Since 1956, we’ve provided accounting, tax, consulting and business advisory services through innovative thought leaders who deliver their expertise to meet the individual needs of each client.
Big Problem: Emerging Technology Client Unaware Of Sales Tax Requirements Upon Exit
Big Thinking: Perform Multi-jurisdictional Tax Exposure Analysis To Ensure Compliance
When one of the firm’s emerging technology clients was making plans to sell their business, Trevor and his team noticed that they were unaware of sales tax filing requirements. Knowing from experience how complex such requirements can be for emerging technology companies who sell products...
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Their timeliness is exceptional. I have enjoyed working with the same staff over the years. Keeping the same staff, is important to me.
If they don’t have the answers, they will find it.
Not only is their professional and experience so valuable to our organization, their availability throughout the engagement and any time throughout the entire year is terrific and that line of communication is very helpful and adds value to their services.
Very strong team that complements our needs. The Relationship is truly a partnership.
We’ve had an amazing SD team. My experience has been that they have a partnership approach and are focused on education and identifying areas for continuous improvement.
Deep expertise, consummate professionals and responsive/transparent communications.
The team assigned to our engagement has demonstrated strong collaboration and consistent engagement. Their diligent efforts have resulted in a service that is both effective and considerate of stakeholder time.
The firm is always responsive and willing to go above and beyond to get us the answers we need.
Always available when needed and easy to work with.
The People, they make the firm successful… their knowledge is what I look for in an accounting firm.
Our Thoughts On
The One Big Beautiful Bill (OBBB) restored immediate expensing for domestic research and development costs, significantly improving the value of the R&D Tax Credit. Yet…
Our Thoughts On
Our Thoughts On
