The CPA Services University City Has Chosen Since 1983

Learn More About University City’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 University City 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

Find out more about University City’s trusted accounting firm and contact our office to schedule a consultation!

University City’s Most Reliable Certified Public Accountant

When you become a client with SD Associates, P.C., you partner with a professional accountant who will handle your situation with integrity and accuracy. We are a certified public accountant, which means that every member of our team has undergone strict educational and licensing requirements to be in the position they are in today. Our team is ready to assist you throughout your financial journey, from helping with individual tax services to financial planning and much more.

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

As University City’s trusted accounting firm, we make tracking your finances easy and stress-free with our accounting services. From helping with tax returns to providing business counseling, we are here to help you take your business to the next level. We offer a wide range of services, from strategic planning to tax preparation services and so much more.

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

Whether you need help with forecasting or projections, we are here to make tax planning easy. We will partner you with a tax accountant who will walk you through every step of the process, making sure you’re in the best possible position going into tax season.

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

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 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 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 University City Has Trusted for Over 40 Years

At SD Associates, P.C., we offer the CPA services University City has relied on since 1983. We offer exceptional services and always go the extra mile for our clients. As University City’s trusted accounting firm, every professional accountant on our team offers the advice and support you need to succeed. From corporate tax services to financial planning and much more, we are here to help you through every step of your finance journey.

Learn more about the CPA services University City trusts and schedule a consultation with us today!

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