Services for the Professional Services Industry

In addition to our expertise in providing all the traditional accounting and tax services, Schneider Downs has extensive knowledge and experience in providing a variety of non-traditional services to professional service clients including:

Retirement Plan Services

  • Design and implementation equity incentive plans including phantom equity strategies
  • Qualified retirement plan design
  • Fiduciary guidance
  • Investment advisory
  • Employee education
  • Administrative services

State and Local Tax Services

  • Sales and use tax compliance review
  • Nexus studies including voluntary disclosure agreements (VDAs)
  • Sales and use tax refund review and reverse audits
  • Unclaimed property reporting
  • Legislative assistance

Business Advisory Services

  • Review potential acquisitions and sales from both a tax and economic standpoint to determine if transaction is feasible
  • Business succession planning
  • Business valuations
  • Benchmarking comparisons to peers and industry standards
  • Strategic business planning
  • Litigation support
  • Forensic accounting services
  • Business integration services

Technology Advisory Services

  • Information security risk assessment review
  • Firewall vulnerability assessments
  • Disaster recovery and business continuity planning
  • PCI complianceAssistance with software selection focusing on documentation of needs
  • Project management
  • Data warehouse implementation
  • IT strategic planning

Internal Audit and Risk Advisory Services

  • Outsourcing and strategic sourcing
  • Compliance review
  • Fraud risk assessment
  • Process and control optimization
  • Risk assessments
  • Data mining
  • Quality assurance review
  • IT audits
  • Information security

At Schneider Downs, our business is to provide you with the highest level of personalized service and expertise available to reach your strategic goals. Our professionals are committed to working closely with you as your business advisors to help you grow your business.

case studies

Let’s discuss preventing ransomware attacks on your company. Email me directly <a href=''>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=''>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.
our thoughts on
Ohio’s New Budget
Largest Ransomware Attack on Record Hits During the U.S. Holiday Weekend
Ohio Update on the Unemployment Benefits Exclusion for Taxpayers Who Filed Prior to the Enactment of the American Rescue Plan Act
What’s the Difference Between SOC 1 and SOC 2 Reports?
Thinking About Selling Your Business? Here Is Your Checklist to Get Prepared
contact us
Map of Pittsburgh Office

One PPG Place, Suite 1700
Pittsburgh, PA 15222

[email protected]
p:412.261.3644     f:412.261.4876

Map of Columbus Office

65 East State Street, Suite 2000
Columbus, OH 43215

[email protected]
p:614.621.4060     f:614.621.4062

Map of Washington Office
Washington, D.C.

1660 International Drive, Suite 600
McLean, VA 22102

[email protected]

This site uses cookies to ensure that we give you the best user experience. Cookies assist in navigation, analyzing traffic and in our marketing efforts as described in our Privacy Policy.