SARAH R. PIOT CPA

Sarah is a shareholder in the tax advisory practice, bringing over 20 years of public accounting experience. She excels in delivering comprehensive tax services to a diverse array of tax-exempt organizations, including social service organizations, arts and cultural entities, higher education institutions, private foundations and business and professional associations.

Sarah’s expertise includes supervising the preparation of tax-exempt organizations’ returns and addressing specialized issues unique to these entities, such as:

  • Compensation and private inurement issues

  • Unrelated business income analysis

  • Foreign information reporting requirements

  • Board member relationships and transactions with disqualified persons

  • Conflict-of-interest best practices and annual execution

Education

B.S.- Accounting, Robert Morris University

Professional and Community Involvement

Chair—Schneider Downs Not-for-Profit Industry Group

Member—AICPA Tax-Exempt Technical Resource Panel

Member—American and Pennsylvania Institutes of Certified Public Accountants

Board Member—FISA Foundation

Member—TEGE Exempt Organizations Council

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Do you have a hobby/personal passion?   
Traveling

Who is your role model? 
My parents.

What was your childhood dream? 
To become a maid.  I love to clean.

What is the best or most interesting thing about your career?   
I started at Schneider Downs as an Intern when I was in college.

What was your first job?   
Dairy Queen

Do you have a “motto”? (spoken or unspoken) 
You never know what people are going through Be Kind.  Always.

When you have an hour of free time, what do you like to do?
Relax and watch Netflix.

Do you have advice for young professionals? 
Find a mentor.  Be confident, yet humble.

Our Thoughts On

FEATURED

Big Problem: Inefficient Tax Credit Realization.


Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.

Joining Schneider Downs in 2004, DOUG MORALLY has more than 14 years of public accounting experience. He serves a variety of clients from not-for-profit, construction, retail, transportation, manufacturing industries and professional services.
One of Doug’s clients, a professional services company, was looking to transition their Research and Development (R&D) study to Schneider Downs to save money and maximize the R&D tax credit. Doug’s team was able to use their expertise to expand the sample of projects reviewed in 2019 and increase the net R&D credit. “This expansion helped identify an R&D tax credit of almost $900,000—almost double what have been identified in previous years,” said Doug. “We were able to help our client save significant money and maximize their R&D tax credit.” Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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