Tax Services

Schneider Downs provides a variety of specialized services to assist our clients with all of their tax compliance and planning needs.

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Our Clients' Thoughts On Schneider Downs

"Schneider Downs does a great job for us in the audit, tax, and wealth management areas."

"Everyone we deal with at Schneider Downs shows that they care about our business and personal concerns. They are always available to us and are very responsive. They have been with us for a long time and we are thrilled with their performance."

"Because they do all of the above..well!"

"Consistent quality service over an extended relationship."

"Great long term relationship."

"relationships with Tax & Audit staff are phenomenal - they answer and are attentive when we have issues and provide timely responses"

"Since we starting with Schneider Downs late last year they have provided the best service possible. Every time I call with a question or problem they are extremely quick to response. Couldn't ask for a better company."

"I have found Schneider Downs team members at every level that I've interacted with to be knowledgeable, professional, thorough, responsive and respectful. Schneider Downs is large enough to have the resources to serve our group of entities but small enough to be approachable and to take our tax related and business needs seriously."

"We've had a very good experience with SD&Co over the years and appreciate the strong leadership from the partners and managers on our account. They understand our business and the issues we face each year and provide reasonable alternatives."

"Been w SD for 30 years
Always there for us"

Best Account 2021
case studies
 
High tax burden for family-owned franchisor.
big problem:
High tax burden for family-owned franchisor.
big thinking:
Comprehensive planning for a 15% tax reduction.
 
                                    Pandemic-Fueled Tax Liabilities for Dealerships
big problem:
Pandemic-Fueled Tax Liabilities for Dealerships
big thinking:
Change accounting methods to achieve $600,000 in deferred tax savings.
our thoughts on

PA Tax Credit Aggregation

Learn how the Pennsylvania Supreme Court’s decision in Zilka directly impacts Pennsylvania residents who work outside of Pennsylvania and claim credits on their Pennsylvania state and local income tax returns.

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House of Representatives Approves Tax Relief for American Families and Workers Act

Learn more about the Tax Relief for American Families and Workers Act, recently approved by the House of Representatives and what it will take to pass the Senate.

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IRS Modifies Position on Grantor Trust Tax Reimbursement Clauses

Read more about the CCA memorandum issued on November 28, 2023.

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Proposed Bipartisan Tax Plan Released – Overview of the Tax Relief for American Families and Workers Act of 2024

Learn more about the proposed Tax Relief for American Families and Workers Act of 2024 and the highlights included within the Act.

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Dealers Get an Extension for Time-of-Sale Reports for EVs

Learn more about the IRS-released Rev. Procedure 2023-38 that extends the three-day time period through January 16.

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Shocking! A Dealer Reporting EV Sales to the IRS is Confusing!

Learn more about the confusing requirements of auto dealers that sell electric vehicles and the highlights of the 2023 process for reporting EVs.

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PA Grantor Trust

Uncover the changes to the Pennsylvania Tax Code Senate Bill 815, now Act 64 of 2023 relating to the taxability of income received by resident and nonresident trusts.

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Pittsburgh

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