IN CASE YOU MISSED IT
Expansion of Cyber Services
In 2019 , Rea merged with Cyber6 and began offering cybersecurity & data protection services . What began as a team of two has exploded and our “ Rea Information Services ” team is now more than a dozen strong .
The team ’ s tremendous growth was attributed to the overwhelming acceptance of Rea ’ s approach to risk management . The team focused on certifications , and clients responded by trusting Rea for additional information services and referring us to others in their network .
This team is truly just getting started – check out the “ On the Horizon ” section for their plans for 2022 and beyond .
New Relationship Offers Tax Savings
In 2021 , Rea formed a relationship with Specialty Tax Group ( STG ) located in Atlanta . This relationship with STG offers clients new services like cost segregation , green energy incentives , R & D tax credits , and more , to help you reduce your tax liability , improve cash flow and capitalize on your next investment . If you haven ’ t already met our STG team , ask your Rea advisor for an introduction ! Or visit specialtytaxgroup . com to learn more .
SafeSend is a Game- Changer for Tax Clients
Rea has been using SafeSend for a while , but we amped up our usage since the COVID-19 pandemic created a more virtual world . SafeSend handles the assembly , delivery , and e-signing process for our tax returns . In most cases , it eliminates paper altogether ! You receive a link to your return and after an identity verification process , you can access a PDF version of your return . You can e-sign your returns through SafeSend and get reminders about quarterly estimates . You can save copies of your returns and access them returns at any time . For pass-through entity returns , we can also distribute shareholder or partner K-1s by using SafeSend , therefore eliminating cost and wasted time . We recently tested using SafeSend for our tax organizers and engagement letters and will be utilizing this technology for this function as well .
You can use a computer or your mobile device to complete the task of signing . Talk to your Rea advisor if you ’ re interested in using SafeSend !
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