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CPA Services in Rittenhouse Square

CPA Services in Rittenhouse Square

Experience The SD Difference

CPA Services Rittenhouse Square

CPA Services in Rittenhouse Square

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215.517.5600

The CPA Services Rittenhouse Square Has Chosen Since 1983

Learn More About Rittenhouse Square’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 Rittenhouse Square 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 Rittenhouse Square’s trusted accounting firm.

Rittenhouse Square’s Most Reliable Certified Public Accountant

SD Associates, P.C. is here for every step of your financial journey, from future planning to individual tax services. As a certified public accountant, our team has undergone rigorous educational and licensing requirements to be in the position they are in today. When you become a client of ours, you partner with a professional accountant who is ready to handle whatever is thrown at them with accuracy and integrity.

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

Keeping track of your finances has never been easier with our accounting services. SD Associates, P.C. is Rittenhouse Square’s trusted accounting firm and is here to help you take your business to the next level. We offer a wide range of services, from tax preparation services to strategic planning and more to help you get there.

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

Attestation services are an excellent way to increase trust and transparency in your business. They help you assess your organization’s financial health while also ensuring that your financial information is reliable and accurate.

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

With SD Associates, P.C., you can rest assured that your taxes are in safe hands with our tax preparation services. You’ll work with a tax accountant who will take the time to understand your individual situation and provide you with personalized assistance, from corporate taxes to small business tax preparation and more.

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 the highest possible professional standards within our industry. We have created a strict quality control system that has achieved the highest possible ranking and been reviewed by the Pennsylvania Institute of Certified Public Accountants.

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

A key part of our business practice is integrity. We are committed to incorporating respect, quality, fairness, and honesty in everything that we do at SD Associates, P.C.

Over 140 Years of Combined Experience

Our team of six shareholders have over 140 years of combined experience. It would be impossible to have been in the industry for as long as we have without consistently exceeding our clients’ expectations.

Discover the CPA Services Rittenhouse Square Has Trusted for Over 40 Years

At SD Associates, P.C., we offer the CPA services Rittenhouse Square has trusted since 1983. We always go the extra mile for our clients and are proud to be Rittenhouse Square’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 Rittenhouse Square 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