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Business Details
50+ Years
experience
Trusted Accounting and Business Advisory Services
REA has been a trusted partner in business advisory and accounting since 1938. Founded in Ohio and now operating across the United States, our team combines local insights with national expertise to deliver tailored solutions. We approach every engagement with humility, optimism, and a commitment to stewardship, fostering trust and cultivating sustainable growth for generations. Our collaborative approach goes beyond traditional accounting, crafting solutions aligned with clients' unique goals while staying ahead of industry changes through continuous learning. With a focus on integrity and relationship-driven service, we build bridges to success for businesses of all sizes.
Services
Accounting Audit Tax Services Retirement Plan Consulting Business Valuation Client Advisory Employee Benefit Plan Audit Wealth Management Managed IT Services State and Local Tax
Details
  • Year established: 1938
Highlights and features
  • We offer over 85 years of combined experience in accounting and business advisory.
  • Our team utilizes cutting-edge software for real-time financial insights.
  • We provide industry-specific expertise for construction, dental, and government sectors.
  • Our service model combines national expertise with local market knowledge.
  • We maintain CEFEX-ASPPA certification for retirement plan administration excellence.
What people say
Quickly and provides thoughtful insight Professionalism with a personal touch Cutting-edge software Deeply committed to our success Exceptional support
Services
Accounting
Our accounting solutions provide clarity and streamline financial processes through expert bookkeeping, financial reporting, and system implementation. We help businesses strengthen their financial foundation while ensuring compliance with evolving regulations. Our team delivers tailored solutions that align with specific industry needs, from day-to-day operations to complex financial reporting requirements.
Audit
Our audit services transform compliance requirements into strategic advantages by strengthening internal controls and enhancing operational efficiency. We specialize in audits for growing businesses, not-for-profits, and government entities. Our approach combines technical excellence with practical business insights to build lasting value beyond standard compliance checks.
Tax Services
We provide comprehensive tax planning and compliance services that minimize tax burdens while maximizing growth potential. Our expertise includes business structure optimization, tax credit identification, and multi-state tax navigation. Our advisors help clients with strategic tax planning, IRS examinations, and year-round tax decision support.
Retirement Plan Consulting
Our retirement plan consulting services help businesses design and administer customized retirement solutions that attract talent and ensure compliance. We offer plan design customization, administration support, and ongoing compliance guidance. Our team holds CEFEX-ASPPA certification for fiduciary excellence in retirement plan management.
Business Valuation
We provide accurate business valuations for mergers, acquisitions, succession planning, and dispute resolution. Our services include financial due diligence, quality of earnings analysis, and post-transaction integration support. Our approach combines valuation expertise with strategic transaction advisory to maximize business value.
People
Peggy Minnig
Principal
Peggy Minnig, CPA, specializes in tax and consulting services for manufacturing and medical industries. With over 25 years of experience since 1998, she became REA's first female Board Member in 2022. A Bluffton University graduate, Peggy joined REA in 2014 and serves clients from the Lima office.
Zac Morris
Principal
Zac Morris leads REA's assurance practice with expertise in audit and compliance services. He specializes in helping growing businesses and government entities strengthen their financial foundations through comprehensive audit strategies and operational efficiency improvements.
Steve Renner
Principal
Steve Renner directs REA's retirement plan consulting services with specialized knowledge in 401(k) and cash balance plan design. He provides strategic guidance for small to mid-sized retirement plans and holds industry certifications for fiduciary excellence.
Kathy LaMonica
Principal
Kathy LaMonica leads REA's State and Local Tax practice with expertise in multi-state tax compliance. She specializes in nexus studies, voluntary disclosure agreements, and sales tax system implementation for construction and e-commerce businesses.
Paul Weisinger
Principal
Paul Weisinger directs REA's valuation and transaction advisory services with expertise in business appraisals and merger/acquisition strategies. He provides valuation opinions for buy-sell agreements, gift tax planning, and litigation support across multiple industries.
Questions
What industries does REA specialize in?
REA specializes in serving construction, dental, government, not-for-profit, and professional services industries with tailored accounting and advisory solutions.
Do you offer outsourced accounting services?
Yes, our Client Advisory Services provide outsourced accounting, virtual fractional controller, and CFO services for businesses with revenues between $1-50 million.
What retirement plan services do you offer?
We offer full-service retirement plan consulting including plan design, administration, compliance testing, and employee education for small to mid-sized organizations.
How do you handle multi-state tax compliance?
Our State and Local Tax team provides nexus studies, voluntary disclosure agreements, and sales tax compliance solutions for businesses operating across multiple jurisdictions.
What makes REA different from other accounting firms?
REA combines local market knowledge with national expertise, technology-forward solutions, and a relationship-focused approach that emphasizes continuous learning and stewardship.
Do you provide business valuation services?
Yes, our valuation team offers business appraisals for mergers, acquisitions, succession planning, and litigation support with a focus on accurate market value determination.
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