Manufacturing and Distribution

Shepard Schwartz & Harris focuses on servicing privately held manufacturing and distribution companies.  Our services are designed to meet the unique needs of closely held companies, including those that are family owned or have family related investment interests.  Our clients conduct business in a variety of industries – from industrial and consumer products, to high end home décor wholesalers and retailers. 

We have extensive experience conducting audits, preparing financial statements and providing tax advisory services for companies with operations throughout the country, including helping clients navigate through state and local tax issues.  We advise manufacturers who distribute abroad – consulting on various export tax incentives and structures to maximize tax savings through IC DISC and Section 199 deductions. We seek to improve the client’s cash flow through cost studies and inventory management.  We also identify internal controls and financial system procedures to streamline decision making.

Client Profiles

  • We represent a structural steel tubing manufacturer with three plant operations in two states.  We conduct the annual audit, prepare the corporate tax returns and also provide information technology consulting services for this client, which has included the installation of the company’s financial system.   
  • We represent the oldest firefighting truck and pump manufacturer in the U.S. with plant operations in three states.  In addition to our audit and tax services, we provide a wide range of management consulting on all phases of company business.   
  • We represent a major steel container manufacturer and refurbisher.  The company has plant operations in three states.   
  • We represent one of the nation’s largest distributors of floor covering material for both commercial and residential application.   
  • We represent a major pet product manufacturer and supplier.   
  • We represent one of the oldest continuously-running manufacturing companies in the U.S., a company that manufacturers and distributes chemicals to the beauty and medical products industries.   
  • We represent a worldwide decorative and automotive fabrics distributor.   

Publications