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

"The People, Expertise in their field, and professionalism is important to me. . They help guide my business and personal life with tax preparation and planning..
I have dealt with Julie and Henry for over 20 years on a weekly level and am completely satisfied"

"High level of customer service at a fair cost"

"Quality Staff and Management."

"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."

"Our company utilizes numerous areas of services, from tax and audit to advisory services and cybersecurity consulting. I've only ever experienced excellence in all they do."

"Good two way communication. Every client's needs are unique and different. Schneider Downs understands us based on our size, needs, staff, knowledge and areas we need assistance and do not. It works great and communication is the key to that successful partnership."

"Patrick as been very responsive to our needs. Checks in and looks for ways to assist with our projects."

"Everyone I have encountered at Schneider Downs is responsive, has a positive demeanor and provides relevant guidance as needed."

"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."

"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."

Best Account 2021
our thoughts on

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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Schneider Downs Trucking Industry Whitepaper Series Update

Explore critical topics facing the trucking industry in our State of the Industry whitepaper series from Schneider Downs and the Ohio Trucking Association.

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Apache Log4j Vulnerability Update – Government Responses and Ransomware Activity

The article provides a comprehensive update on government responses and ransomware activity associated with the Apache Log4j vulnerability.

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Apache Log4j Vulnerability Update

Learn more about the Apache Log4j remote code execution vulnerability and why this is already regarded as one of worst software flaws in years.

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Important Tax Savings News for the Construction Industry: Meals Portion of Per Diem Rate or Allowance Now 100% Deductible for 2021 and 2022

Learn more about IRS notice 2021-63 providing construction tax savings regarding meals portion of per diem rate or allowance now 100% deductible for 2021.

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Estates and Trusts Tax Update - November 2021

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

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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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