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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Knowledgeable, Efficient, Friendly.
The firm is always responsive and willing to go above and beyond to get us the answers we need.
Responsive, broad knowledge, easy access to experts when needed. Great people!
They are always professional and provide timely insights when asked.
The people who service our account are pleasant to work with, knowledgeable about relevant accounting and business matters and available to help when needed.
Audit and tax teams are very responsive and provide valuable insight.
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.
The People, they make the firm successful… their knowledge is what I look for in an accounting firm.
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.
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.
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
