Wealth Transfer & Protection Services

In addition to other tax services for individuals with means and those with dreams, your Rea team can help you transfer and protect your wealth through:

  • Health care reform education & solutions
  • Retirement saving & distribution planning
  • College savings
  • Personal financial planning
  • Life insurance analysis
  • Health insurance review
  • Taxing authority representation
  • Oil & gas income tax planning

Contact our Individual Tax Professionals
Rea’s tax services team brings together a group of experienced financial professionals who understand the tax needs of individuals. For more information on any of our individual tax services, contact our tax professionals or Lesley Mast, CPA, the head of our tax services team.