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

2020 Retirement Plan Limitations

On November 6, 2019, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2020 (IRS Notice 2019-59).

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IRS Releases Proposed Regulations on Changes to the Limits on Contributions to ABLE Accounts

The IRS released proposed regulations regarding changes to limits on contributions to Achieving a Better Life Experience (ABLE) accounts. The new proposed

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Easing Financial Fright with Sweet Advice

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. As our thoughts turn to pumpkins, candy, and costumes,

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The Stages of Wealth - Wealth Accumulation

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Over the last series of articles, we have highlighted

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I Want Mine, but How? Social Security Strategies

You are now ready to claim. You’ve done your research, decided your “when” but now what about strategies? Social Security employees do

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contact us

Map of Pittsburgh Office

One PPG Place, Suite 1700
Pittsburgh, PA 15222
p:412.261.3644     f:412.261.4876

Map of Columbus Office

65 East State Street, Suite 2000
Columbus, OH 43215
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102