Professionalism and pragmatic
Client: USA Mining, Processing and Transportation Organization
Schneider Downs Service: Audit/Tax
How it Started
23 years ago, one of our current energy clients struggled to find a good high-quality audit and tax service provider that truly understood its industry. Though they had tried several different audit and tax providers over the years, they couldn’t find a firm with the industry expertise necessary to support their growing business effectively. When they were finally introduced to Schneider Downs, our experience with the nuances of energy-specific accounting and tax standards differentiated us from the previous firms. We were in it for the long haul when they engaged us all those years ago.
Growing Together
Though the client started as a relatively small operation, they were able to experience the tremendous growth they believed was possible. And we have been with them every step of the way, growing and adapting as their inventory expanded and their operations became increasingly complex.
We’ve had the expertise and capacity to handle every industry-specific need over the years, from implementing new ARO accounting standards and depletion accounting to various tax-related services.
Satisfied their needs were being met, the client settled into a steady audit and tax relationship with us for nearly a quarter of a century. As success continued and trust grew, that relationship expanded to provide solutions to other areas of operations as well. Over time, our technology services team was pulled in to implement and upgrade their ERP system, and today, Schneider Downs also consults on the client’s ERISA plans and trust and estate matters.
How it's Going
Fueled by their incredible growth, the client sought to diversify their operations by acquiring several companies in different industries and geographies. After each acquisition, we have been their first phone call for the audit and tax work. Over the long course of extended trust, the relationship continues to grow and evolve, as Schneider Downs remains the “first call” when new solutions are needed.
Reflecting over many years, the shared values and goals of both client and firm remain apparent – our client knows and values the high-touch approach we bring to the table; it mirrors the hands-on philosophy they’ve maintained with their customers throughout its period of extended growth. In the end, we were a perfect fit.
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Contact an Audit & Tax Advisor Today
Professionalism and pragmatic
Competency is broad and efficiently applied. SD is a great thought partner and goes beyond keeping score to enable us with meaningful insights.
Good continuity throughout the engagement teams showing complete understanding from Shareholder all the way down to the senior and staff level.
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 people. They are very knowledgeable and quick to respond when issues arise. Jim Yard and the staff out of Pittsburg have been very helpful in the areas of IT Auditing, Mortgage Company Operations, and Wealth Management. They are very prompt in returning our calls and providing support when needed.
I love the diversity of the personnel, each one has a unique skill set, and they all care about what’s important…”The Client!!
Good people, firm culture and reasonably priced. It’s also nice to support a locally HQ’d firm.
…They are truly a full-service firm – we utilize the tax, audit, transaction, cybersecurity, 401k, and family office teams.
The people!
They collaboratively work with us.
Email us: [email protected]
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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