Because you're "family," we make it a priority to get to know your business intimately. That way, we can help you to achieve your performance goals. Whether we see you daily or annually, our commitment to excellence is second to none. Trust us to deliver exceptional quality services every time.
Tax planning and preparation are our central focus, so it's our priority to provide you with not only our specialized expertise, but also peace of mind. We deliver our best work every time by utilizing our highly-qualified staff, staying current on the latest tax laws and getting to know you personally. This proven combination builds trust and promotes your success.
We do much more than prepare excellent tax returns. Because you're important to us, as a member of the Rea & Associates family you receive:
- All allowable deductions, every year
- Extra-secure online access to your tax return, 24/7
- E-file service for maximum convenience
- Tax law updates, mailed to you frequently to keep you informed
- Any tax complications quickly resolved through our direct online IRS dialogue
- A finished copy of your tax return provided in your secure online portal
Secure online access
As a Rea & Associates client, you enjoy exclusive use of our extra-secure Online Portal to access your financial data. Log on at any hour of the day or night to view or print your tax returns. We store your electronic information for up to seven years. Best of all, as always, you can count on the highest possible level of security and confidentiality.
Of all the techniques a business can utilize to reduce its tax obligations, nothing is more effective than proper planning. Fortunately, planning is one of our strengths. The type of entity you use for your business (i.e. partnership, corporation, sole proprietor, etc.) can be critical. We can help guide you in making the right selection.
As you know, there are many professional firms that can prepare your business taxes. However, Rea & Associates' responsibility extends far beyond tax preparation. What makes us stand out is our ability to work with our client family to develop proper plans and strategies that really make a difference. We understand closely held businesses, keep you apprised of all pertinent tax planning options and always look out for your best interests. In no time, you'll discover why many of our clients have relied on us for more than 30 years.
Secure online access
As a Rea & Associates client, you enjoy exclusive use of our extra-secure online portal to access your financial data. Log on at any hour of the day or night to view or print your tax returns. We store your electronic information for up to seven years. Best of all, as always, you can count on the highest possible level of security and confidentiality.
Small Business Start ups and Consulting
We know you're busy. Starting and growing a small business takes time, energy and perseverance. You have products to market and/or clients to procure – which leaves little time to devote to accounting. That's where we come in.
Your financial records are a critical component of your success, so as your accounting advisor we work with you to develop a user-friendly, time-saving accounting system that frees you up to do what you do best: run your business. Our full-service accounting department customizes your reports to match your needs.
We're here to save you time by managing everything from your day-to-day payroll and financial reporting issues, tax returns and W-2s, to payroll checks, tax deposits, general ledgers, subordinate general journals and employee deductions.
Entrepreneurs also depend on our tax department for tax planning, annual tax return preparation, financial statements and more.
Don't wait another day to turn over your accounting, payroll and financial reporting headaches to us. We're pleased to handle these functions so you can concentrate on building your business. Or, we can review your current system and help enhance its efficiency. The bottom line is, we care about your ongoing success. In every way possible, we want to help you achieve your goals and dreams.
However large or small your business, we can create ideal accounting solutions for your needs. We'll design an electronic, manual or Web-based accounting system that works efficiently and is easy to use. If you'd like to upgrade your system to save time, just let us know.
If you'd rather keep your current system, ask us to enhance it for greater efficiency. Whether your data is manually recorded or in an electronic program such as QuickBooks (we're QuickBooks Pro Advisors), we have your financial bases covered.
We're pleased to provide the following basic categories of accounting services – which can be modified to your unique situation to promote your profitability:
Annual - Every business year, just supply us with your accounting records and we'll provide you the information you need to prepare your business tax returns and/or financial statements. We're proficient with most types of accounting systems, from manual and electronic, to Web-based and others.
Quarterly - To provide you with the right financial information, we'll design and implement just the right accounting system for your needs. In addition to payroll, we can also reconcile your bank accounts, assemble financial information, make adjustments, prepare statements and help improve your procedures. The best part is, all of your financial data will be up-to-date at year's end for your upcoming tax returns.
Monthly or daily - If your needs require more frequent attention, our staff is available to assist you. In fact, we can be your virtual accounting department. We'll prepare your payroll, file your payroll tax returns, prepare financial statements, record your income, reconcile the bank, etc. Outsource it all to Rea & Associates and enjoy peace of mind.
Secure online access
As a Rea & Associates client, you enjoy exclusive use of our extra-secure online portal to access your financial data. Log on at any hour of the day or night to view or print financial statements, tax returns and more. We store your electronic information for up to seven years. Best of all, as always, you can count on the highest possible level of security and confidentiality.
