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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...
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Collaborative partnership.
I’ve worked with SD for a long time and my experiences don’t vary. Strong firm leaders have been attached to our nonprofit. As much as one can say “we loved having our auditors on site”, we do!
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.
We have always been impressed by the team’s expertise, knowledge and understanding of the higher education industry. They have a personal, proactive approach to guide us through the many complexities and challenges we face on a regular basis.
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.
Their knowledge of our account allows for efficient conversation.
Their timeliness is exceptional. I have enjoyed working with the same staff over the years. Keeping the same staff, is important to me.
The SOC 1 and SOC 2 teams are great to work with, and they are talented professionals.
We are a growing company, and Schneider Downs has been a trusted partner for us.
The team at SD is always respectful and professional, which makes our working relationship very positive. They are always there for us when we have questions, and I appreciate their ability to convey the information clearly and concisely.
Our Thoughts On
Explore the key business risks shaping 2026, from talent and workforce challenges to cybersecurity, fraud, AI, and ownership transitions. Numbers don’t lie. They tell the…
Our Thoughts On
Our Thoughts On
