Private Client Services
Schneider Down’s Private Client Services group provides traditional accounting, tax and business advisory services to a range of clients from high net worth individuals to mid-sized, closely-held businesses to newly created start-up ventures.
Through this unique “firm within a firm” model, the Private Client Services group provides highly personal and individualized service while offering access to the many resources available from one of the region’s largest public accounting firms. Each client receives attentive service from our dedicated team of experienced professionals.
Services include:
- All areas of individual, partnership and corporation tax compliance services
- Strategic tax planning
- Possible outsourcing on large corporate compliance engagements
- Assistance relative to the design, implementation and maintenance of accounting systems
- Assistance in buying or selling a business or succession planning
- Assistance in annual, quarterly or monthly accounting write up services utilizing Quickbooks accounting software
- Payroll and sales tax compliance
- Assistance relative IRS and state tax authorities audits and assessments