Personal Tax Prep & Planning

Federal, State & Local Tax Preparation

Sound, strategic tax preparation and planning can help you mitigate tax risk, enhance your cash flow and preserve the equity you worked so hard to build – leaving more for you and your loved ones to enjoy.

Don’t just react to taxes once the year is over. You should proactively plan for your taxes throughout the year.

Your Rea tax team will meet with you quarterly to develop a customized tax strategy & plan. Through proper and timely tax planning, you can ultimately save taxes and preserve your wealth, keeping more of what is rightfully yours.

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.