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Effective URL: https://schneiderdowns.com/
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* Services
* Industries
* Resources
* About Us
* Careers
* Services
* Audit and Assurance Services
* Overview
* Accounting Advisory Services
* 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 Practice Overview
* Overview
* SOC Reports
* SOC 1
* SOC 2
* SOC 3
* SOC for Cybersecurity
* SOC for Vendor Supply Chains
* SOC Report FAQs
* Case Studies
* Consulting Services
* Overview
* Business Advisory
* Overview
* Meet Our Team
* Business Interruption Services
* Business Restructuring
* Overview
* Performance Improvement
* Turnaround/Restructuring
* Insolvency Services
* Debt Placement
* Compensation Studies
* Data Analytics for Business Advisory
* Fiduciary and Trustee Professional Services
* Financial and Cash Flow Modeling
* Forensic & Investigative Accounting
* Fraud Mitigation Services
* Litigation Support Services
* Management Advisory Services
* Profitability and Operations Management Services
* Services for Private Equity Firms
* SD Digital Solutions
* SD Digital Solutions Home
* Intelligent Automation
* Data Analytics
* Digital Modernization
* Software Solutions
* Software Solutions Home
* Microsoft Dynamics ERP
* Microsoft Dynamics Legacy Users
* simpLEASE Accounting
* SD inSITE
* Solver Corporate Performance Software
* Custom Development
* Our Story
* Meet The Team
* Transaction Advisory Services
* Overview
* Due Diligence & Quality of Earnings
* Business Restructuring and Turnaround Services
* Business Valuation Services
* Data Analytics for Financial Transaction Advisory
* Management Advisory Services
* 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
* SOC Compliance, Assessments and Readiness
* 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 General Controls Audit
* IT Risk Advisory
* Process Improvement Consulting
* Overview
* Business Process Optimization
* Data Analytics (ADAPT)
* Cybersecurity
* IT Risk Advisory
* 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
* Advisory Services
* Consulting
* ESOP Services
* Recordkeeping
* Third-Party Administration Services
* Executive Compensation
* Retirement Plan Fiduciary Risk Assessment
* Schneider Downs Capital
* 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
* Overview
* Benefit Analysis Request
* 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
* Ultra High Net Worth Investors
* High Net Worth Investors
* Voyage Program
* Financial Planning
* Institutions and Non-Profits
* View all services
* Industries
* Overview
* Automotive
* Construction
* Emerging Technology
* Energy & Resources
* 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
* Resource Center
* Our Thoughts On
* Events
* 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 3Created with Sketch.
* Make a Payment
*
Close Open
Search
Submit
Contact us
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* Services
* Audit and Assurance Services
* Overview
* Accounting Advisory Services
* 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 Practice Overview
* Overview
* SOC Reports
* SOC 1
* SOC 2
* SOC 3
* SOC for Cybersecurity
* SOC for Vendor Supply Chains
* SOC Report FAQs
* Case Studies
* Consulting Services
* Overview
* Business Advisory
* Overview
* Meet Our Team
* Business Interruption Services
* Business Restructuring
* Overview
* Performance Improvement
* Turnaround/Restructuring
* Insolvency Services
* Debt Placement
* Compensation Studies
* Data Analytics for Business Advisory
* Fiduciary and Trustee Professional Services
* Financial and Cash Flow Modeling
* Forensic & Investigative Accounting
* Fraud Mitigation Services
* Litigation Support Services
* Management Advisory Services
* Profitability and Operations Management Services
* Services for Private Equity Firms
* SD Digital Solutions
* SD Digital Solutions Home
* Intelligent Automation
* Data Analytics
* Digital Modernization
* Software Solutions
* Software Solutions Home
* Microsoft Dynamics ERP
* Microsoft Dynamics Legacy Users
* simpLEASE Accounting
* SD inSITE
* Solver Corporate Performance Software
* Custom Development
* Our Story
* Meet The Team
* Transaction Advisory Services
* Overview
* Due Diligence & Quality of Earnings
* Business Restructuring and Turnaround Services
* Business Valuation Services
* Data Analytics for Financial Transaction Advisory
* Management Advisory Services
* 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
* SOC Compliance, Assessments and Readiness
* 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 General Controls Audit
* IT Risk Advisory
* Process Improvement Consulting
* Overview
* Business Process Optimization
* Data Analytics (ADAPT)
* Cybersecurity
* IT Risk Advisory
* 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
* Advisory Services
* Consulting
* ESOP Services
* Recordkeeping
* Third-Party Administration Services
* Executive Compensation
* Retirement Plan Fiduciary Risk Assessment
* Schneider Downs Capital
* 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
* Overview
* Benefit Analysis Request
* 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
* Ultra High Net Worth Investors
* High Net Worth Investors
* Voyage Program
* Financial Planning
* Institutions and Non-Profits
* View all services
* Industries
* Overview
* Automotive
* Construction
* Emerging Technology
* Energy & Resources
* 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
* Resource Center
* Our Thoughts On
* Events
* 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 3Created with Sketch.
* Make a Payment
*
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BIG THINKING.
PERSONAL FOCUS.
Since 1956, we’ve provided accounting, tax, consulting and business advisory
services through innovative thought leaders who deliver their expertise to meet
the individual needs of each client.
