Cormier & Rea announce additional office at 483 Summer St, Ste 2000, Arlington, MA

Client Tax Organizers

Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™)
Serving individuals and businesses in the Massachusetts area since 1986.

Our tax organizer is designed for ALL of our clients and can help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of a number parts, each developed to assist you in collecting relevant tax information needed to properly prepare your tax return.

You can print the PDF and fill in the required information. 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.

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