Tax Services

Schneider Downs provides a variety of specialized services to assist our clients with all of their tax compliance and planning needs.

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Our Clients' Thoughts On Schneider Downs

"Excellent experience in the first year audit, and previously in an audit capacity with a former company."

"We have built a solid working relationship with Schneider Downs since they became our firm accountants in 2018. The knowledge of our firm's accounting systems has grown over the years and Schneider Downs plays an important role in providing accounting services and providing guidance to our firm."

"The People, Expertise in their field, and professionalism is important to me. . They help guide my business and personal life with tax preparation and planning..
I have dealt with Julie and Henry for over 20 years on a weekly level and am completely satisfied"

"SD has been a great partner and provider for us. They fit our business size and demands well. Very professional and friendly staff.

SD is also practical when solving problems and issues."

"My experience with Schneider Downs has consistently been excellent. For the past 18 months, while experiencing the many facets of COVID, the Schneider Downs team has been exceptional. The frequent consultations, CFO forums, sharing of best practices, etc. has provided excellent benefits in a unique and unpredictable environment. More than providing necessary services, they are a terrific resource for our institution.
"

"Overall knowledge of business and industry along with excellent staff - client interaction, feedback and quality of work."

"We are very satisfied with the relationship. One-off project and/or consultancy work sometimes feels a bit overpriced which is the reason for the "sometimes" answer to one of the questions."

"Patrick as been very responsive to our needs. Checks in and looks for ways to assist with our projects."

"Everyone I have encountered at Schneider Downs is responsive, has a positive demeanor and provides relevant guidance as needed."

"I have been working with Schneider Downs for 20 years. Everyone that I have worked with has been professional, courteous, and supportive of the work we d0. As the business has grown over the years, Schneider Downs has made a point in making us aware of the different accounting changes. As we develop new programs, they are a resource that we can go to in order to make good business decisions. I truly enjoy working with the staff!"

Best Account 2021
case studies
 
High tax burden for family-owned franchisor.
big problem:
High tax burden for family-owned franchisor.
big thinking:
Comprehensive planning for a 15% tax reduction.
 
                                    Pandemic-Fueled Tax Liabilities for Dealerships
big problem:
Pandemic-Fueled Tax Liabilities for Dealerships
big thinking:
Change accounting methods to achieve $600,000 in deferred tax savings.
our thoughts on

Proposed American Families and Workers Act of 2024 Legislation – Status Update

Read more about the status update on the Tax Relief for American Families and Workers Act (the Act).

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Corporate Transparency Act Held Unconstitutional – Higher Courts Will Likely Have an Opinion

Read more on what this ruling means for most small business entities.

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PA Tax Credit Aggregation

Learn how the Pennsylvania Supreme Court’s decision in Zilka directly impacts Pennsylvania residents who work outside of Pennsylvania and claim credits on their Pennsylvania state and local income tax returns.

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House of Representatives Approves Tax Relief for American Families and Workers Act

Learn more about the Tax Relief for American Families and Workers Act, recently approved by the House of Representatives and what it will take to pass the Senate.

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IRS Modifies Position on Grantor Trust Tax Reimbursement Clauses

Read more about the CCA memorandum issued on November 28, 2023.

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Proposed Bipartisan Tax Plan Released – Overview of the Tax Relief for American Families and Workers Act of 2024

Learn more about the proposed Tax Relief for American Families and Workers Act of 2024 and the highlights included within the Act.

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Dealers Get an Extension for Time-of-Sale Reports for EVs

Learn more about the IRS-released Rev. Procedure 2023-38 that extends the three-day time period through January 16.

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