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Tax Planning Services in Bucks County, Montgomery County, & Philadelphia

Tax Planning Services

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Tax Planning

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Tax Preparation By The Experts. Choose SD.

Accounting Professionals Serving PA, NJ, NY, DE, & More

Tax Planning Services in Bucks County, Montgomery County, & Philadelphia

Keeping track of your financial records, estimating your taxes, and filing your return can be daunting – especially if you’re self-employed or have a complex financial situation. If you’re looking to maximize your cash flow and get the best tax refund possible, it’s essential to invest in quality tax planning services. The accounting firm of SD Associates, P.C. offers comprehensive tax planning in Bucks County, Montgomery County, and Philadelphia. We work with both individuals and businesses of all sizes to develop a personalized plan that takes into account your unique financial situation and goals. Contact us today to speak with one of our tax experts or to schedule your tax planning consultation.

Our Tax Planning Services

1031 Exchanges

A 1031 exchange is a tax-deferred exchange of investment or business property held for productive use in a trade, business, or for investment. The most common type of 1031 exchange is the exchange of real estate held for investment purposes. However,1031 exchanges can also be used to defer taxes on the exchange of other types of business or investment property, such as aircraft, vehicles, machinery, and equipment.

To qualify for a 1031 exchange, the taxpayer must exchange properties of like-kind and use the proceeds from the sale of the first property to purchase the second property. The exchange must also be completed within a certain time frame and meet other requirements set forth by the IRS.

SD Associates, P.C. has extensive experience handling 1031 exchanges for our clients. We will work with you to ensure that your exchange meets all the requirements set forth by the IRS and maximizes your tax benefits. Contact us today to learn more about how we can help you with your 1031 exchange.

Estimates and Projections

Making estimates and projections is an essential part of tax planning. Estimates are used to calculate your taxes owed for the current year, while projections are used to estimate your taxes for the upcoming year. Both estimates and projections take into account your current financial situation and income, as well as any changes that are expected to occur in the future.

SD Associates, P.C. has years of experience preparing estimates and projections for our clients. We will work with you to develop an estimate or projection that takes into account your unique financial situation and goals.

Budgeting and Forecasting

Budgeting and forecasting are important tools that can be used to make informed decisions about your finances. A budget is a plan that outlines your expected income and expenses for a specific period of time. Forecasting is the process of predicting your future income and expenses based on your current financial situation.

SD Associates, P.C. can help you develop a budget or forecast that takes into account your unique financial situation and goals. We will work with you to ensure that your budget or forecast is realistic and achievable.

The Benefits of Professional Tax Planning

There are many benefits to professional tax planning. Tax planning can help you save money on your taxes, maximize your cash flow, and get the best tax refund possible. Professional tax planners can also help you make informed decisions about your finances and develop a plan that takes into account your unique financial situation and goals.

SD Associates, P.C. is a leading provider of tax planning services in Bucks County, Montgomery County, and Philadelphia. We work with both individuals and businesses of all sizes to develop a personalized plan that takes into account your unique financial situation and goals. Contact us today to speak with one of our tax experts or to schedule your tax planning consultation.

Tax Planning FAQs

What is tax planning?

Tax planning is the process of designing a plan to minimize your tax liability. Tax planning can be used to save money on your taxes, maximize your cash flow, and get the best tax refund possible.

What are some common strategies used in tax planning?

Some common strategies used in tax planning include using tax-advantaged accounts, such as IRAs and 401(k)s, and maximizing deductions and credits.

Can I do my own tax planning?

You can do your own tax planning, but it is often beneficial to work with a professional tax planner. Professional tax planners have the knowledge and experience to help you develop a plan that takes into account your unique financial situation and goals.

Why SD Associates, P.C.

Unparalleled service: There’s a reason SD Associates, P.C. is the best kept secret in the tri-state area.  Our clients receive the highest level of service and attention, no matter how big or small their business. Our full-service accounting firm is large enough to offer the services your business requires to succeed, but small enough to still provide personalized tax planning in Bucks County, Montgomery County, and Philadelphia.

High professional standards: We adhere to all of the American Institute of Certified Public Accountants (AICPA) auditing standards, guidelines, rules and regulations. Our quality control system has been reviewed by the Pennsylvania Institute of Certified Public Accountants and has received the highest possible rankings. 

Wide client base: Our firm has a wide range of clients, from small businesses to large companies. This allows us to maintain our high standards while still providing the personalized service our clients have come to expect.

Accessibility: We strive to make ourselves accessible to our clients when they need us most. Our team promptly responds to all emails, and we are always available for a phone call if you need advice or have a question.

Tax Planning Service Areas

SD Associates, P.C. is proud to offer expert tax planning in the tristate area for businesses of all sizes, as well as individual taxpayers. Our service areas include, but are not limited to: 

  • Philadelphia, PA
  • Bucks County, PA
  • Montgomery County, PA
  • Chester County, PA
  • Lehigh County, PA
  • North Jersey
  • South Jersey
  • Maryland
  • Delaware

Call Today for Tax Planning in Bucks County, Montgomery County, & Philadelphia

SD Associates, P.C. is a leading provider of tax planning services in Bucks County, Montgomery County, and Philadelphia. We work with both individuals and businesses of all sizes to develop a personalized plan that takes into account your unique financial situation and goals. Contact us today to speak with one of our tax experts or to schedule your tax planning consultation.

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

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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

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Montgomery
Philadelphia
Bucks
Chester
Delaware
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