Private Client Services

Individual Tax Consulting and Compliance

Our tax professionals assist you with a full range of tax planning and preparation services with strategies that focus on minimizing tax liabilities. We specialize in areas that affect you, and our team has the knowledge and expertise to navigate the ever-changing tax code. Our focus is you, the client, and we take the time to get to know you, so we can provide the best strategy.

Our Individual Tax Consultants provide services directed to:

  • Individual federal and state tax compliance;
  • Family business advisory services;
  • Family investment partnerships;
  • Comprehensive strategic tax planning;
  • Individual state residency planning;
  • Philanthropic tax planning;
  • Retirement tax planning;
  • Education tax benefit planning;
  • Executive compensation tax and benefit consulting; and
  • Household payrolls.

Tax and legacy planning services are offered through Schneider Downs & Co., Inc. Investment and asset management services are provided through Schneider Downs Wealth Management Advisors, LP. Each service may require you to sign a separate engagement agreement that will outline the services to be provided and the respective fees.

case studies

 
big problem:
Ransomware attack halted a global manufacturer's operations.
big thinking:
Recover and secure the system – fast – save $1 million in ransom.
 
big problem:
High tax burden for family-owned franchisor.
big thinking:
Comprehensive planning for a 15% tax reduction.

our thoughts on

Managing Your Buckets

Happy New Year, and welcome to 2020. If we think back just twelve months, we were starting 2019 after a significant market downturn that started in the

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After the Auld Lang Syne: 2020 Estate Plan Resolutions

The ball has dropped, Auld Lang Syne's been sung, and we’ve all rushed out to sign up for that fitness membership that we've convinced ourselves

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Make Sure to Let Your Tax Preparer Know About All Those Partridges

Egg-laying geese? French hens? Maids milking cows? Gifts from your “true love” were a whole lot different in 1780 when the Twelve Days of Christmas

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An Estate Tax Holiday Gift – From the IRS!

While separated, death and taxes are widely accepted as the only certainties in life. Combined, they give a lot of people anything but certainty. The death

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2020: Provided the World Doesn’t End, We’ll Enjoy an Increased Lifetime Gift and Estate Tax Exclusion

Whether society’s collective interpretation of the Mayan calendar proves correct and the world ends in 2020 remains unknown, for now. Despite this

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contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

contactsd@schneiderdowns.com
p:412.261.3644     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

contactsd@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102