Top Real Estate Accountants

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

Real Estate CPAs Serving Bucks County, Montgomery County, & Philadelphia

When it comes to real estate, there are many tax implications to consider. SD Associates, P.C. is a certified public accounting firm that specializes in real estate tax services. We have over 35 years of industry experience helping our clients navigate the complex world of real estate taxes. We offer a variety of real estate tax services, including:

• Bookkeeping
• Financial statement preparation
• Business formation and structuring
• Real estate tax planning
• Real estate tax compliance

Our team of experienced real estate accountants will work with you to ensure that you are taking advantage of all the deductions and credits available to you, and that you are in compliance with all the relevant tax laws. If you are looking for a trusted real estate accountant in Bucks County, Montgomery County, Philadelphia, and the surrounding areas, contact SD Associates, P.C. today to schedule a consultation.

Real Estate Tax Services

1031 exchange: A 1031 exchange allows you to sell a property and reinvest the proceeds into another property without having to pay capital gains taxes on the sale. This can be a great way to defer taxes and grow your real estate portfolio. Our team can help you navigate the complex rules around 1031 exchanges to ensure that you are in compliance with the IRS.

Asset management:  We can assist you to develop a plan to track all your real estate assets and liabilities, so that you can make informed decisions about your real estate investments.

Real estate tax planning and compliance: Our team can help you create a tax plan for your real estate investments that will minimize your tax liability and help you save money.

Real Estate Businesses

Who needs an accountant who specializes in real estate? You can benefit from our services if you are a:

• Manage or own a real estate properties
• Manage an investment trust
• Manage clients’ properties
• Offer other real estate services

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 know that when they call us, they’ll get prompt, professional service from a team of knowledgeable accountants who are dedicated to their success. Our real estate accounting services are backed by over 35 years of experience, we stay up-to-date on all the latest changes in the tax code so that we can better serve you.

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.

Wide client base: We have a wide client base that includes real estate businesses of all types and sizes. Whether you’re a small investor or a management company, we have the experience and expertise to meet your needs.

Accessibility: We strive to be as accessible to our clients as possible. We strive to make ourselves as accessible as possible, and you can always get in touch with us via phone, email, or in-person appointments.

Real Estate Accounting FAQS

What is real estate accounting?

Real estate accounting is the process of keeping track of all the financial transactions related to an investment property. This includes payments like mortgage payments, property taxes, and insurance premiums. Real estate accounting can be a complex task, as there are often multiple parties involved in a single transaction, multiple properties or partners. SD Associates, P.C. is a certified public accounting firm with over 35 years of experience in real estate accounting. We can assist you in developing a plan to keep track of all your financial transactions, and ensure that you are in compliance with all the relevant tax laws.

What are the benefits of hiring a real estate accountant?

There are many benefits to hiring a real estate accountant. A good real estate accountant will save you money by taking advantage of all the deductions and credits available to you. They will also help you stay in compliance with all the relevant tax laws. In addition, a real estate accountant can provide valuable insights into the financial stability of your investment. This information can be used to make decisions about things like whether to buy or sell a property, or how to best invest in improvements.

Can I do real estate accounting myself?

You can do real estate accounting yourself, but it is a complex task. There are many potential mistakes that can be made, and if you’re not familiar with the tax laws, you could end up paying more in taxes than you need to. It’s always best to hire a qualified professional to handle your real estate accounting.

Real Estate Accounting Service Areas

SD Associates, P.C. serves real estate businesses throughout the tristate area. 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

Contact Our Real Estate Accountant in Bucks County, Montgomery County, & Philadelphia Today

If you’re looking for a qualified real estate accountant in Bucks County, Montgomery County, Philadelphia or surrounding areas, look no further than SD Associates, P.C.. We have over 35 years of experience in real estate accounting, and we are dedicated to providing our clients with the best possible service. Contact us today to schedule a consultation.