The CPA Services Wynnewood Trusts to Do the Job Right

Discover Wynnewood’s Most Reliable and Trusted Accounting Firm

It’s no secret how overwhelming and stressful it can be to navigate the world of accounting, which is why you need the help of a professional accountant. SD Associates P.C. is proud to provide the CPA services Wynnewood has turned to since 1983. From financial guidance to tax preparation services and much more, you are in the right place. Our expertise extends to many areas, from corporate tax services to small business tax preparation and everything else in between.

The SD Accounting Difference

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

Schedule a consultation and learn more about the CPA services Wynnewood relies on by contacting our office today!

Professional Certified Public Accountant Services

When you work with SD Associates, P.C., you partner with a certified public accountant who is equipped to tackle any financial matter with integrity and accuracy. Every professional accountant on our team has undergone rigorous education, examinations, and licensing requirements to be where they are today, and will make every step of the financial planning process simple and stress-free.

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 Wynnewood’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

With our business services, your professional accountant will partner with you to ensure that your business is on the right track. Our team will ensure that your company is in excellent financial standing and advise you on opportunities for improvement and growth.

Our Business Services

-Financial Planning

-Strategic Planning

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Structure and Reorganization

-Business Advisory

Tax Services

With the help of an expert tax accountant at SD Associates, P.C., you can rest assured that your taxes are in safe hands. From personal and small business tax preparation to large-scale corporate taxes, we handle 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

Estimating your taxes by yourself can be stressful and overwhelming, which is why you need the help of SD Associates, P.C. Your tax accountant will ensure you are in an excellent position for the next tax season so that you receive the best possible return.

Our Tax Planning Services 

-1031 Exchanges

-Budgeting and Forecasting

-Estimates and Projections

Attestation Services

Attestation services are a crucial way to evaluate your business’s financial health. By ensuring that your financial statements comply with the established standards, you increase transparency and trust in your business. Our team will help make sure that you maintain compliance and are in a good position to grow.

Our Attestation Services

-Employee Benefit Plans

-Single Audit

-Agreed Upon Procedures

-Review and Compilation

Consultation

Scheduling a consultation with a certified public accountant is an excellent way to define and achieve your financial goals. As Wynnewood’s trusted accounting firm, we offer personalized assistance to help you make positive financial decisions, whether you need help with audit assistance, succession planning, tax preparation, or another one of our many services.

Our Consultation Services

-Succession Planning

-Audit Assistance

-Tax Strategy Design

-New Business Creation

-Objective Troubleshooting

Industries We Serve

We serve multiple industries and understand the unique challenges of each one. From tracking payroll to sales tax and so much more, we are well-versed in all of the financial requirements of running a business. We will work with you to ensure you are in good financial standing and are on track to meet your goals. Whether you need help with small business tax preparation, financial planning, or corporate tax services, we are always here to help.

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

Our strict quality control system has received the highest available ranking and has been reviewed by the Pennsylvania Institute of Certified Public Accountants. As Wynnewood’s trusted tax accountant, we uphold the highest professional standards in the industry and are proud to offer the CPA services Wynnewood trusts.

Broad Client Base

From individuals to large corporations, we have a broad client base. We work with clientele in industries that range from financial services to retail and much more.

Decades of Combined Experience

SD Associates, P.C. has been in the industry since 1983, but our experience goes beyond that. Our six shareholders have over 140 years of combined experience and proudly offers the CPA services Wynnewood trusts.

CPAs with Advanced Degrees

We aren’t just a team of CPAs – many members of our team have also earned advanced degrees in relevant fields such as Masters in Taxation. At SD Associates, P.C., we are qualified to deal with a wide range of situations and always go the extra mile for our clients.

Discover the CPA Services Wynnewood Has Relied on Since 1983

We are proud to offer the CPA services Wynnewood has trusted for decades because of our top-notch services. At SD. Associates, P.C. we are here for our clients, whether they need financial planning or corporate tax advice. With our decades of combined experience, you can count on us to do the job right. Our goal is to build lasting relationships with every client so that we can provide them with professional assistance throughout their financial journey.

Learn more about the CPA services Wynnewood has counted on for over 40 years and schedule a consultation with us today!

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