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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The people, quality of the work and partnership with our organization.
Competent friendly people who know [the education] industry.
They are very responsive when I have an issue, and I am looking for some help.
Deep expertise, consummate professionals and responsive/transparent communications.
The people I have dealt with have always been great, attentive, and eager to help when needed.
The people are detailed and thorough.
Collaborative partnership.
Our audit team is tremendous. They are available to us and very involved in Finance and University operations and I am grateful for their partnership. Their technical expertise is valuable to us as we navigate financial issues and understand best practices in higher ed.
They are always professional and provide timely insights when asked.
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!
Our Thoughts On
The One Big Beautiful Bill (OBBB) restored immediate expensing for domestic research and development costs, significantly improving the value of the R&D Tax Credit. Yet…
Our Thoughts On
Our Thoughts On
