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.