Customer Reviews

Tax Estimates and Projection Services in Bucks County, Montgomery County, & Philadelphia

Estimates & Projections

Experience The SD Difference

Estimates and Projections


Call Us


Understanding Your Tax Estimates & Projections

Leading CPA Firm Serving PA, NJ, NY, DE, & More

Tax Estimates and Projection Services in Bucks County, Montgomery County, & Philadelphia

Our accountants for tax estimates and projections in Bucks County, Montgomery County, Philadelphia, and the surrounding areas are proud to offer their financial services. SD Associates, P.C. has been in the business of accounting and tax consulting for over 35 years, so we have the experience and expertise to handle your specific needs.

We understand that every business is different, which is why we offer customized solutions for each of our clients. We take the time to get to know your business and your goals, so that we can provide you with the best possible service. Our team is committed to providing accurate and timely information, so that you can make informed decisions about your business. Contact us today to learn more about our tax planning services or to schedule a consultation to discuss your estimate or projection today.

The Benefits of Professional Tax Estimates and Projections

There are many benefits to having a professional accountant prepare your tax estimates and projections. The advantages of expert tax help include:

Saved time: Tax law is complex, and it is constantly changing. Trying to keep up with the latest changes can be difficult and time-consuming. When you hire an accountant, you can be confident that they are keeping up with the latest changes and can prepare your taxes in a timely and efficient manner. This will save you precious time that you can devote to other areas of your business or personal life.

Accuracy: One mistake on your tax return can cost you time and money. An experienced accountant will make sure that your return is accurate and complete, so that you don’t have to worry about it.

Peace of mind: When you hire an accountant, you can rest assured knowing that your taxes are in good hands. This will allow you to focus on other aspects of your business or personal life, and leave the worry to us.

Tax Estimate and Projection FAQs

What is a tax estimate?

A tax estimate is an estimate of the amount of taxes you will owe for the year. It is based on information you provide, such as your income and deductions. An estimate can help you plan for your tax liability and make sure you have enough money set aside to pay your taxes. Tax estimates can deal with the past, present, or future.

What is a tax projection?

A tax projection is a forecast of your tax liability for the upcoming year. Where estimates can concern any period of time, a projection is only used to predict future events. A tax projection can help you plan for upcoming expenses and make sure you are putting enough money away to cover your taxes.

What happens if I overestimate or underestimate my taxes?

If you overestimate your taxes, you will end up with a refund. This is not necessarily a bad thing, as it can be seen as an interest-free loan to the government. However, if you consistently overestimate your taxes, it may be a sign that you are withholding too much from your paychecks. If you’re finding that you’re frequently overestimating, talk to one of our tax experts. We can help you make sure you are withholding the right amount of taxes from your paycheck.

If you under-withhold taxes, you may end up owing money to the government when you file your return. This can be a problem if you don’t have the money on hand to pay the tax bill. If you’re consistently under-withholding, we can help you rectify the situation as soon as possible.

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 commitment to outstanding service is unrivaled. We go above and beyond for our clients, providing the personal attention that you deserve. 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 estimates and projections in Bucks County, Montgomery County, Philadelphia, and the surrounding areas.

High professional standards: We follow 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. The quality of our work is of the utmost importance to us.

Wide client base: Our firm represents a wide variety of businesses and individuals. We have clients in many different industries, including manufacturing, retail, service, real estate, transportation, construction, financial services and more. This broad experience gives us the ability to offer creative solutions to the unique challenges faced by each of our clients.

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. With a team of several associates and six shareholders, you’ll always have access to the financial answers you need.

Tax Estimate and Projection Service Areas

SD Associates, P.C. is proud to offer the best tax projections and estimates in the Tri-State 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 Our Accountants for Tax Estimates and Projections in Bucks County, Montgomery County, & Philadelphia

Don’t wait until it’s too late to get a tax projection. Proper tax planning can help you or your business achieve your financial goals and avoid costly surprises. Our team at SD Associates, P.C. is committed to providing you with the best possible service, and we’re ready to help with all of your tax planning needs. Contact us today to schedule your consultation or to learn more about tax estimates and projections in Bucks County, Montgomery County, Philadelphia, and the surrounding areas.

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.


Keep up with the latest developments in taxes, finance, and all things SD Associates, P.C. by signing up for our newsletter.