About Cormier & Rea
Tax and Financial Services

Jonathan P. Cormier. EA and Leonard D. Rea, EA, CFP®,
serving individuals and businesses in the Massachusetts area since 1986.

Jonathan P. Cormier, EA

Jonathan P. Cormier, EA

Jonathan P. Cormier is an Enrolled Agent with over ten years of experience in taxation and small business accounting. He is a graduate of Fitchburg State University, with a Bachelors in Business Administration with concentration in Accounting and Masters in Business Administration. Jon specializes in providing tax planning and preparation to individuals and small businesses. He is a member in both the National Association of Enrolled Agents and The National Association of Tax Professionals.

Jon and his wife Nicole reside in Paxton, MA with their two children Jacob and Nathan.

Leonard D. Rea, Enrolled Agent and Certified Financial Planner®

The Sturbridge Taxman
Leonard D. Rea, EA, CFP®

Leonard Rea is an Enrolled Agent and Certified Financial Planner™ practitioner with over 30 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 Our 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, along with my team, 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.

Member:


Tina Anderson
Financial Assistant

Tina Anderson, Financial Assistant:

After studying at Bryant College (now Bryant University), Tina worked in the banking and financial  industry for several years. Happy to take the time to raise her family, she went back to school in 2005 and completed her Bachelor of Science degree in Business Administration in May of 2007.   She re-entered the banking field once again, and then joined us in September of 2012. Tina is currently continuing her education in the Tax and Investment fields. She is our administrator and is the person behind the scenes facilitating the accuracy and timeliness 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.