To eliminate your payroll hassles, Rea & Associates offers complete payroll processing. We'll customize a system that matches the way you do business. And to ensure the highest possible degree of efficiency and accuracy, you'll work with the same staff member every time - a person who understands how your company does things.
Choose from our paper or electronic payroll services:
Paper checks from your bank account - Just give us your employees' hours and we'll calculate your payroll, process your checks and create a payroll check register for your records. We'll also make your federal and state payroll tax deposits or calculate them so you can do so, as well as prepare your quarterly/annual tax returns and W-2s.
Paper checks from our trust account - Send us your employees' hours and all you do is write one check, pick up your payroll, and we take care of the rest! All deposits are made on time, quarterly/annual tax returns, W-2s for employees and government filings are prepared for your signatures.
Electronic service - Simply give us your employees' hours and we'll process your payroll and have your employees' checks direct-deposited. We'll take care of your payroll reports, year-end W-2s, quarterly/annual payroll tax returns, etc. We also make your state and federal payroll deposits. All your records and reports will be available to view and print through our secure Web site.
Secure online access
As a Rea & Associates client, you enjoy exclusive use of our extra-secure online portal to access your financial data. Log on at any hour of the day or night to view or print financial statements, tax returns and more. As always, you can count on the highest possible level of security and confidentiality.
Employer access - Through our Web site, you have 24/7 access to all payroll records and reports prepared by our office. With our direct deposit feature, you will no longer need to physically hand out or mail paychecks. W-2s are also available online, again saving you time and money.
Employee access - Your employees can have secure online access to their pay stubs and W-2s through our site. They can also print duplicates if needed. At last you can say goodbye to postage and handing out checks and W-2s.
Your financial affairs impact just about everything in your life and business, so we take these matters seriously. Together with our trusted affiliates, we apply a great deal of knowledge, experience and vigilance to offer a complete range of financial advisory, consulting and planning services. It's this effective planning that actually makes the most impact on your tax return.
Our services include goal-oriented tax planning, financial planning, retirement planning, estate and business succession planning and investment consulting. We don't sell products, we offer independence. We work with you to establish the goals of a plan, then refer you to some of our trusted affiliates to implement it. We're then in a position to remain truly independent in reviewing the progress of your plan.
We care about your success in life and in business. We want to form a relationship with you that we hope will last a lifetime. It includes delivery of outstanding services, beneficial information, first-class resources and proactive financial strategies. Keep us in mind for all of your financial planning needs.
While we provide expert service in accounting, payroll, tax, business consulting and financial planning, it is the integration of these services that makes the biggest impact on your business.
Every company has different strengths and needs. As a business owner, you can choose to seek out multiple professionals who specialize in a single area. However, that approach leads to a fragmented view of your business. This is where we're different. We sit down with you and your staff to evaluate your firm's strengths and challenges and develop a plan that brings together all key areas, from accounting and payroll, to legal issues and technology.
Although we're quite good at what we do, we realize we can't be all things to all people. But then, that's not our goal. Where additional support may be required, in areas such as technology, living trusts, corporate organizations, audits/reviews, expert witness services, forensic accounting and litigation support, we work with a handful of trusted affiliates. Each shares our commitment to providing the same level of accuracy of personalized service you've come to expect from Rea & Associates. Using a consolidated approach, we work as a united team to achieve your goals.
Successful integration will make a tremendous impact on your business. Don't settle for a few pieces of the success puzzle. Partner with Rea & Associates – your complete support network.
Wondering if we're familiar with your type of business? The list below, while not meant to be all-inclusive, contains examples of our client categories:
- - Architects - Attorneys - Automobile dealers - Auto parts dealers
- - Beauty salons - Broker-dealers
- - Computer service companies
- - Construction (general, highway/paving, residential, specialty)
- - Dentists
- - Estates and trusts
- - Environmental organizations
- - Farmers
- - Individuals
- - Insurance agencies
- - Landlords
- - Manufacturers
- - Membership organizations
- - Non-profit organizations
- - Physicians
- - Real estate agents, brokers, developers, managers
- - Bars/restaurants
- - Retailers
- - Travel agencies
- - Trucking companies
- - Veterinarians
- - ... and more
Wondering if we can help you if you or your business is located outside of California? The answer is probably yes. Some of our clients are located out-of-state, and some outside the U.S. We use the latest technologies to make our relationships as seamless as possible no matter where our clients are located. Please contact us if you would like to discuss your individual situation.