the current Tax Tips For Small Business Newletter
* You
must have Adobe Acrobat Reader to view the newsletters. (PDF's will open
in your browser. Or download by right-clicking and 'save target as' ).
Organize Your Financial Records
Not sure how long to keep financial records?
It is not an exact science, but here are some guidelines.*
* You
must have Adobe Acrobat Reader to view the guidelines. (PDF's will open
in your browser. Or download by right-clicking and 'save target as' ).
Financial Calculators
Should I refinance my mortgage? How much do I need to save for my child's college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.
Auto Loan Calculator - determine what car you can afford based on your desired monthly payment amount.
-- More calculators are available in the Helpful Links Directory.
Check Your Refund Status
Federal Tax Return
The IRS provides a means to check your refund status online, through their secure website. You will need to have your SS# or Taxpayer ID#, Filing Status, and Refund Amount as shown on your return.
Ok, so Where's My Refund?
State Tax Return
Many States now offer a secure site to check on the status of your State Tax Refunds. Most require your SS# or Tax ID#, and Refund Amount.
Massachusetts: Where's My Refund?
Rhode Island: Where's My Refund?
Connecticut: Where's My Refund?
New York: Where's My Refund?
Maine: Where's My Refund?
Check Your Account
Check your HDVEST Accounts
