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.
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.
We had the pleasure of working with an exceptionally professional and knowledgeable team on our SOX 404 audit for the 2024 cycle. The team navigated the complexities of a first-year review with precision and efficiency. They stayed on budget, which was no small feat given the scope and depth of the work involved.
They are always professional and provide timely insights when asked.
Deep expertise, consummate professionals and responsive/transparent communications.
Their knowledge of our account allows for efficient conversation.
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!
Very strong team that complements our needs. The Relationship is truly a partnership.
They act as if they are part of our team which is greatly appreciated.
They are always willing to help and feel more like an extension of your team rather than a vendor
The people, quality of the work and partnership with our organization.
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
