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CPA Services in Germantown

CPA Services in Germantown

Experience The SD Difference

CPA Services Germantown

CPA Services in Germantown

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215.517.5600

The CPA Services Germantown Has Chosen Since 1983

Learn More About Germantown’s Trusted Accounting Firm

SD Associates, P.C. makes navigating the complex world of large and small business tax preparation easy because we provide the CPA services Germantown has trusted for over 40 years. We are here to provide you with the expert financial advice you need to meet your financial goals. Whether you need business counseling or assistance with small tax preparation or corporate tax services, we have you covered.

The SD Associates Difference

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

Contact our office to schedule a consultation and find out more about Germantown’s trusted accounting firm.

Germantown’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

Whether you’re looking for assistance with small business tax preparation, new business financial counseling, or corporate taxes, we do it all. SD Associates, P.C. serves a wide range of industries and understands the unique financial challenges associated with each one. Our team is well-versed in each industry’s ever-changing financial landscapes and will provide your business with the exceptional services it needs to succeed.

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 Germantown’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

At SD Associates, P.C., we help keep your business on track. When you choose us, you’ll work with a professional accountant who will help you define your business goals. We will ensure you are in excellent financial standing and will identify areas for improvement and growth.

Our Business Services

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Structure and Reorganization

-Business Advisory

-Financial Planning

-Strategic Planning

Attestation Services

With our attestation services, you’ll have a full picture of your organization’s financial health. We will help increase trust and transparency in your business, and ensure that all of your financial information is accurate.

Our Attestation Services

-Agreed Upon Procedures

-Review and Compilation

-Employee Benefit Plans

-Single Audit

Tax Planning

With our tax planning services, we will match you with a tax accountant who will make the entire process simple and stress-free. We will guide you through every step of the process, from projections to budgeting and forecasting and more.

Our Tax Planning Services

-Estimates and Projections

-Budgeting and Forecasting

-1031 Exchanges

Tax Services

When you choose SD Associates, P.C. for tax preparation services, you can be confident that you are in safe hands. Your tax accountant will become an expert in your individual situation to provide you with personalized assistance, whether you need assistance with personal/ 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

Whether you’re looking for a tax accountant or help with identifying your financial goals, we are here to help. During your consultation, we will help you take charge of your financial situation and ensure that you are in a position to 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

We uphold the highest possible professional standards in our industry. SD Associates, P.C. has created a rigorous quality control system that has been reviewed by the Pennsylvania Institute of Certified Public Accountants and has received the highest possible ranking.

Long-Term Client Relationships

We want to be with you through every step of your financial journey, which is why we strive to build long-term relationships with every client. We will work as a team and help you meet your professional and personal finance goals.

Integrity

Integrity is a key part of our business practice. At SD Associates, P.C., we are committed to respect, fairness, quality, and honesty.

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 Germantown Has Trusted for Over 40 Years

At SD Associates, P.C., we offer the CPA services Germantown has trusted since 1983. We always go the extra mile for our clients and are proud to be Germantown’s most trusted accounting firm. Every professional accountant on our team has the expertise to provide you with the guidance you need for long-term financial success. From new business counseling to corporate tax services and more, we are here for you through every step of your finance journey.

Discover the CPA services Germantown counts on and contact us to schedule a consultation!

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Ask a Question

Do you have a question about tax services, attestation, bookkeeping, or our other financial services? Click here to ask one of our financial experts.

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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