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

"Since we starting with Schneider Downs late last year they have provided the best service possible. Every time I call with a question or problem they are extremely quick to response. Couldn't ask for a better company."

"We are a long time customer and value the service provided."

"My experience with Schneider Downs has consistently been excellent. For the past 18 months, while experiencing the many facets of COVID, the Schneider Downs team has been exceptional. The frequent consultations, CFO forums, sharing of best practices, etc. has provided excellent benefits in a unique and unpredictable environment. More than providing necessary services, they are a terrific resource for our institution.
"

"Quality Staff and Management."

"All of the Schneider Downs associates we deal with have been very good to work with and I would recommend them to any of our network for excellent accounting services."

"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!"

"Strong customer focus"

"LEVEL OF SERVICE"

"We are very satisfied with the relationship. One-off project and/or consultancy work sometimes feels a bit overpriced which is the reason for the "sometimes" answer to one of the questions."

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

Best Account 2021
our thoughts on

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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UPDATE: Inflation Reduction Act – Final Senate Version Eliminates the Change in Carried Interest Rules

Learn how the final Senate version of the Inflation Reduction Act eliminates the change in carried interest rules with a provision calling for a 1% excise tax incurred on corporate stock repurchases.

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Inflation Reduction Act – Tax Provisions Included in Proposed Legislation

Better understand the tax provisions included under the proposed Inflation Reduction Act of 2022.

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United States Deals with Baby Formula Shortage

Read how the Baby Formula Shortage is a reminder to consistently evaluate supply chain risk to your organization, and to have a plan in place to mitigate risk.

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Staying Secure During Vacation Season

Stay cyber safe during vacation season with these tips from the Schneider Downs cybersecurity team.

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What Would You Say You Do Here?

Explore the new Schneider Downs video series showcasing how big thinking and personal focus are driving client success.

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Cash and Controls: Qualifying for Cyber Insurance in 2022

Learn more about the increasingly competitive cyber insurance landscape and the key security controls businesses must have in place to qualify for coverage.

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Why The Coinbase Super Bowl Commercial Left Security Professionals Shaking Their Heads

Learn why security professionals were less than thrilled with the Coinbase QR code Super Bowl commercial.

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Individual Tax Filing Season to Begin January 24

Learn more about US individual tax filing season beginning when the agency starts accepting and processing 2021 tax returns on January 24, 2022.

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New Pennsylvania Electronic Payment Requirements for Personal Tax Payments Greater than $15,000 Beginning January 1, 2022.

Learn more about the January 1, 2022 requirement that personal income tax payments equal to or greater than $15,000 must be paid electronically.

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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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