The CPA Services Chestnut Hill Has Chosen Since 1983

Learn More About Chestnut Hill’s Trusted Accounting Firm

SD Associates, P.C. makes navigating the complexities of the world of accounting easy. We have provided the CPA services Chestnut Hill has trusted for decades because of our exceptional solutions. Whether you need help with small business tax preparation or corporate tax services, you can always count on us for expert financial guidance.

The SD Associates Difference

• Long-Term Relationships 
• Decades of Experience
• Unparalleled Service
• Expertise in Multiple Industries

Contact us to schedule a consultation and discover Chestnut Hill’s trusted accounting firm.

Chestnut Hill’s Most Reliable Certified Public Accountant

As a client of SD Associates, P.C., you will partner with a professional accountant who specializes in a wide range of subjects and industries. We are ready to guide you through every step of your financial journey, from assisting with individual tax services to financial planning and much more. As a certified public accountant, every team member has undergone rigorous educational and licensing requirements to be where they are today.

Reasons You Should Work with a Certified Public Accountant

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

Industries We Serve

We serve a wide range of industries and understand the unique challenges of each one. Whether your retail store needs assistance with small business tax preparation or you’re looking for help with corporate taxes for your manufacturing and distribution center, we have you covered. Our team is well-versed in the changing financial landscapes of every industry we serve and will ensure you are in good financial standing.

We Serve the Following Industries

-Medical Practices

-Cannabis

-Manufacturing and Distribution

-Law Firms

-Real Estate

-Automotive

-Construction

-Technology

-Non-Profits

-Wholesale and Retail

-Charter Schools

Accounting Services

SD Associates P.C. makes keeping track of your finances simple with our accounting services. We are Chestnut Hill’s trusted accounting firm and are here to help you make the best decisions for your business. Our team will help you define your financial goals and will provide you with the support you need to get there, whether you’re looking for tax preparation services, strategic planning, or another one of our many services.

Accounting Services

-Quickbooks Installation, Training & Support

-Financial Statement Preparation

-Business Acquisitions and Sales Assistance

-Business and Strategic Planning

-Bookkeeping Assistance

-New Business Set-Up Counseling

-Bank Financing and Loan Restructuring Assistance

-Lease Purchase Analysis

-Tax Preparation and Planning

-Real Estate Sales and Acquisitions

Business Services

When you work with SD Associates, P.C., you partner with a professional accountant who will help you identify and define your business goals. Our team will ensure you are in excellent financial standing while also identifying areas for growth and improvement.

Our Business Services

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Structure and Reorganization

-Business Advisory

-Financial Planning

-Strategic Planning

Attestation Services

An excellent way to increase transparency and trust in your business is attestation services. They will allow you to assess the financial health of your organization and ensure that all of your financial information is accurate and reliable.

Our Attestation Services

-Agreed Upon Procedures

-Review and Compilation

-Employee Benefit Plans

-Single Audit

Tax Planning

When you choose our tax planning services, you work with a tax accountant who will make estimating your taxes easy. Our team will help you through every step of the way, from budgeting and forecasting to projections and more.

Our Tax Planning Services

-Estimates and Projections

-Budgeting and Forecasting

-1031 Exchanges

Tax Services

You can be confident when you choose SD Associates, P.C. for tax preparation services, you can rest assured that you are in safe hands. You will work with a tax accountant who understands your personal situation and will work hard to make sure you receive the attention you need, whether you need assistance with personal taxes, small business tax preparation, or corporate taxes.

Our Tax Services

-S Corps, C Corps, & Partnerships

-Employee Retention Credit Studies

-Business Returns

-Tax Dispute Resolutions

-Fiduciary Returns and Trusts

-Estate Returns

-Partnership Returns

-Personal Returns

-Gift Tax Returns

Consultations

We are here to help you take charge of your financial situation. Whether you want to meet with a tax accountant or need help mapping out your financial goals, SD Associates, P.C. is here to help you succeed.

Our Consultation Services

-Succession Planning

-Tax Strategy Design

-Objective Troubleshooting

-Audit Assistance

-New Business Creation

Why Choose SD Associates, P.C.?

High Professional Standards

At SD Associates, P.C., we uphold exceptionally high professional standards. Our strict quality control system has been reviewed by the Pennsylvania Institute of Certified Public Accountants and also received the highest possible ranking.

Long-Term Client Relationships

Our goal is to be with you during every step of your financial journey. We build lasting relationships at SD Associates, P.C. so that we can help our clients achieve their personal and professional finance goals.

Integrity

Integrity is crucial to our business practice. At SD Associates, P.C., we are committed to fairness, respect, honesty, and quality. We also implore ethics in everything we do and every decision we make within our firm.

Over 140 Years of Combined Experience

Our six shareholders have over 140 years of combined experience and are at the top of their game. Additionally, many members of our team have obtained advanced degrees, including Masters of Taxation, which means we are equipped to handle any situation.

Discover the CPA Services Chestnut Hill Has Trusted for Over 40 Years

SD Associates, P.C. offers the CPA services Chestnut Hill has trusted for decades because we offer exceptional services. We are Chestnut Hill’s trusted accounting firm and always go the extra mile for our clients. From guidance with a professional accountant to corporate tax services, you can always count on SD Associates, P.C.

Discover the CPA services Chestnut Hill prefers and contact us to schedule a consultation today!

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