Good people, firm culture and reasonably priced. It’s also nice to support a locally HQ’d firm.
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
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.
Honesty, Integrity, Professional
Down to earth.
The people!
Brett Cubellis is the best! He always follows up and is prompt in his response.
We have been overwhelmingly happy with the people and services that we receive from Schneider Downs. Not everyone understands the nuances of nonprofit finance, but SD does. While we are required to have an audit and to file with the IRS and Commonwealth, we view our relationship with Schneider Downs as more of a partnership. We are constantly bounces our thoughts off of our SD team for agreement and/or guidance so that there are no surprises on either side. The SD team has been great to work with. They are respectful and knowedgeable about our industry/business and we appreciate our relationship.
I love the diversity of the personnel, each one has a unique skill set, and they all care about what’s important…”The Client!!
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!!!
Competency is broad and efficiently applied. SD is a great thought partner and goes beyond keeping score to enable us with meaningful insights.
Jim Yard, Jessica Miller and team are first class in everything they do. They are a wealth of experience and knowledge and share that expertise with our Management team and Board. I have worked with numerous firms in my 25+ career and Schneider Downs is the best when it comes to communication, transparency and high-quality work product. We could not be happier with our relationship, and they are a source of strength in our overall risk management framework.
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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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