Business Details
38 Years
experience
Trusted Accounting Services in Modesto, CA
Rea & Associates was founded in 1988 by Bob Lewis and Walter Rea, evolving into Rea & Associates, LLP in 2004 with the partnership of Tim Taylor. Based in Modesto, California, we serve clients across the U.S. and internationally, combining cutting-edge technology with personalized service. Our team prioritizes deep client relationships, treating every client like family while delivering accurate, timely accounting solutions. We invest heavily in staff education, requiring 40-50 hours of annual continuing education to maintain expertise. Our commitment to innovation includes a paperless workflow, secure 24-hour client portals, and advanced training facilities. We specialize in tax planning, bookkeeping, payroll, and strategic business advice tailored to agriculture, small businesses, and startups.Our mission emphasizes excellence, technology, and a friendly environment where clients feel valued beyond transactions. Community involvement and client care drive our approach, ensuring we exceed expectations daily. With decades of combined experience, we blend big-city expertise with small-town accessibility. Our security protocols protect client data while maintaining operational transparency. From holiday parties to personalized tax strategies, we balance professionalism with a welcoming atmosphere. This philosophy has sustained our reputation as a trusted partner for financial success.
Services
Tax Planning
Bookkeeping
Payroll Services
Business Advice
Accounting Solutions
Details
- Year established: 1988
Highlights and features
- We combine 35+ years of local expertise with national service capabilities
- Our staff maintains 40-50 hours of annual continuing education for technical excellence
- 24-hour secure client portal access for convenient document management
- Paperless operations with advanced cybersecurity protections for data safety
- Personalized service model treating clients as extended family members
Associations and certifications
- CPA
- Enrolled Agent (EA)
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through strategic deductions and credits. We provide year-round guidance for optimal tax positions while ensuring compliance with evolving regulations. Clients receive personalized strategies tailored to their unique financial situations.
Bookkeeping
We manage complete bookkeeping solutions allowing business owners to focus on growth rather than accounting tasks. Our digital systems ensure accurate record-keeping with real-time financial reporting capabilities. Services include accounts payable/receivable, payroll processing, and financial statement preparation.
Payroll Services
Our payroll experts handle all aspects of employee compensation including tax filings, direct deposits, and regulatory compliance. We reduce administrative burdens through automated systems while maintaining 100% accuracy in wage reporting and tax submissions.
Business Advice
We provide actionable business insights beyond financial numbers through comprehensive analysis. Our advisors help clients make informed decisions about growth strategies, operational efficiency, and tax-advantaged opportunities. Services include quarterly planning sessions and customized financial roadmaps.
Accounting Solutions
Our full-service accounting solutions cater to agricultural businesses, startups, and service providers. We offer cloud-based platforms for real-time financial visibility combined with personalized support. Services include QuickBooks training, audit preparation, and CFO advisory services.
People
Walter T. Rea Jr.
CPA Partner
Co-founder with over 35 years of accounting experience, specializing in tax strategy and agricultural business solutions. Committed to personalized client service and community development.
Timothy D. Taylor
EA Partner
Partner since 2004 with expertise in business advisory services. Focuses on delivering strategic financial guidance while maintaining 100% compliance with tax regulations.
Deanna Van Unen
Administrative Assistant
Supports firm operations with 15+ years of experience in accounting administration. Ensures smooth day-to-day office functions and client communication.
Karen Wilson
Bookkeeper
Experienced bookkeeper managing financial records for small businesses. Specializes in accurate, timely reporting using digital accounting platforms.
Heidi Davis
Receptionist
Front office manager with a decade of client service experience. Coordinates initial client interactions and office events with a welcoming approach.
Questions
What accounting services do you specialize in?
We specialize in tax planning, bookkeeping, payroll processing, business advisory services, and accounting solutions for agricultural businesses and small enterprises.
Do you serve businesses outside California?
Yes, we serve clients nationwide and internationally through our digital platforms while maintaining our Modesto, CA headquarters.
How do you ensure client data security?
We implement advanced cybersecurity measures including encrypted portals, regular security audits, and staff training to protect financial information.
Can I access my financial records online?
Yes, our NetClient CS Portal provides 24/7 secure access to financial documents, tax records, and accounting information.
What makes your firm different from other accountants?
We combine technical expertise with personalized service, treating clients like family while offering cutting-edge digital solutions and 40+ hours of annual staff training.
Do you work with agricultural businesses?
Yes, we have specialized expertise serving Central Valley agricultural operations, including farm entities and related service providers.
