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Services
Audit and Assurance
Overview
Audit and Assurance Services for Employee Benefit Plans
Overview
Services
Employee Benefit Plan Resources
ERISA Frequently Asked Questions
International Assurance Services
Public Companies Assurance Services
SOC Services
Overview
SOC 1
SOC 2
SOC 3
SOC for Cybersecurity
SOC for Vendor Supply Chains
SOC Report FAQs
Case Studies
Consulting
Overview
Business Advisory
Overview
Accounting Advisory Services
Overview
Accounting Project Management
Managed Lease Accounting Services
Technical Accounting Advisory Services
Transaction Advisory Services
Forensics and Litigation
Overview
Business Interruption and Damages Services
Fiduciary and Trustee Professional Services
Forensic & Investigative Accounting
Fraud Risk Management
Fraud Risk Assessment
Fraud Diagnostics
Litigation Support Services
Valuation Services
Managed Accounting Services
Overview
Controller Services
CFO Services
Full Accounting Services
Business Restructuring
Overview
Turnaround/Restructuring
Debt Placement
Insolvency Services
Performance Improvement
Services for Private Equity Firms
Meet Our Team
Risk Advisory Services
Overview
Internal Audit Solutions
Overview
Data Analytics for Internal Audit
Internal Audit Quality Assurance Reviews
Internal Audit Sourcing
Risk Management and Compliance Services
Overview
Enterprise Risk Management
Fraud Risk Assessment
Environmental, Social and Governance Consulting
Overview
ESG FAQs
SOX Readiness, Optimization and Program Sourcing
Third-Party Risk Management
Overview
Ad-Hoc Review
Capabilities and Maturity Assessment
External Assessor
Program Implementation and Development
Program Support Services
TPRM Officer-as-a-Service
Training, Education, and Awareness
Information Technology Advisory
Overview
Business Continuity & Disaster Recovery
Cybersecurity
Data Privacy and Security
IT Risk Advisory
Process Improvement Consulting
Overview
Accounting Optimization Assessments
Business Process Optimization
Data Analytics (ADAPT)
Cybersecurity
IT Risk Advisory
All Services
Private Client Services
Overview
Why Schneider Downs Private Client Services?
Service Offerings
Overview
Tax and Personal Financial Services
Estate, Trust and Succession Planning
Private Family Office
Philanthropy
Wealth Management
Meet Our Private Client Services Team
Insights
Contact Us
Retirement Solutions
Overview
Retirement Plan Fiduciary Risk Assessment
SD Capital
SD Digital
SD Digital Solutions Home
Intelligent Automation
Data Analytics and Power BI
Digital Modernization
LumenFI
Software Solutions
Software Solutions Home
Microsoft Dynamics ERP
Microsoft Dynamics Legacy Users
simpLEASE Accounting
SD inSITE
Solver Extended Financial Planning & Analysis
Custom Development
Meet The Team
Tax Services
Overview
Tax About Us
Tax Compliance and Consulting
Business Tax
Individual Tax
Not-for-profit Tax
Gift, Trust and Estate Services
Managed Tax Services
Overview
Outsourcing/On-Call Assistance
Income Tax Provisions – ASC 740 and IFRS
Tax Advisory Services – State and Local Taxes (SALT)
Overview
Abandoned/Unclaimed Property
Excise & Motor Fuels
Multistate Income, Franchise and Gross Receipts Tax
Property Tax
Sales/Use Tax
Sales and Use Tax Compliance Advice and Services
State Credits and Incentives
Tax Advisory Services – International
Overview
Expatriate Tax
Export Incentives
FATCA and Nonresident Withholding
Foreign Direct Investments in the U.S.
Inbound and Outbound Entity Structuring
International Tax Reporting and Planning
International Withholding Tax
Transfer Pricing and Review of Cross-border Transactions
Tax Credits and Incentives
Overview
Research & Development
Cost Segregation
PA Educational Improvement Tax Credits (EITC)
State Credits and Incentives
Tax Transaction Advisory
Overview
Due Diligence
Transaction Cost Analysis
Tax All Services
Wealth Management
Overview
High Net Worth
Ultra High Net Worth
Small Business
Institutions and Non-Profit
View all services
Industries
Overview
Dealerships
Construction
Emerging Technology
Energy
Financial
Government
Healthcare
Higher Education
International
Manufacturing
Not-for-Profit
Private Equity Firm Services
Professional Services
Real Estate
Retail & Business-to-Consumer
Transportation & Logistics
Resources
OBBB Resource Center
Resource Center
Our Thoughts On Blog
Events
Subscribe
About Us
Overview
Big Thinking Personal Focus Around the World
Case Studies
Diversity
History
Management
Mission and Corporate Values
News
Peer Review
PrimeGlobal
SD Standard
Submit a Request for Proposal (RFP)
Locations
Pittsburgh, PA
Columbus, OH
Metropolitan Washington
Careers
Client Portal
Group 3
Created with Sketch.
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Advised John T. Boyd Company on its sale to Management
SD Capital served as financial advisor.
