Jonathan Cormier, EA and Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™) and their 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 Enrolled Agents, we are 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.
Our Services
- Tax Preparation and Planning
- Financial Services for Individuals and Businesses
- Small Business Tax and Financial Needs
- Additional Services
Secure Client Area
The privacy and safety of your personal information is very important. Have confidence sending and receive important documents safely and securely through our Client Area Portal.
Client Tax Organizer
Stay organized with our Client Tax Organizers. Download, print and complete the applicable PDF forms which you can fax, mail, or upload to us directly through our secure Client Area.
Helpful Tools & Links
Tracking the best helpful tools and links for a variety of needs: Financial Calculators, Refund Status checks; Government and Tax agencies and more!