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SARAH R. PIOT CPA

CONTACT
[email protected]
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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: Organization Severely Impacted By Covid-19.

Big Thinking: Identify And Claim Over $1.1m In Refundable Credits.

With over 14 years of experience, MATTHEW WERNER is a tax shareholder with expertise in serving public, private, and emerging global organizations. He has worked with domestic and global clients in numerous industries including transportation, manufacturing, technology, and healthcare.
During frequent communication throughout the pandemic, Matthew realized one of his clients was struggling with a significant drop in gross receipts. Matthew and his team continually monitor legislative tax changes and noticed previously excluded organizations that received PPP loans and were now also eligible for employee retention credits. “Once we noticed an area of opportunity related to the Employee Retention Credit, we were able to calculate the credit available while navigating PPP forgiveness to ensure maximizing both programs,” said Matthew. “In the end, we identified and claimed over $1 million in refundable credits and the clients were thrilled.” 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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