Our Clients

Most accountants work with numbers.  We work with people.

Nonprofit Organizations

Serving Those Who Serve Others

At Brooks, McGinnis & Company, we have a passion for serving those who serve others.  By purposefully focusing our audit practice on nonprofit organizations, we became a firm that chose to grow while helping clients who were making the world a better place.

Today’s world has placed increased scrutiny on nonprofit organizations, from updated IRS guidelines to higher accountability for each dollar received and spent.  Because of this, it is critical that nonprofit organizations have the necessary processes and controls in place to withstand the scrutiny and hold the trust of their constituents.

Nearly 200 nonprofit organizations have reached out to us for our expertise in providing reliable and solution-oriented audit, accounting, consulting, and tax services.  We have succeeded in making nonprofit organizations the focus of our Firm for over 40 years, giving our clients comfort in knowing that they have chosen a Firm that has their best interests in mind.

Brooks, McGinnis & Company, LLC provides the following services to nonprofit organizations:

  • Churches and Other Faith-Based Organizations

  • Schools

  • Foundations

  • Health and Welfare Organizations

  • Associations

  • Civic and Community Organizations

  • Professional Societies

  • Colleges, Universities & Seminaries

  • Arts and Cultural Organizations

  • Membership Organizations

Brooks, McGinnis & Company, LLC provides the following services to the nonprofit industry:

Audit and Assurance

  • Financial Statement Audits, Reviews, and Compilations

  • Single Audits

  • Employee Benefit Plan Audits

  • Internal Control Audits, Attestation and Consulting

Tax Compliance

  • Form 1023 & 1024 Preparation

  • Form 990, 990-EZ, 990-T and 990-N Preparation

  • Form 5500 Preparation

  • Assisting with Multi-organizational Structures

  • Consulting on Required IRS Reporting

  • Advisory Services Related to Issues Unique to Nonprofits, including Unrelated Business Income, Ministers Compensation, and Other Areas

accounting and bookkeeping services

  • Bookkeeping

  • Monthly Reporting

  • Account Reconciliations

  • Financial Statement Preparation

  • Year-end Reporting, including Preparation of Form 1099's

  • Audit Preparation

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Privately Held Businesses

Helping You Focus on the Bottom Line

Businesses of every size across a wide range of industries come to us to help them make informed decisions to improve their top and bottom lines.  Our business services provide clear information to management, arming them with the knowledge they need to grow and prosper.

Our firm culture is built on strong relationships.  We are proud of our high client and staff retention rates, which allow us to become trusted advisors to our clients and deliver services that benefit them now as well as in the future.

Brooks, McGinnis & Company, LLC provides the following services to businesses:

Tax Services

  • Tax Planning Services

  • C-Corporation & S-Corporation Taxes

  • Partnership/LLC Taxes

  • Self-employment Taxes

  • Estimated Taxes

  • Payroll Compliance

  • Tax Return Preparation

Accounting and bookkeeping services

  • Bookkeeping

  • Monthly Reporting

  • Account Reconciliations

  • Financial Statement Preparation

  • Year-end Reporting, Including Preparation of Form 1099's

  • Audit Preparation

Audit and Assurance

  • Financial Statement Audits, Reviews, and Compilations

  • Employee Benefit Plan Audits and Consulting

  • Internal Control Audits and Attestation

other Services

  • Assistance with Mergers and Acquisitions

  • Due Diligence Examination

  • Transaction Structuring

  • Advice during Business Startup, including Selection of Appropriate Legal Form

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Individuals, Trusts, and Estates

Providing Services You Can Trust, in April and Year-Around

From initial considerations on transaction structure to the analysis of complex multi-state issues, tax planning is a necessary component of wealth management in an increasingly complex environment.

We believe tax preparation begins long before we start working on the actual tax return.  Our goal is to personally review your tax situation and offer ideas for tax planning and financial savings not just in April, but throughout the year.  We work with you every step of the way to make sure that your tax preparation needs, whether they are personal or business related, are met.  We offer expert and value-added advice to simplify tax planning and preparation and deliver results that eliminate the headaches.

Brooks, McGinnis & Company, LLC provides the following services to individuals:

Tax Planning for Individuals, Estates, and Trusts

  • Like Kind Exchanges

  • Deferred Compensation

  • Stock Option Planning

  • Succession Planning

  • Buy-sell Planning

  • Gift Planning

  • Estate Planning

Tax Return Preparation and Other Compliance for Individuals, Estates, and Trusts

  • Individual Income Tax Return (Form 1040)

  • Gift Tax Return (Form 709)

  • Estate Tax Return (Form 706)

  • Income Tax Return for Estates and Trusts (Form 1041)

  • High Income & High Net Worth Tax Preparation

  • Estimated Tax Payments

  • Individual Tax Credits and Incentives

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Employee Benefit Plans

Giving You Peace of Mind That Your Plan is in Compliance

Administering employee benefit plans is a complex and challenging process. Keeping up with changing regulations and evolving plans requires specialization and commitment from a CPA firm.  In general, audits are required for all employee benefit plans with more than 100 eligible participants.

We understand the challenges posed by increased oversight by the United States Department of Labor and the Internal Revenue Service. Our team is constantly staying up to date with any regulatory changes that will affect you. We know the fiduciary responsibility you hold as sponsors. With a quality audit, trustees have assurance that they are receiving reliable financial information and are complying with their fiduciary responsibilities.

Brooks, McGinnis & Company, LLC provides the following services for Employee Benefit Plans:

  • 401(k) Plan Full and Limited-Scope Audits

  • 403(b) Plan Full and Limited-Scope Audits

  • Defined Benefit Pension Plans

  • Retirement Benefit Audit Services

  • Money Purchase Pension Plans

  • Profit-sharing Plans

  • 457 (b)/(f) Plans

  • Employee Stock Ownership Plans (ESOP)

  • HR Operational Improvements

  • Preparation of Form 5500 Filings

  • Review of Employee Benefit Plans for 80 to 120 Participant Rule Requirements

  • Compliance with ERISA, HIPAA, COBRA, Department of Labor, and the Internal Revenue Service

AICPA Employee Benefit Plan Audit Quality Center Member

We are members of the American Institute of Certified Public Accountants Audit Quality Center for Employee Benefit Plans. This membership allows us exclusive access to resources solely for employee benefit plan audits. As a member firm, we must meet specific practice management requirements in training, quality control, and self-monitoring.

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