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CPA Services in Fort Washington

CPA Services in Fort Washington

Experience The SD Difference

CPA Services Fort Washington

CPA Services in Fort Washington

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215.517.5600

The CPA Services Fort Washington Trusts to Do the Job Right

Discover Fort Washington’s Most Reliable and Trusted Accounting Firm

When you need accounting assistance, SD Associates P.C. is there. We are proud to offer the CPA services Fort Washington has trusted for over 40 years. Navigating the world of taxes and financial management is stressful, which is why you need the help of a professional accountant. Whether you’re looking for financial planning or tax preparation services, you have come to the right place. Plus, our expertise extends to many areas, from small business tax preparation to corporate tax services.

The SD Accounting Difference

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

Contact us to schedule a consultation and learn more about the CPA services Fort Washington prefers.

Professional Certified Public Accountant Services

From individual taxes to financial planning for your business, your professional accountant with SD Associates P.C. is here for you every step of the way. There are many significant benefits to working with a certified public accountant, who has undergone rigorous education and licensing requirements to be where they are today. You’ll partner with someone who can handle any financial matter with integrity and accuracy.

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 and everything in between, SD Associates, P.C. is here to help make staying on top of your finances easy. Whether you’re looking for tax preparation services or new business counseling, we have you covered, as we are Fort Washington’s trusted accounting firm. With our expertise, we will ensure you are on track to meet your financial goals.

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

Our team will ensure that you are in excellent financial standing by identifying potential growth/ improvement opportunities. With our business services, your professional accountant will guarantee your business will be on the right track and will partner with you to ensure you have everything you need to succeed.

Our Business Services

-Financial Planning

-Strategic Planning

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Structure and Reorganization

-Business Advisory

Tax Services

Your taxes are in safe hands with SD Associates, P.C. because you’ll work with a tax accountant who is well-versed in your needs. From large-scale corporate taxes to small business tax preparation, we do it all.

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

There’s no need to worry about estimating your taxes by yourself. SD Associates P.C. will walk you through the entire tax planning process and will ensure you have nothing to worry about from start to finish. Your tax accountant will guarantee that you will be in an excellent position when tax season arrives.

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

A consultation with a certified public accountant provides you with the personal assistance you need to make good financial decisions. As Fort Washington’s trusted accounting firm, we will work with you to define and set your financial goals and provide you with the resources you need to hit them.

Our Consultation Services

-Succession Planning

-Audit Assistance

-Tax Strategy Design

-New Business Creation

-Objective Troubleshooting

Industries We Serve

At SD Associates, P.C., we serve multiple industries and understand the unique needs of each one. We understand the financial requirements of running a business, from tracking sales tax to corporate tax services and more. Our team will work with you to make sure you are on track to meet your financial goals. Whether you’re looking for assistance with financial planning, small business tax preparation, or corporate taxes, we have you covered.

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

As Fort Washington’s trusted tax accountant, SD Associates, P.C. upholds the highest professional standards in the industry. Our strict quality control system has been reviewed by the Pennsylvania Institute of Certified Public Accountants and 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

It would be impossible to be in the industry as long as we have without offering the CPA services Fort Washington trusts. We have been in the industry since 1983 and our six shareholders have over 140 years of combined experience.

CPAs with Advanced Degrees

Not only are we a team of CPAs, but many members of our team have also obtained advanced degrees, including Masters in Taxation. We are at the top of our game and are qualified to deal with a multitude of situations.

Discover the CPA Services Fort Washington Has Relied on Since 1983

At SD Associates, P.C., we offer the CPA services Fort Washington has turned to for decades because of our exceptional services. Whether you need help with financial planning or corporate taxes, we are here to help. You can always count on us to do the job right as we have decades of combined experience. We build lasting relationships with our clients and provide them with professional assistance throughout their financial journey.

Discover the CPA services Fort Washington relies on and contact us to schedule a consultation today!

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Experience The SD Difference

Why Our Clients Love Us

Accountants Serving Philadelphia, Bucks County, Montgomery County, & Surrounding Counties

Accountants Serving Philadelphia, Bucks County, Montgomery County, & Surrounding Counties

Looking For More From Your CPA?

When you partner with SD Associates, P.C., you’re working with a top-notch team of knowledgeable tax professionals. With over 3 decades of experience, we strive to provide our clients with the highest level of service.

Full-service CPA Firm

Over 35 Years in Business

Always Available for Phone Calls

Accessible Via Email or Phone

Wide Client Base

Experienced CPAs with Advanced Degrees

The Best Accountants in Philadelphia & the Tri-State Area

Service Areas

Communities We Serve

Our Service Areas
Montgomery
Philadelphia
Bucks
Chester
Delaware
Other States