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 (VDA's)
  • 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.