About Us
BROAD CAPABILITIES, UNMATCHED EXPERTISE
We help our clients reach their goals through insight, innovation and
experience.
View all Services >
Audit and Assurance Services Audit and Assurance Services Schneider Downs
provides a variety of specialized services… Consulting Services Schneider Downs
Consulting Services Contact Us Today Risk Advisory Services We focus… Private
Client Services Big Thinking. Personal Focus. Why Schneider Downs Private Client
Services? Tax and… Retirement Solutions Retirement Solutions Schneider Downs
Capital Value Advisors for the Middle Market A premier, full-service, value
growth and… Tax Services Tax Services Schneider Downs provides a variety of
specialized services to assist… Wealth Management At Schneider Downs Wealth
Management, we have options available to assist you…
4.9
381 client ratings
OUR FOCUS IS ON MAKING PERSONAL CONNECTIONS
HOW WE DELIVER RESULTS
View case studies
Big Problem: Emerging Technology Client Unaware Of Sales Tax Requirements Upon
Exit
Big Thinking: Perform Multi-jurisdictional Tax Exposure Analysis To Ensure
Compliance
When one of the firm’s emerging technology clients was making plans to sell
their business, Trevor and his team noticed that they were unaware of sales tax
filing requirements. Knowing from experience how complex such requirements can
be for emerging technology companies who sell products...
Read Case Study
Solved by Trevor Warren Schneider Downs shareholder
WHAT OUR CLIENTS THINK
Every thing from keeping us up on all of the changes to consistent timely
assistance when we need!
–Don Hall
, Zippo Manufacturing Company
Good continuity throughout the engagement teams showing complete understanding
from Shareholder all the way down to the senior and staff level.
–Aaron Oliver
, FNB Corporation
the ease of having questions answered- the knowledge of our day-to-day business
needs and issues.
–Donna Brown
, Rohrich Auto Holdings
Having Jim Yard as resource. He is easy to reach and reactive to any request.
Appreciate his partner with me.
–Stacy Juchno
, PNC Bank
Our accountant Brett Cubellis.
–Theresa Porter
, Mark Porter Autoplex
They collaboratively work with us.
–Aaron Baker
, Glendorn Energy
Great relationship with our primary POC – Jim Sayer. Excellent knowledge base
and highly responsive to our business needs. SD has added real value to our
taxation reporting and strategy.
–Steve Harrell
, Expedient
The people. They are very knowledgeable and quick to respond when issues arise.
Jim Yard and the staff out of Pittsburg have been very helpful in the areas of
IT Auditing, Mortgage Company Operations, and Wealth Management. They are very
prompt in returning our calls and providing support when needed.
–Rick Gant
, United Bank
Variety of services, expertise and customer service.
–Bridget Mancosh
, Point Park University
The people
–Bob Dawes
, Bob Boyd
Every thing from keeping us up on all of the changes to consistent timely
assistance when we need!
–Don Hall
, Zippo Manufacturing Company
Good continuity throughout the engagement teams showing complete understanding
from Shareholder all the way down to the senior and staff level.
–Aaron Oliver
, FNB Corporation
VIEW OUR INSIGHTS AND RESOURCES
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Introducing SD Capital
Our Thoughts On
INTRODUCING SD CAPITAL
SD Capital
We are thrilled to announce the launch of Schneider Downs Capital LLC (SD
Capital). SD Capital is a robust new Value Advisory practice forged from…
Tom Springer, Peter J. Lieberman 07.10.2024
A Breakdown of the Key Sections of a SOC 2 Report
Our Thoughts On
A BREAKDOWN OF THE KEY SECTIONS OF A SOC 2 REPORT
IT Risk Advisory, SOC 2
A Front Row Seat to the Ticketmaster Data Breach
Our Thoughts On
A FRONT ROW SEAT TO THE TICKETMASTER DATA BREACH
Cybersecurity
Securing Success: Cybersecurity Strategies and IT Risk Compliance for Retailers
Amidst Changing Rules
Remote Learning
SECURING SUCCESS: CYBERSECURITY STRATEGIES AND IT RISK COMPLIANCE FOR RETAILERS
AMIDST CHANGING RULES
CPE Eligible Webinars, Industry Specific
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OFFICE LOCATIONS
Pittsburgh
One PPG Place,
Suite 1700
Pittsburgh, PA 15222
p:
412.261.3644
f:
412.261.4876
Columbus
65 East State Street,
Suite 2000
Columbus, OH 43215
p:
614.621.4060
f:
614.621.4062
Metropolitan Washington
1660 International Drive,
Suite 600
McLean, VA 22102
p:
571.380.9003
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Schneider Downs is a Top 60 independent Certified Public Accounting (CPA) firm
providing accounting, tax, audit and business advisory services to public and
private companies, not-for-profit organizations and global companies. We also
offer Internal Audit; Technology Consulting; Software Solutions; Personal
Financial Services; Retirement Plan Solutions and Corporate Finance Services.
Schneider Downs is the 13th largest accounting firm in the Mid-Atlantic region
and serves individuals and companies in Pennsylvania (PA), Ohio (OH), West
Virginia (WV), New York (NY), Maryland (MD), and additional states in the United
States with offices in Pittsburgh, PA, Columbus, OH, and McLean, VA.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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