Providing financial information in a timely and accurate manner is our commitment to you.  Meaningful, well-organized financial records ensure that your organization will run more efficiently. At ScrogginsGrear, we can provide you with a full range of cost-effective accounting services including the following:

• General ledger & financial statement preparation
• Bookkeeping (Monthly/Quarterly/Annually)
• Accounting system setup 
• Nonprofit tax return preparation 

Our role in the financial reporting process is providing independent assurance to help your company with compliance issues and constructive solutions for maximizing profitability and efficiency. We provide financial reporting on all three levels of assurance:

Audit – an extensive examination; the highest level of assurance
Review – inquiry and analytical procedures; limited level of assurance
Compilation – reporting client information in a financial statement format; no assurance
With a trusted reputation for providing outstanding service to our clients, ScrogginsGrear continues to earn the highest possible rating and clean reports on our AICPA Peer Reviews!

Does your 401(k) Plan Need an Audit?

Employee Benefit Plan Audit
The accounting and tax issues involved with employer-provided benefit plans can be overwhelming. We have years of experience auditing a variety of employee benefit plans.

Has your eligible employee participation increased?
Many nonprofit 401(k) and retirement plans are too small to need an external audit. With some exceptions, when your participant count exceeds 100 will you be required to have a benefit plan audit. If your employee participation has increased, we can help you determine your needs. With our membership in the Employee Benefit Plan Audit Quality Center of the AICPA (American Institute of Certified Public Accountants), our team will make sure you are compliant with your plan document, and with DOL and IRS rules.

Let us work with you to develop strategies that will maximize your tax benefits and minimize your tax liabilities.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to beneficiaries, provides security, and can reduce or eliminate the tax due on assets. For nonprofits, providing for continuity and succession is essential. We can guide you through the complex process.

IRS Representation

• During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Sales Tax Services

• Many of our nonprofit clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your organization in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Tax Planning

• Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall organization strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities. We also offer personal tax planning and preparation.

Tax Preparation

• Our computerized tax preparation and research software enables us to prepare returns accurately and efficiently for various types of entities, including individuals, corporations, partnerships, trusts, estates, and nonprofit organizations.

Our online talent assessment and reports can help you:

Improve Hiring:  Use prehire analytics to measure potential hires against the skill sets needed for the position.   

ID Skill Sets: Use these online talent assessments and reports to identify skillsets, help you hire the right people and/or drive the career growth of your current employees.

Understand your people and yourself. We can work with your nonprofit team to provide customized on-site training and individual executive coaching to enhance your team’s management and leadership skills to achieve outstanding results.