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

"Exceptional client service."

"Very good working relationship."

"My experience has been one of timely response and expert guidance in a number of areas."

"We've worked with Schneider Downs for over a decade and they have become a part of our growth and success. To us, Schneider Downs is not just a financial services firm but a trusted business partner."

"Excellent experience in the first year audit, and previously in an audit capacity with a former company."

"SD has been a great partner and provider for us. They fit our business size and demands well. Very professional and friendly staff.

SD is also practical when solving problems and issues."

"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!"

"Quality Staff and Management."

"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"."

"I have had great experience working with the SD professionals on sales tax matters, technical accounting, general 10-Q review assistance, PPP loan forgiveness, etc."

Best Account 2021
our thoughts on

SECURE 2.0 Act of 2022: Key Highlights

Learn more about key highlights and provisions of the SECURE 2.0 Act.

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Resolve to Prevent or Detect Financial Statement Fraud in the New Year

Recognize these red flags to prevent financial statement fraud in the new year!

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Buyer Beware: Five Common Holiday Scams of 2022

Protect your wallet and information this holiday season by avoiding these five common cyber scams targeting online shoppers.

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International Fraud Awareness Week 2022

Learn about the three most common elements of fraud based on Donald Cressey's fraud triangle theory.

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IRS Gave the Gift of Higher Estate and Gift Tax Limits for 2023

Learn more about how you can give tax-free gifts in 2023 due to Rev. Proc. 2022-38.

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Join us this December for “CPE Month”

Join Schneider downs for our annual year-end Continuing Professional Education (CPE) presentation events to help you stay current on the latest trends and developments in the industry.

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October is Cybersecurity Awareness Month!

Kickoff Cybersecurity Awareness Month with new cybersecurity resources from Schneider Downs.

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ATA Wins Decision Blocking Rhode Island Truck-Only Tolling Plan

Learn more about the United States District Court for Rhode Island ruling that states, the State of Rhode Island’s truck-only tolling plan (known as RhodeWorks) was unconstitutional.

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Everything You Need to Know about the New Electric Vehicle Tax Credit

Learn about key details of the Clean Vehicle Credits under the Inflation Reduction Act.

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President Biden Announces Student Debt Relief Plan

Learn more about President Biden's Student Debt Relief plan announced on Wednesday, August 24, 2022 and related questions and answers.

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case studies
 
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
 
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.
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