Client Tools

Jonathan P. Cormier, EA and Leonard D. Rea, EA, CFP® (Enrolled Agent, Certified Financial Planner™) and their team, serving businesses in the Massachusetts area since 1986.

Client Tax Organizer

Our 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

From Lenny’s Desk – (The Blog)

This is Lenny’s blog, filled with timely announcements, news and updates are posted on a regular basis. Latest Posts are listed in the right side section of most pages on this site, and the entire archive can be seen and searched from the blog page.

View the blog – From Lenny’s Desk

Newletters & Brochures

We have a selection of timely newsletters and subject specific brochures full of information useful to our clients.

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 or  Tax Tips For Small Business Newletter

Tax Tips and Information Brochures

 We offer a number of subject specific brochures ranging from tax tips for military personnel, clergy, or rental property owners to what to do if you are contacted by the IRS to various types of IRAs and savings plans explained

View our selection of Tax Tips and Information Brochures

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.

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.

Helpful Links Directory

There are many great sites on the World Wide Web but trying to actually find trustworthy and authoritative  sites can sometimes be a frustrating experience. We have compiled a list of Websites that we have found to be helpful resources of information.

View our Helpful Internet Links