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
  (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 American Institute of Certified Public Accountants (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. 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, our team will make sure you are compliant with your plan document, and with DOL (Department of Labor) and IRS (Internal Revenue Service) 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 organizational 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.   

Identify Skill Sets

Use these online talent assessments and reports to identify skill sets, 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, which will enhance your team’s management and leadership skills to achieve outstanding results.