The Expert and Experienced CPA Services Newtown Prefers

Discover Newtown’s Trusted Accounting Firm

We provide the CPA services Newtown has counted on for over 40 years because we are experts in all facets of accounting services, financial planning, and tax preparation services. There’s no room for error when it comes to accounting, and you can always count on SD Associates, P.C. to do the job properly. Our team has over 140 years of combined experience and many members hold advanced degrees, making us the natural choice for your accounting needs.

The SD Accounting Difference

• Solid Client Relationships
• Over 40 Years of Experience
• Expertise in Multiple Areas
• Full Service Accounting Firm

Learn more about the CPA services Newtown leans on and contact us to schedule an appointment today!

Expert CPA Services

When Newtown needs accounting services, it turns to SD Associates, P.C. because we have unmatched expertise and decades of experience. We will identify your financial goals and help you work towards them. Our team specializes in numerous areas and industries, making us the natural choice for all your accounting and tax needs.

Reasons You Should Work with a Certified Public Accountant

Peace of Mind

By choosing a professional accountant, you’ll have the peace of mind that can only come with knowing that your finances are being handled by an experienced and licensed professional. Our expert team will help you navigate the complex world of accounting and taxes with ease.

Expert Knowledge

At SD Associates, P.C., we specialize in all aspects of financial planning. Our team has the expertise to track your accounting and tax needs, which is overwhelming to do alone.

Strategic Financial Planning

The reality is that long-term financial success requires some level of planning. A certified public accountant will help you keep track of your cash flow management, profitability, and other business growth strategies.

Tax Planning and Preparation Assistance

By choosing a professional accountant at SD Associates, P.C., we guarantee your taxes will be filed properly. Your tax accountant will identify credits and incentives you may be eligible for, and ensure your tax filing complies with all the local, state, and federal regulations.

Industries We Serve

Law Firms

It’s no secret that law firms have a lot of information to keep track of, which is why working with a law tax accountant is an excellent way to reduce stress and ensure compliance. Whether you need business financial counseling or assistance with tax filing, SD Associates, P.C. is here to help.

Medical Practices

Our team at SD Associates, P.C. will help you understand your industry’s financial landscape so that you can be confident that your finances are on track. We have worked with small and large practices, and are well-versed in the unique needs of this industry.

Cannabis

Cannabis is a growing industry, and tax laws and regulations are evolving with it. By partnering with a professional accountant, you will have a clear understanding of your financial goals and understand your tax obligations.

Non-Profit Organizations

To run effectively, your non-profit’s finances need to be in order. Our team has expertise in the non-profit sphere and will ensure compliance with all relevant rules and regulations so that you can focus on your organization’s mission.

Manufacturing and Distribution

While running a manufacturing and distribution business, it can be difficult to track laws and regulations. Since there are many facets that go into the financial and taxation needs of these organizations, you need a firm that you can trust. At SD Associates, P.C. will help you track your financial goals and understand your tax obligations.

Charter Schools

As Newtown’s trusted accounting firm, we make keeping track of your charter school taxes and finances easy. At SD Associates, P.C., we have worked with numerous charter schools, which means we are experts and understand all of the regulations and laws that are associated with this industry.

Wholesale and Retail

With our accounting and tax preparation services, we will guide you through the financial landscape of the wholesale and retail industry. Since there are multiple types of taxes associated with these organizations, you need to work with an accounting firm that you can trust.

Technology

As the tech industry evolves, so do its financial obligations. As professional accountants, we keep track of all finance industry updates, so you can rest assured that we will make sure that your business is always compliant.

Automotive

Car dealerships have to deal with many different tax and financial obligations. With our tax preparation services at SD Associates, P.C., we ensure full compliance with all necessary laws and regulations, as well as making sure clients have access to all the credits and incentives to which they are entitled.

Construction

The construction industry has many unique needs when it comes to accounting. There is too much for one person to keep track of, which is why partnering with a professional accountant at SD Associates, P.C. is a great way to prioritize your financial and tax needs.

Real Estate

The financial side of the real estate industry has multiple facets, from capital gains to rental income and more. That’s why SD Associates, P.C. is here to help you through the entire process, as we are the best accountant for real estate investors.

Consultations

Our team will help you define and achieve your financial goals. During your consultation with our team, we will work with you to map out the necessary strategies to ensure your business succeeds. We will provide you with the personalized assistance that you deserve and will work hard to ensure you have all the tools and information you need to succeed.

Our Consultation Services

-Audit Assistance

-New Business Creation

-Succession Planning

-Objective Troubleshooting

-Tax Strategy Design

Audits

You may be asking yourself if an audit is necessary, but it is an essential way to save you money and stress in the future. At SD Associates, P.C., we identify and prevent potential frauds and/ or errors, and ensure that all your books are accurate.

