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:
A not-for-profit client out of 401(k) compliance.
big thinking:
Allowing more contributions by highly paid employees.
 
big problem:
Hackers attempting a six-figure wire transfer.
big thinking:
Rapid action spearheaded active containment and response.

our thoughts on

Which States Can Tax Your Trust?

Imagine that you are a taxpayer living in Pennsylvania who has recently established a trust for the benefit of your Ohio-resident children. Further imagine

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I Want Mine - Social Security Simplified

I have this love/hate relationship with social media. In late April, when The 2019 Social Security and Medicare Trustees Reports were published, the key

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Financial Fitness: Setting SMART Goals

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Happy New Year! As the calendar flips and a New

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Financial Fitness

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. It can be hard to differentiate between financial

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Financial Fitness - Are my personal finances on the right track?

This article was originally published in Wedgewood Life magazine and is reprinted with their permission. This is a frequently asked question by my clients

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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