Business Details
50+ Years
experience
Your Trusted Accounting Partner in Marion, IN
Rea Logan has been delivering comprehensive accounting and financial services to individuals and businesses for over fifty years. Established in 1962 by William H. Rea, CPA, our firm has built a reputation as a trusted leader in the region, offering expertise in tax preparation, audits, financial planning, and business advisory services. Our team of seasoned professionals combines decades of experience with a personalized approach, ensuring clients receive tailored solutions for their unique needs.We serve diverse industries, including agriculture, legal, insurance, and nonprofit sectors, while maintaining a commitment to excellence, transparency, and client satisfaction. With three convenient locations in Marion, Peru, and Wabash, Indiana, we remain dedicated to helping clients navigate complex financial landscapes and achieve long-term success.
Services
Tax Management
Accounting Services
Estate Planning
QuickBooks Help
Payroll Services
Audits & Reviews
Financial Planning
IRS Representation
Entity Restructuring
Debt Advising
Details
- Year established: 1962
Highlights and features
- We offer over 50 years of experience in accounting and financial services.
- Our team serves diverse industries including agriculture, insurance, and nonprofit sectors.
- We provide personalized solutions tailored to individual and business client needs.
- Our firm combines seasoned professionals with a commitment to client satisfaction.
- We maintain three convenient locations across Indiana for accessible service.
Services
Tax Management Services
Our Tax Management Services guide clients through strategic tax planning and preparation, minimizing liabilities while maximizing cash flow. We stay updated on evolving tax laws to optimize opportunities for individuals and businesses. Our team provides comprehensive support for receipt organization, bill management, and compliance with federal and state regulations.
Accounting Services
We deliver accurate record-keeping, financial statement preparation, and accounting system setup for startups and established businesses. Our services include payroll processing, cash flow forecasting, and corporate tax planning to support informed decision-making and long-term profitability.
Estate and Trust Planning
Our Estate and Trust Planning services help clients navigate complex tax laws to ensure smooth asset transfer and minimize beneficiary tax burdens. We assist with creating comprehensive plans to protect loved ones and maintain business succession while adhering to legal requirements.
Audits & Reviews
We conduct audits, reviews, and compilations to verify financial accuracy and compliance. Our audits provide third-party assurance, while reviews offer limited assurance through analytical procedures. Compilations focus on internal reporting accuracy without formal assurance for business management.
Financial Planning
Our Financial Planning services help clients achieve long-term goals through asset allocation, investment monitoring, and retirement strategies. We integrate tax, estate, and business succession planning to create comprehensive roadmaps for financial independence and secure retirement.
Questions
What services does Rea Logan & Co., CPAs offer?
We provide tax preparation, accounting, audits, financial planning, estate planning, QuickBooks support, payroll services, IRS representation, entity restructuring, and debt advising for individuals and businesses.
How long has Rea Logan & Co., CPAs been in business?
Our firm has served clients since 1962, with over 50 years of combined experience in accounting and financial services across Indiana.
Which areas do you serve?
We operate from three Indiana locations: Marion, Peru, and Wabash, serving clients throughout the surrounding regions.
Do you specialize in specific industries?
Yes, we work extensively with agriculture, insurance, legal, restaurant, retail, and nonprofit organizations, offering tailored financial solutions.
Can you assist with QuickBooks accounting software?
As Certified QuickBooks Pro Advisors, we offer setup, training, support, and reviews to help businesses use QuickBooks efficiently and effectively.
