Profile
REBEKAH LEA
ListedTax Preparation and Financial Planning in Medford, MA
About
About
Rebekah Lea is President of Grey Finance LLC, a tax and financial planning practice serving individuals and small business owners.
Lea is listed as an Enrolled Agent with unlimited IRS representation rights, and the source also identifies her as a CFA Charterholder.
Rebekah Lea is President of Grey Finance LLC, a tax and financial planning practice serving individuals and small business owners. The firm provides tax preparation and related planning support for clients who want help organizing records, understanding tax obligations, and making financial decisions with clearer information.
Lea is listed as an Enrolled Agent with unlimited IRS representation rights, and the source also identifies her as a CFA Charterholder. Her background includes a BS in Mathematics from Tufts University, an MS in Finance from Brandeis University, and prior work in mutual fund and hedge fund administration and corporate finance before founding Grey Finance LLC.
Based in Medford, MA, Grey Finance focuses on practical tax services and financial planning for personal and small business needs.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax services | Standard | ||
Service areas
Service areas
Medford, MA
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