Financial Advisory Services

Experienced and practical guidance through the complex issues facing today’s businesses

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Schneider Downs’ Financial Advisory team’s collective experience provides practical advice to guide clients through making better business decisions. We deliver actionable solutions that help make our clients’ lives easier, and make their companies even better.

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Our Clients' Thoughts On Schneider Downs

"Knowledgeable and friendly staff"

"Years of dedicated service handled very professionally and proactively."

"Schneider Downs does a great job for us in the audit, tax, and wealth management areas."

"Consistent quality service over an extended relationship."

"Steve & Kevin are great getting our work done on time. Steve is very proactive with our dealerships and the owners with respect to saving income or estate taxes. Steve is the 'Best of the Best"."

"Because they do all of the above..well!"

"I have been working with Schneider Downs for 20 years. Everyone that I have worked with has been professional, courteous, and supportive of the work we d0. As the business has grown over the years, Schneider Downs has made a point in making us aware of the different accounting changes. As we develop new programs, they are a resource that we can go to in order to make good business decisions. I truly enjoy working with the staff!"

"Schneider Downs has been a valued advisor to our organization. They understand us and our industry and can provide guidance and insight that is appropriate to our circumstances."

"I have found Schneider Downs team members at every level that I've interacted with to be knowledgeable, professional, thorough, responsive and respectful. Schneider Downs is large enough to have the resources to serve our group of entities but small enough to be approachable and to take our tax related and business needs seriously."

"We've had a very good experience with SD&Co over the years and appreciate the strong leadership from the partners and managers on our account. They understand our business and the issues we face each year and provide reasonable alternatives."

Best Account 2021

our thoughts on

Estates and Trusts Tax Update - November 2021

Get the latest estates and trusts tax updates from our estate planning professionals.

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Higher Estate Tax Exemption Amount for 2022

Learn more about the increased exemption amount from the federal estate tax in 2022.

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International Fraud Awareness Week 2021

Learn more about the Association of Certified Fraud Examiners International Fraud Awareness Week.

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Tax Reform 2021 - Build Back Better: Proposed Changes to Section 199A Qualified Business Income Deduction

Learn more about the proposed changes to section 199A qualified business income deduction under the Build Back Better Act.

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Proposed Legislation Targets Estate and Gift Tax Planning

Learn more about the estate and gift tax planning opportunities under the proposed Build Back Better Act legislation and what those changes entail.

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IRS Provides Taxpayer-Friendly Guidance for the Employee Retention Credit

Learn more about the recent IRS Guidance regarding the Employee Retention Credit, including clarity on Gross Receipts.

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COVID-19 Scams Surge with New Variants

Learn about the rise in scams related to the recent COVID-19 surge to be better prepared to identify and avoid these threats.

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Advanced Child Tax Credit

Read about the American Rescue Plan's changes to the Child Tax Credit .

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Ohio’s New Budget

Learn more about how HB 110 will impact Ohio's Tax Budget.

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Largest Ransomware Attack on Record Hits During the U.S. Holiday Weekend

Learn about the largest ransomware attack on record that occurred over the 2021 Fourth of July holiday weekend.

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case studies

 
Let’s discuss preventing ransomware attacks on your company. Email me directly <a href='mailto:twarren@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss preventing ransomware attacks on your company. Email me directly here.
big thinking:
Company impacted by ransomware.
 
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly <a href='mailto:dmorally@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly here.
big thinking:
Inefficient tax credit realization.
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