Customer Reviews

Why Choose SD Associaetes in Bucks County, Montgomery County, & Philadelphia

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SD Associates, P.C., organized in 1983, is a full-service CPA and business advisory firm located in metropolitan Philadelphia servicing clients throughout the Tri-State area. Our firm’s philosophy has been, and continues to be, to consistently provide the highest quality of personalized service to our clients.

Unparalleled Service

Whether it is an accounting, auditing, consulting or tax engagement, our clients appreciate how professional and committed our staff is to their business needs. We believe that we are large enough to provide expertise in many areas, yet small enough that our shareholders and staff are accessible and responsive.

SD Associates, P.C. has six shareholders with over 140 years of combined experience that includes a staff of CPAs who have advanced degrees, including Masters in Taxation.

Highest Professional Standards
The firm’s professional staff is well versed in the American Institute of Certified Public Accountants (AICPA) auditing standards, guidelines, rules and regulations. The firm’s quality control system has been reviewed by the Pennsylvania Institute of Certified Public Accountants and has received the highest available rankings. The reviewer’s report expressed an unqualified opinion that the firm’s system of quality control met the requirements of the quality control standards for an accounting and auditing practice established by the AICPA. Click for our peer review.

Tax Planning
When it comes to business and tax planning, our firm is proactive and forward thinking. We strive to provide personalized service with a high degree of competence and integrity.

Successful businesses and individuals face complex and challenging issues. We take pride in helping our clients to successfully address business tax challenges in a timely manner.

Strong Relationships
We believe open communication is critical in fostering strong client professional relationships. One of our main goals is to keep our clients well informed and to be accessible to answer questions as the need arises. We encourage our clients to discuss their goals and needs, and we welcome the opportunity to discuss the manner in which work will be handled.

Broad Client Base
SD Associate’s diversified clientele ranges from start-ups to fully matured companies.
Our clients are engaged in a wide variety of business activities including manufacturing, wholesale distribution, retailing, financial services, professional services, real estate development, restaurants, and various non-profit organizations.

Our Mission
We are committed to our clients by maintaining the highest quality of standards, integrity and professionalism in our relationships.

We endeavor to provide timely, proactive, innovative and independent financial and tax services to privately owned businesses, their owners and families.

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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