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.
Client: Supplier of Freight Forwarding
Client: Global Marine Shipping & Transportation
Client: USA Mining, Processing and Transportation Organization
Client: Technology Company with Domestic and International Operations
Client: Nationally-renowned Geotechnical Engineering and Construction Firm
Client: Multi-location, Multi-generational, Recently Transitioned Construction Client
Client: Family-owned, Nationally Recognized Professional Services Company
Client: Multi-Location, Global, Long-term Client
Client: SaaS Start Up in Emerging Technologies
Contact an Audit & Tax Advisor Today
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.
You cannot go wrong choosing Schneider Downs for your audit services. Having worked with other audit firms in healthcare compliance for over 20 years, Schneider Downs’ team was hands down the very best of them all. Guided us through our first HITRUST CSF and SOC 2 Type II certifications and will be recertifying us in the fall.
Competent friendly people who know [the education] industry.
Deep expertise, consummate professionals and responsive/transparent communications.
If they don’t have the answers, they will find it.
The people, quality of the work and partnership with our organization.
Collaborative partnership.
We have worked with the same team for many years, which I consider a strength. We have also been able to draw from expertise across the firm around specialized needs in the past few years.
Responsive, broad knowledge, easy access to experts when needed. Great people!
As an entrepreneur that has started and sold multiple businesses, my Schneider Downs team have provided the highest quality expertise when filing personal and corporate tax returns and when I sold my businesses. Their guidance saved me hundreds of thousands of dollars in tax savings, while ensuring compliance with Federal and State laws. They listened to my concerns and answered my questions in a timely manner, providing options and recommendations that ultimately made these very complex transactions simple and understandable. This team proved to be indispensable partners to me, my leadership team, and my family, and I highly recommend Schneider Downs to any business owners, small or large.
