Taxes

• Tax Planning
  Are your current financial statements meeting the needs of your bankers, investors, customers, bonding agents and underwriters? The success of your business depends on having accurate financial information to present to various entities. It also depends on proper tax planning and preparation in place. When you work with an advisor from a construction accounting firm who understands the information needed and the reasoning behind it, your bid can be set up to be received more favorably.
• Estate Taxes
• Tax Services
  Learn more about Rea's recent hires, Marc Harvey, Chief People Officer and Kaitlyn Robison, Director of Tax Services
• Real Estate Taxes
• Tax Deductions
• Income Tax
  The most current tax rates and provisions from the state and federal government. In addition to individual income tax rates and access to the State of Ohio's income tax table, this guide features retirement plan contribution limits, education credits, child and family tax credits, social security benefits, and more. Get your copy of the 2024 Tax Guide today to ensure that you can always access this helpful tax resource throughout the year.

Investment

• Wealth Management

Accounting

• Accounting Services
  "This firm offers best-of-breed CPA and accounting services, while their business advisory and professional consult set them apart as a rare trustworthy partner in a time crowded with commoditized choices."
• Payroll Services

Planning

• Financial Planning
  At a very basic level, Client Advisory Services (CAS) fills the growing need for a back office support for your business. From general ledger maintenance to recording daily transactions, payable services, bank and credit card reconciliations, and month-end closes, our team provides the support you need so you can focus on what you love. Through routine financial statement reporting and regular meetings, Rea goes a step further: Our accounting and advisory service team will harness tech solutions to deliver a deeper understanding of your business’s data to deliver expert analysis and short- and long-term financial planning insight.
• Retirement Planning
  Embarking on the entrepreneurial journey is a bold and rewarding endeavor, but it comes with unique challenges, especially regarding retirement planning. As author Stephen Covey wrote, “Begin with the end in mind.†Your financial future is intricately tied to the success of your business venture. In this guide, we’ll look at the complexities of retirement planning for entrepreneurs, offering insights and strategies to ensure your golden years are as fulfilling as your entrepreneurial journey.
• Long Term Care
  In addition to working with long-term care and nursing and retirement facilities, federally qualified health centers and foundations, we are experienced with Medicare and Medicaid regulation and third-party reimbursement. Plus, in addition to health care/medical tax planning and preparation, our team of specialized consultants can provide you with solutions to just about every challenge you may face as a practice owner.