Privacy Policy

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

Below is a copy of our Privacy Policy:

  Our Privacy Policy (782.2 KiB)

Privacy Policy For Services

(website policy below)

We collect nonpublic personal information about you from the following sources:

  • Information we receive from you on applications, tax preparation worksheets, other documents we use in preparing your tax return, or other forms;
  • Information about your transactions with us or others and
  • Information we receive from a consumer reporting agency.

We may disclose the information we collect above to companies that perform marketing services on our behalf or to other financial institutions with whom we have joint marketing agreements.

We do not disclose any nonpublic personal information to anyone, except as permitted by law.

If you decide to close your account(s) or become an inactive customer, we will adhere to the privacy policies and practices as described in this notice.

We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Your confidence in us is important and we want you to know that your personal and account information is safe. If you have any questions or concerns, please contact us at:

Cormier & Rea
49 Main St.
Sturbridge, MA 01566
Phone 508-456-0855
Fax 866-385-9909

Privacy Policy for This Website

Our postal address, email and telephone is as stated above.

For each visitor to our Web page, our Web server automatically recognizes the referring URL and IP address for page statistical analysis only, as well as recognizing the user-agent (browser) being used to ensure pages display correctly.

We collect information volunteered by the consumer, such as survey information and requests for product or service information.

The information we collect is used for internal review, used to improve the content of our Web page, and is then discarded. It is not shared with other organizations for commercial purposes.

We do not set any cookies. If you do not want to receive e-mail from us in the future, please let us know by sending us e-mail at the above address, calling us at the above telephone number, writing to us at the above address.

If you supply us with your postal address on-line you will only receive the information for which you provided us your address. Persons who supply us with their telephone numbers on-line will only receive telephone contact from us with information regarding requests they have placed on-line.

We do not partner with or have special relationships with any ad server companies.

From time to time, we may use customer information for new, unanticipated uses not previously disclosed in our privacy notice. If our information practices change at some time in the future we will contact you before we use your data for these new purposes to notify you of the policy change and to provide you with the ability to opt out of these new uses.

Upon request we provide site visitors with access to all information [including proprietary information] that we maintain about them. Consumers can access this information by e-mailing us at the above address, or writing to us at the above address.

Upon request we offer visitors the ability to have inaccuracies corrected in contact information, financial information, unique identifiers, transaction information, communications that the consumer/visitor has directed to the site. Consumers can have this information corrected by sending us e-mail at the above address, calling us at the above telephone number, writing to us at the above address.

If you feel that this site is not following its stated information policy, you may contact us at the above addresses or phone number.