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Top CPAs Serving PA, NJ, NY, DE, & More

Financial Services in Bucks County, Montgomery County, and Philadelphia

At SD Associates, P.C., we offer a wide range of financial services to businesses and individuals. We have extensive experience working with clients in Bucks County, Montgomery County, Philadelphia, and the surrounding areas. Whether you are a business owner looking to establish a new business, or an individual looking to invest in real estate or prepare your taxes for the coming year, we can help you reach your financial goals. Get in touch with us today to learn more about our varied financial services or to schedule your consultation.

Consultation 

Our consultation services are designed to help businesses and individuals alike in a number of ways. If you are starting a business, we can help you choose the right business structure, obtain the necessary licenses and permits, and get your business off to a strong start. If you are an individual looking to invest in real estate or prepare your taxes, we can provide you with the guidance you need to make sound financial decisions. No matter what your needs may be, our team is here to help you get ahead. Our consultation services include:

• Succession planning
• Audit assistance
• Tax strategy design
• Objective troubleshooting

Attestation Services

Attestation services are generally used in connection with financial statements. An attestation service is an independent examination of a company’s financial statements that is conducted by a certified public accountant (CPA). The CPA will review the financial statements and issue a report on their findings. This report can be used by shareholders, creditors, and other interested parties to make informed decisions about the company. Our attestation services include:

• Agreed upon procedures
• Single audits
• Employee benefit plans

Tax Services

Whether personal or professional, your taxes are important. At SD Associates, P.C., we have a team of experienced tax professionals who can help you with all of your tax needs. We provide a wide range of tax services, including:

• S corps, C corps, & partnerships
• Personal returns
• Partnership returns
• Estate returns
• Gift tax returns
• Tax dispute resolutions
• Fiduciary returns & trusts

Tax Planning 

With your busy professional or personal schedule, it can be difficult to keep up with the ever-changing tax laws. At SD Associates, P.C., we can help you take advantage of the latest tax laws and ensure that you are getting the most out of your deductions. With our expert Philadelphia tax planners on your side, you can rest assured that your taxes are being handled by professionals who understand the ins and outs of the tax code. We offer a variety of tax planning services, including:

• 1031 exchanges
• Estimates and projections
• Budgeting and forecasting

Business Services

Businesses, whether large or small, have different tax requirements than individuals. At SD Associates, P.C., we have a team of business tax CPAs in Bucks County, Montgomery County, Philadelphia, and the surrounding areas who are knowledgeable in the various tax laws that apply to businesses. We can help you with everything from choosing the right business structure to preparing your business tax return. We provide a wide range of business tax services, including:

• Business advisory
• Buy/sell arrangements
• Business structure and reorganizations
• Business acquisitions and sales
• Strategic planning
• Financial planning

Accounting Services

Accountants don’t just crunch numbers- they are an important part of any business or individual’s financial team. At SD Associates, P.C., we have a team of certified public accountants (CPAs) who can help you with all of your accounting needs, from bookkeeping to purchase analysis to Quickbooks support. Our accounting services include:

• Bookkeeping
• Tax preparation and planning
• New business set-up counseling
• Financial statement preparation
• Business and strategic planning
• Bank financing and loan restructuring assistance
• Real estate sales and acquisitions

Financial Services FAQs

What are the benefits of professional accounting services?

There are many benefits of professional accounting services in Philadelphia, Bucks County, Montgomery County, and the surrounding areas. Accounting professionals can provide insights into a company’s financial statement and help make informed decisions about business strategies. They can also help businesses save money on taxes and improve their bottom line.

What is the difference between an accountant and a certified public accountant (CPA)?

An accountant is someone who has completed a four-year degree in accounting and passed the certified public accountant (CPA) exam. A CPA is a licensed professional who has met all of the requirements to practice as a certified public accountant, including passing the CPA exam. 

What are some of the services that an accountant can provide?

Accountants can provide a wide range of services, from bookkeeping to tax preparation and planning. They can also provide insights into a company’s financial statement and help make informed decisions about business strategies.

How often should I use an accountant’s services?

It depends on your needs. Some businesses use an accountant on a monthly or quarterly basis, while others use them annually. If you have a complex financial situation, you may need to use an accountant more often. Contact us to discuss your needs.

Why am I being audited?

There are a number of reasons why you may be audited. The most common reason is that the IRS believes you have underreported your income. Other reasons include failing to file a return, filing a false or fraudulent return, or claiming excessive deductions. If you are being audited, it is important to seek the help of a professional tax accountant to ensure that you are complying with the IRS regulations.

What is tax planning?

Tax planning is the process of looking at your financial situation and making choices that will minimize your tax liability. Tax planning can be done on a yearly basis or as needed when there are changes in your circumstances, such as getting married, having a child, or buying a home.

Why SD Associates, P.C.

SD Associates, P.C. has been proudly serving the residents of the tri-state area since 1983. Our team of six shareholders, and associates are dedicated to providing the highest quality of service to our clients. We offer a wide range of services, from bookkeeping to tax preparation and planning, and we are always available to answer any questions you may have. Whether you prefer to get in touch via phone, email, or in person, we strive to make ourselves as accessible as possible for our clients.

Areas We Serve

Our team at SD Associates serve individuals and businesses throughout the tristate area. Our service areas include, but are not limited to:

• Philadelphia
• Bucks County
• Montgomery County
• Delaware County
• Chester County
• Berks County
• Lehigh County

Contact Us Today for Financial Services in Bucks County, Montgomery County, and Philadelphia

If you’re in need of financial services, look no further than SD Associates, P.C.. We’ve been providing quality service to the residents of Philadelphia, Bucks County, Montgomery County, and Delaware County since 1983, and we’re dedicated to helping our clients achieve their financial goals. Contact us today to schedule your consultation.