Our Audit Services

• Internal Audits
• Compliance Audits
• Financial Statement Audits

Business Services

SD Associates P.C. is Newtown’s trusted accounting firm because we do it all, from financial planning to tax preparation services. Our professional accountant has the expertise and experience to handle all of your business financial service needs.

Our Business Services

-Financial Planning

-Strategic Planning

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Advisory

-Business Structure and Reorganization

Accounting Services

Keeping track of your books and preparing tax returns on your own can be tough, whether you’re an individual or a business. We are here to help you through the entire process, as every certified public accountant on our team specializes in assisting clients with achieving their financial goals. Our team handles a wide range of services, from tax preparation services to counseling new business owners and more.

Our Accounting Services

-Tax Preparation and Planning

-Quickbooks Installation, Training, and Support

-Real Estate Sales and Acquisitions

-Lease Purchase Analysis

-Bank Financing and Loan Restructuring Assistance

-Business and Strategic Planning

-Business Acquisitions and Sales Assistance

-Financial Statement Preparation

-New Business Set-Up Counseling

-Bookkeeping Assistance

Attestation Services

You need attestation services to ensure you are running your business effectively. SD Associates, P.C. offers the CPA services Newtown has relied on since 1983. Our team will ensure your financial statements are accurate and will make sure you maintain compliance and grow your business, as we are Newtown’s trusted accounting firm.

Our Attestation Services

-Employee Benefit Plans

-Review and Compilation

-Single Audit

-Agreed Upon Procedures

Tax Planning

We understand how overwhelming tax planning can be, which is why we are here to help. With our top-notch tax planning services, we will ensure that you are in an excellent position going into tax season. Your tax accountant will work hard to make sure you receive the best possible tax return, and can handle any tax situation, no matter how simple or complex it may be.

Our Tax Planning Services

-Estimates and Projections

-1031 Exchanges

-Budgeting and Forecasting

Tax Services

When you choose SD Associates P.C., you can rest assured that you are in safe hands. Whether you need help with personal or small business tax preparation, or large-scale corporate tax services, our job is to make the process easy and stress-free. We will ensure you have a full understanding of your deductions and will work hard to ensure you have access to the credits/ incentives that are applicable to your situation.

Our Tax Services

-Gift Tax Returns

-Fiduciary Returns and Trusts

-S Corps., C Corps., & Partnerships

-Employee Retention Credit Studies

-Tax Dispute Resolutions

-Estate Returns

-Partnership Returns

-Personal Returns

-Business Returns

Why Choose SD Associates, P.C.?

Over 140 Years of Combined Experience

Our six shareholders have over 140 years of combined experience. Having been in the industry for so long, we can handle anything that is thrown at us. Our goal is always to build long-term relationships with our clients, and you can always count on us to put you first, whether you need help with small business tax preparation or full-scale financial planning.

High Professional Standards

We uphold the highest professional standards at SD Associates, P.C. and follow an extremely strict quality control system. This system has received the highest possible rankings and was reviewed by the Pennsylvania Institute of Certified Public Accountants.

Broad Client Base

We serve many industries, such as wholesale distribution, manufacturing, restaurants, non-profits, financial services, professional services, and more. Additionally, we cover a diverse range of clientele, from individuals and small businesses to large corporations.

CPAs with Advanced Degrees

Our team is qualified to handle any tax or financial situation. We aren’t just a group of certified public accountants, as many members of our team also hold advanced degrees, including masters in Taxation.

Learn More About the CPA Services Newtown Relies on for Unmatched Service

{We offer the CPA services Newtown has turned to for over 40 years. At SD Associates, P.C., our team of CPAs have decades of combined experience. We do it all, from financial planning to corporate tax services and much more. Our goal is to build long-lasting client relationships and we guarantee we will be by your side through thick and thin.

Discover the CPA services Newtown counts on and contact us today!|SD Associates, P.C. offers the CPA services Newtown has trusted for over 40 years. Our team of professional and committed CPAs have decades of combined experience. From financial planning to corporate tax services, we do it all. We build long-term relationships with our clients and will always be by your side.

Learn more about the CPA services Newtown prefers and contact our team today!|At SD Associates, P.C., we offer the CPA services Newtown has relied on for decades. We are a team of professional and committed CPAs who have decades of combined experience. Whether you’re looking for corporate tax services or financial planning, we have you covered. Our goal is to build a lasting relationship with you so that we can be by your side through thick and thin.

Contact us to discover the CPA services Newtown trusts and schedule a consultation today!|We offer the CPA services Newtown has counted on for decades because we uphold extremely high professional standards. At SD Associates, P.C., we are a team of committed CPAs with decades of combined experience. From financial planning to corporate tax services, we have you covered. We build lasting relationships with our clients and will always be by your side.

Contact us to learn more about the CPA services Newtown leans on and schedule a consultation today!

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