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CPA Services in Old City

CPA Services in Old City

Experience The SD Difference

CPA Services in Old City

CPA Services in Old City

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215.517.5600

The CPA Services Old City Has Chosen Since 1983

Learn More About Old 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 Old 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

Contact us to schedule a consultation and discover Old City’s trusted accounting firm.

Old 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

At SD Associates P.C., we are well-versed in the changing financial landscapes of every industry we serve and will go out of our way to guarantee you are in good financial standing. We serve a wide range of industries and understand the unique challenges associated with each one. From assistance with small business tax preparation and corporate taxes to new business counseling and much more, we offer the exceptional services your business deserves.

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

Keeping track of your finances has never been easier with our accounting services. SD Associates, P.C. is Old City’s trusted accounting firm and is here to help you take your business to the next level. We offer a wide range of services, from tax preparation services to strategic planning and more to help you get there.

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

SD Associates P.C. will help you keep your business on track. You’ll work with a professional accountant who specializes in defining business goals. We will provide you with support throughout the entire process and will ensure you are in excellent financial standing.

Our Business Services

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Structure and Reorganization

-Business Advisory

-Financial Planning

-Strategic Planning

Attestation Services

With our attestation services, you’ll have a full picture of your organization’s financial health. We will help increase trust and transparency in your business, and ensure that all of your financial information is accurate.

Our Attestation Services

-Agreed Upon Procedures

-Review and Compilation

-Employee Benefit Plans

-Single Audit

Tax Planning

When you choose our tax planning services, you work with a tax accountant who will make estimating your taxes easy. Our team will help you through every step of the way, from budgeting and forecasting to projections and more.

Our Tax Planning Services

-Estimates and Projections

-Budgeting and Forecasting

-1031 Exchanges

Tax Services

With SD Associates, P.C., you can rest assured that your taxes are in safe hands with our tax preparation services. You’ll work with a tax accountant who will take the time to understand your individual situation and provide you with personalized assistance, from corporate taxes to small business tax preparation and more.

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

We want to be with you through every step of your financial journey, which is why we strive to build long-term relationships with every client. We will work as a team and help you meet your professional and personal finance goals.

Integrity

A key part of our business practice is integrity. We are committed to incorporating respect, quality, fairness, and honesty in everything that we do at SD Associates, P.C.

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 Old City Has Trusted for Over 40 Years

SD Associates, P.C. offers the CPA services Old City has trusted for decades because we offer exceptional services. We are Old City’s trusted accounting firm and always go the extra mile for our clients. From guidance with a professional accountant to corporate tax services, you can always count on SD Associates, P.C.

Discover the CPA services Old City prefers and contact us to schedule a consultation today!

 

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Experience The SD Difference

Why Our Clients Love Us

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

Communities We Serve

Our Service Areas
Montgomery
Philadelphia
Bucks
Chester
Delaware
Other States