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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the ease of having questions answered- the knowledge of our day-to-day business needs and issues.
Great relationship with our primary POC – Jim Sayer. Excellent knowledge base and highly responsive to our business needs. SD has added real value to our taxation reporting and strategy.
Good continuity throughout the engagement teams showing complete understanding from Shareholder all the way down to the senior and staff level.
Every thing from keeping us up on all of the changes to consistent timely assistance when we need!
Brett Cubellis is the best! He always follows up and is prompt in his response.
Competency is broad and efficiently applied. SD is a great thought partner and goes beyond keeping score to enable us with meaningful insights.
The people!
The past year has been the perfect example of what I like best about Schneider Downs. In addition to our recurring annual corporate audit, tax compliance, and employee benefit plan audit / TPA services, SD&Co has provided us with cyber security consulting, breach response, lease accounting software and implementation, and estate valuation services. It is great to know that with a call to one of our primary relationship contacts, we can quickly and confidently be placed in the hands of an expert in any number of financial-related services. Communication and consistency within all SD&Co. service offerings is fantastic!!!
Working with Schneider Downs has been an absolute game-changer for our business. Their Tax and Audit teams, especially Carl Scharf, Sarah Hoagland, and Brandon Embreus, are unmatched in expertise and dedication. From day one, they took the time to understand the unique aspects of our company and developed strategies tailored to our needs. What I appreciate the most is their proactive approach; they always keep me informed of tax-saving opportunities, regulatory changes, and potential risks, so there are never any surprises. Every member of the team is approachable, patient, and incredibly knowledgeable — they make our complex world of accounting feel simple and manageable. In a world where customer service often falls short, Schneider Downs stands out with their unwavering commitment to their clients. They’re not just our accountants; they’re trusted partners who genuinely care about our success.
The best thing is the partnership. Patrick and team are always responsive and great to work with. I love the open dialogue and professionalism. The team at SD is very knowledgeable and I feel they take the step further to exceed rather than just meet our expectations.
Our Thoughts On
What changes in the One Big Beautiful Bill (OBBB) could impact individual taxpayers and estate and gift taxes? H.R. 1, formally titled “An Act to…
Our Thoughts On
Our Thoughts On
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm providing accounting, tax, audit and consulting services to public and private companies, not-for-profit organizations and global companies. We also offer risk advisory, transaction advisory, digital consulting, wealth management, retirement plan solutions and investment banking services. Schneider Downs serves individuals and companies in Pennsylvania (PA), Ohio (OH), West Virginia (WV), New York (NY), Maryland (MD), metropolitan Washington (DC) and additional states in the United States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
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