Tax Services

The people who service our account are pleasant to work with, knowledgeable about relevant accounting and business matters and available to help when needed.

Our audit team is tremendous. They are available to us and very involved in Finance and University operations and I am grateful for their partnership. Their technical expertise is valuable to us as we navigate financial issues and understand best practices in higher ed.

The engagement of the SD team in our business is welcoming. This is both on the audit and tax side. I really like how the Partner-In-Charge of both sides and I work together to make sure we achieve the desired outcomes from our respective teams in the time frames agreed upon.

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.

The People, they make the firm successful… their knowledge is what I look for in an accounting firm.

The team assigned to our engagement has demonstrated strong collaboration and consistent engagement. Their diligent efforts have resulted in a service that is both effective and considerate of stakeholder time.

The people are detailed and thorough.

The people and their in depth knowledge and caring

The Audit team is great to work with.

We had the pleasure of working with an exceptionally professional and knowledgeable team on our SOX 404 audit for the 2024 cycle. The team navigated the complexities of a first-year review with precision and efficiency. They stayed on budget, which was no small feat given the scope and depth of the work involved.