The CPA Services Cheltenham Trusts to Do the Job Right

Discover Cheltenham’s Most Reliable and Trusted Accounting Firm

We get it – navigating the accounting world is stressful and overwhelming, but working with a professional accountant makes it much simpler. SD Associates, P.C. offers the CPA services Cheltenham has counted on since 1983. From tax preparation services to financial guidance, we have you covered. Our team has expertise in many areas, from corporate tax services to small business tax preparation and much, much more.

The SD Accounting Difference

• Over 140 Years of Combined Experience
• Long-Term Client Relationships
• Expertise in Multiple Industries
• Full-Service Accounting Firm

Schedule a consultation and learn more about the CPA services Cheltenham relies on by contacting our office today!

Professional Certified Public Accountant Services

SD Associates P.C. is here to help you through every step of the financial management process. Every certified public accountant on our team has undergone rigorous education and licensing requirements to be in the position they are in today. When you choose a professional accountant at SD Associates, P.C., you’ll partner with someone who has the skills and expertise to handle any financial matter with accuracy and integrity.

Benefits of Working with a Certified Public Accountant

• Financial Planning
• Expertise and Qualifications
• Business Advisory
• Tax Planning and Compliance

Accounting Services

From business owners to individual taxpayers, SD Associates, P.C. makes keeping track of your finances easy. From tax returns to new business counseling and much more, we are Cheltenham’s trusted accounting firm. Our team knows what it takes to help clients achieve their financial goals and are experts in a wide range of services, from financial planning to tax preparation services and much more.

Accounting Services

-Bookkeeping Assistance

-New Business Set-Up Counseling

-Financial Statement Preparation

-Business Acquisitions and Sales Assistance

-Business and Strategic Planning

-Bank Financing and Loan Restructuring Assistance

-Lease Purchase Analysis

-Quickbooks Installation, Training & Support

-Tax Preparation and Planning

-Real Estate Sales and Acquisitions

Business Services

With our business services, your professional accountant will partner with you to ensure that your business is on the right track. Our team will ensure that your company is in excellent financial standing and advise you on opportunities for improvement and growth.

Our Business Services

-Financial Planning

-Strategic Planning

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Structure and Reorganization

-Business Advisory

Tax Services

You can rest assured that your taxes are in safe hands with SD Associates, P.C. because you will work with an expert tax accountant who understands your individual situation. Whether you need help with large-scale corporate taxes or are looking for assistance with small business tax preparation, we have you covered.

Our Tax Services 

-Employee Retention Credit Studies

-Gift Tax Returns

-Partnership Returns

-Personal Returns

-Fiduciary Returns and Trusts

-Business Returns

-Tax Dispute Resolutions

-Estate Returns

-S Corps, C Corps, & Partnerships

Tax Planning

Estimating your taxes by yourself can be stressful and overwhelming, which is why you need the help of SD Associates, P.C. Your tax accountant will ensure you are in an excellent position for the next tax season so that you receive the best possible return.

Our Tax Planning Services 

-1031 Exchanges

-Budgeting and Forecasting

-Estimates and Projections

Attestation Services

Attestation services are a highly beneficial way of understanding your personal or business’s financial health. They provide an independent evaluation of your financial information to ensure it is accurate and reliable. Whether you’re a business owner or an investor, these services increase trust and transparency by verifying that financial statements are in compliance with established standards.

Our Attestation Services

-Employee Benefit Plans

-Single Audit

-Agreed Upon Procedures

-Review and Compilation

Consultation

During your consultation, we will provide you with personalized assistance to help you make financial decisions that benefit your personal or business finances. Scheduling a consultation with a certified public accountant is a great way to take the time to define and set your financial goals as we are Cheltenham’s trusted accounting firm.

Our Consultation Services

-Succession Planning

-Audit Assistance

-Tax Strategy Design

-New Business Creation

-Objective Troubleshooting

Industries We Serve

From tracking payroll to new business counseling and more, we have you covered. SD Associates, P.C. serves multiple industries and understands the unique challenges associated with each one. Our team will work with you to ensure you are in excellent financial standing and that you are on track to meet your goals. We are always here to help, whether you need assistance with financial planning, small business tax preparation, or corporate tax services.

We Serve the Following Industries

-Construction

-Technology

-Real Estate

-Automotive

-Wholesale and Retail

-Charter Schools

-Manufacturing and Distribution

-Law Firms

-Medical Practices

-Cannabis

-Non-Profits

Why Choose SD Associates, P.C.?

High Professional Standards

Our team upholds the highest professional standards in the industry because we are Cheltenham’s trusted tax accountant. Our strict quality control system has been reviewed by the Pennsylvania Institute of Certified Public Accountants and has received the highest available ranking.

Broad Client Base

We have a large and broad client base, ranging from individuals to small, medium, and large businesses. Our clientele operate in industries such as wholesale distribution, manufacturing, professional services, restaurants, financial services, and more.

Decades of Combined Experience

Our six shareholders have over 140 years of combined industry experience. SD Associates, P.C. has been in business since 1983 and has earned its excellent reputation as Cheltenham’s preferred accounting firm.

CPAs with Advanced Degrees

We aren’t just a team of CPAs – many members of our team have also earned advanced degrees in relevant fields such as Masters in Taxation. At SD Associates, P.C., we are qualified to deal with a wide range of situations and always go the extra mile for our clients.

Discover the CPA Services Cheltenham Has Relied on Since 1983

We are proud to offer the CPA services Cheltenham has trusted for decades because of our top-notch services. At SD. Associates, P.C. we are here for our clients, whether they need financial planning or corporate tax advice. With our decades of combined experience, you can count on us to do the job right. Our goal is to build lasting relationships with every client so that we can provide them with professional assistance throughout their financial journey.

Learn more about the CPA services Cheltenham has counted on for over 40 years and schedule a consultation with us today!

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