Tax Outsourcing /
On Call Assistance

PRIMARY CONTACTS:
Justin C. Steele ESQ
Matthew C. Werner CPA

In today's complex business and tax environment, most companies cannot maintain the requisite level of in-house tax expertise necessary to ensure compliance in all tax disciplines and jurisdictions.

Tax co-sourcing provides a strategic opportunity for companies to house those areas of the tax function that are most strategic, while outsourcing those tasks that are prohibitively resource-intensive or too expensive to complete in-house.

It is all about getting the most from limited resources.  Small to large, companies have turned to co-sourcing to handle traditional Federal, state and foreign tax return preparation and tax provision calculations as well as more complex projects such as SOX tax control reviews, income tax reserve (ASC 740-10 fka. FIN 48)implementation, state and local tax consulting and audit assistance, tax provision audit support, and transactional analysis.   Let Schneider Downs help your Company leverage its current tax resources in an efficient, cost-effective manner. 

About Schneider Downs Tax Advisors 

With one of the largest regional tax practices in the country, Schneider Downs Tax Advisors’ personal focus on clients and in-depth understanding of current issues ensures that clients are complying with tax filing requirements and maximizing tax benefits. Our industry knowledge and focus ensures delivery of technical tax strategies which can be implemented as practical business initiatives. Learn more at www.schneiderdowns.com/tax-services.

case studies
 
                                    Company impacted by ransomware.
big problem:
Company impacted by ransomware.
big thinking:
Restore system on-site and avoid six-figure ransom.
 
                                    Inefficient tax credit realization.
big problem:
Inefficient tax credit realization.
big thinking:
Identified a $900,000 tax credit, nearly twice as much as prior years.
our thoughts on

SECURE 2.0 Act – Section 604. Optional Treatment of Employer Matching or Non-elective Contributions as Roth Contributions.

Learn more about Section 604. Optional Treatment of Employer Matching or Non-elective Contributions as Roth Contributions of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 101. Expanding Automatic Enrollment in Retirement Plans

Learn more about Section 101. Expanding Automatic Enrollment in Retirement Plans of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 111. Application for Credit for Small Employer Pension Plan Startup Costs to Employers Which Join an Existing Plan

Learn more about Section 111. Application for Credit for Small Employer Pension Plan Startup Costs to Employers Which Join an Existing Plan of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 126. Special Rules for Certain Distributions from Long-term Qualified Tuition Programs to Roth IRAs

Learn more about Section 126. Special Rules for Certain Distributions from Long-term Qualified Tuition Programs to Roth IRAs of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 102. Modification of Credit for Small Employer Pension Start-Up Costs

Learn more about Section 102. Modification of Credit for Small Employer Pension Start-Up Costs of the SECURE 2.0 Act.

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SECURE 2.0 Act –Section 317. Retroactive First-year Elective Deferrals for Sole Proprietors

Learn more about Section 317. Retroactive First-year Elective Deferrals for Sole Proprietors of the SECURE 2.0 Act.

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SECURE 2.0 Act – Section 307. One-time Election for Qualified Charitable Distribution to Split-interest Entity; Increase in Qualified Charitable Distribution Limitation

Learn more about Section 307. One-time Election for Qualified Charitable Distribution to Split-interest Entity; Increase in Qualified Charitable Distribution Limitation of the SECURE 2.0 Act.

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