Business Details
50+ Years
experience
Trusted Accounting & Financial Services in Marion, IN
Rea Logan has been delivering quality financial guidance to individuals and businesses for over fifty years. Our expertise spans tax return preparation, audits, financial planning, and specialized services for diverse industries including agriculture, insurance, legal, and nonprofit sectors. Founded in 1962 by William H. Rea, CPA, we combine decades of experience with a team-oriented approach to ensure personalized attention and accurate financial solutions.Our mission focuses on maintaining client financial viability through proactive planning and adherence to high standards of excellence. We pride ourselves on building long-term relationships through transparency, ethical practices, and a commitment to exceeding client expectations.
Services
Tax Management
Accounting Services
Audits
Financial Planning
Estate Planning
QuickBooks Help
Payroll Services
IRS Representation
Business Succession
Mergers & Acquisitions
Details
- Year established: 1962
Highlights and features
- We offer over 50 years of experience in accounting and financial services.
- Our team provides personalized guidance tailored to individual client needs.
- We serve diverse industries including agriculture, insurance, and nonprofit sectors.
- Our services include specialized tax planning and multi-state compliance expertise.
- We maintain a team of certified professionals committed to ongoing education.
Services
Tax Management
Our tax management services guide clients through complex tax planning and preparation. We optimize financial opportunities using current tax laws while ensuring compliance. Our team provides strategic advice to minimize liabilities and maximize cash flow for individuals and businesses.
Accounting Services
We offer comprehensive accounting solutions from bookkeeping to financial statement preparation. Our services ensure accurate record-keeping and support for business decisions. We help establish efficient accounting systems tailored to each client's operational needs.
Audits
Our audit services provide assurance through thorough examination of financial records. We perform audits, reviews, and compilations to meet regulatory requirements and third-party needs. Our approach ensures transparency and reliability in financial reporting.
Financial Planning
We develop customized financial plans to help clients achieve long-term goals. Our services include retirement planning, investment analysis, and risk management strategies. We focus on tax-efficient solutions for sustainable financial growth.
Estate Planning
Our estate planning services help clients navigate complex tax laws for asset transfer. We create strategies to minimize tax liabilities while ensuring wishes are followed. We provide comprehensive guidance for both individual and business succession planning.
People
Tracy L. Kelly
CPA
Tracy L. Kelly, CPA, brings extensive accounting expertise to Rea Logan With a focus on client-centered solutions, Tracy ensures accurate financial reporting and strategic tax planning for individuals and businesses in the Marion area.
Doug Bryant
CPA
Doug Bryant, CPA, specializes in financial planning and tax advisory services. With years of experience in public accounting, he helps clients achieve financial goals through personalized strategies and comprehensive compliance solutions.
Alan G. L. Smith
CPA
Alan G. L. Smith, CPA, leads our Peru office with expertise in audit and assurance services. He focuses on delivering accurate financial insights and compliance solutions to local businesses and nonprofit organizations.
Robert Logan
CPA
Robert Logan, CPA, specializes in business tax services and succession planning. With deep knowledge of Indiana business regulations, he provides strategic guidance to help companies maintain compliance and long-term viability.
Noah Harris
CPA
Noah Harris, CPA, focuses on individual tax preparation and financial planning. He helps clients navigate complex tax situations while providing clear, actionable advice to improve financial outcomes.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax compliance services tailored to small business needs.
Do you handle multi-state tax filings?
Yes, our team has expertise in multi-state taxation and can manage complex cross-border compliance requirements.
Can you assist with QuickBooks setup and training?
We offer QuickBooks setup, training, and optimization services to help businesses use accounting software effectively.
What audit services are available?
We perform audits, reviews, and compilations with varying levels of assurance to meet regulatory and stakeholder requirements.
Do you provide estate and trust tax planning?
Yes, we help clients with estate tax strategies, trust administration, and succession planning to minimize liabilities.
How can I schedule a consultation?
Contact our Marion, Peru, or Wabash office to arrange a personalized consultation with our accounting professionals.
