The Expert and Experienced CPA Services Bensalem Prefers

Discover Bensalem’s Trusted Accounting Firm

SD Associates, P.C. offers the CPA services Bensalem has trusted for over 40 years because we know there’s no room for mistakes when it comes to finances and taxes. We specialize in numerous services, from financial planning to tax preparation services and much more. You can always count on us to go the extra mile because we build solid and lasting client relationships.

The SD Accounting Difference

• Solid Client Relationships
• Over 40 Years of Experience
• Expertise in Multiple Areas
• Full Service Accounting Firm

Learn more about the CPA services Bensalem leans on and contact us to schedule an appointment today!

Expert CPA Services

When Bensalem needs accounting services, it turns to SD Associates, P.C. because we have unmatched expertise and decades of experience. We will identify your financial goals and help you work towards them. Our team specializes in numerous areas and industries, making us the natural choice for all your accounting and tax needs.

Reasons You Should Work with a Certified Public Accountant

Peace of Mind

By working with a professional accountant, you can rest assured that your finances are in safe hands. You’ll have peace of mind, knowing that we’ll take care of everything on your behalf.

Expert Knowledge

As experts in the tax and accounting industry, we offer the knowledge you need to make the best financial decisions for your business. We will work as partners so that you don’t have to worry about navigating the complexities of accounting by yourself.

Strategic Financial Planning

One of the best ways to ensure long-term financial success is through strategic financial planning. Working with a certified public accountant will make things like business growth strategies to taxes simple and stress-free.

Tax Planning and Preparation Assistance

When you work with a professional accountant, you have the reassurance that your taxes are filed properly. Your tax accountant will help you identify potential credits and incentives, as well as make sure that your tax filing complies with all relevant regulations.

Industries We Serve

Law Firms

Since law firms have so much information to keep track of, working with a law tax accountant is a great way to ensure your firm is in excellent financial standing. With our tax preparation services, we will take the necessary steps to ensure compliance with all the necessary laws and regulations.

Medical Practices

Our team at SD Associates, P.C. will help you understand your industry’s financial landscape so that you can be confident that your finances are on track. We have worked with small and large practices, and are well-versed in the unique needs of this industry.

Cannabis

Cannabis is a growing industry, and tax laws and regulations are evolving with it. By partnering with a professional accountant, you will have a clear understanding of your financial goals and understand your tax obligations.

Non-Profit Organizations

As a non-profit organization, there is a lot to keep track of in the accounting and tax area of your business. Our team at SD Associates, P.C. will ensure your organization is fully compliant with all applicable rules and regulations.

Manufacturing and Distribution

Tracking tax laws and regulations can be difficult, especially while you’re running a manufacturing and distribution business. There are many facets that go into accounting and tax filing for these organizations, and our team has the expertise to help you do everything from track your financial goals to understand your tax obligations.

Charter Schools

At SD Associates, P.C., we make keeping track of charter school finances and taxes easy. We’ve worked with many charter schools, making us experts at understanding all of the rules and regulations that are associated with this industry.

Wholesale and Retail

Wholesale and retail organizations have to deal with multiple types of taxes, including income and sales tax. We don’t want you to deal with the burden of tax preparation services on your own, which is why our tax accountant will tailor our services to your specific situation.

Technology

As the tech industry evolves, so do its financial obligations. As professional accountants, we keep track of all finance industry updates, so you can rest assured that we will make sure that your business is always compliant.

Automotive

There are many different financial and tax obligations that car dealerships need to worry about. With our tax preparation services at SD Associates, P.C., we ensure our clients have access to all the incentives and credits to which they are entitled. Additionally, we will ensure they are in full compliance with all necessary laws and regulations.

Construction

The construction industry has many unique needs when it comes to accounting. There is too much for one person to keep track of, which is why partnering with a professional accountant at SD Associates, P.C. is a great way to prioritize your financial and tax needs.

Real Estate

From rental income to capital gains and more, the financial side of the real estate industry has many facets. SD Associates, P.C. is here to guide you through the entire process to make it smooth and stress-free. With our decades of experience, we are the best accountant for real estate investors.

Consultations

During our consultation services, our team takes the time to plan out the necessary strategies to guarantee your business is set up for success. We offer personalized assistance and will make sure you have access to all the relevant tools and information necessary to ensure your organization is in excellent financial shape.

Our Consultation Services

-Audit Assistance

-New Business Creation

-Succession Planning

-Objective Troubleshooting

-Tax Strategy Design

Audits

If you’ve been wondering if an audit is necessary, it’s important to remember that it is an excellent way to save yourself money and stress in the long run. At SD Associates, P.C., we assist our clients in avoiding potential frauds and/ or errors, making sure that your books are accurate.

Our Audit Services

• Internal Audits
• Compliance Audits
• Financial Statement Audits

Business Services

SD Associates P.C. is Bensalem’s trusted accounting firm because we do it all, from financial planning to tax preparation services. Our professional accountant has the expertise and experience to handle all of your business financial service needs.

Our Business Services

-Financial Planning

-Strategic Planning

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Advisory

-Business Structure and Reorganization

Accounting Services

Tracking your books and preparing your tax returns has never been easier with SD Associates, P.C.. Whether you’re an individual or a business, you can count on us for the exceptional services that you need to succeed. Every certified public accountant on our team specializes in helping people achieve their financial goals. We handle a wide range of services, from counseling new business owners to tax preparation services and more.

Our Accounting Services

-Tax Preparation and Planning

-Quickbooks Installation, Training, and Support

-Real Estate Sales and Acquisitions

-Lease Purchase Analysis

-Bank Financing and Loan Restructuring Assistance

-Business and Strategic Planning

-Business Acquisitions and Sales Assistance

-Financial Statement Preparation

-New Business Set-Up Counseling

-Bookkeeping Assistance

Attestation Services

You need attestation services to ensure you are running your business effectively. SD Associates, P.C. offers the CPA services Bensalem has relied on since 1983. Our team will ensure your financial statements are accurate and will make sure you maintain compliance and grow your business, as we are Bensalem’s trusted accounting firm.

Our Attestation Services

-Employee Benefit Plans

-Review and Compilation

-Single Audit

-Agreed Upon Procedures

Tax Planning

It’s no secret how stressful keeping track of your taxes can be, which is why working with a tax accountant is an excellent option. Estimating and tracking your financial records can be tough, but you aren’t in this alone. SD Associates, P.C. offers tax planning services, where we focus on making sure you receive the best possible return. With our tax planning services, our team will ensure you are in excellent financial standing.

Our Tax Planning Services

-Estimates and Projections

-1031 Exchanges

-Budgeting and Forecasting

Tax Services

When you choose SD Associates P.C., you can rest assured that you are in safe hands. Whether you need help with personal or small business tax preparation, or large-scale corporate tax services, our job is to make the process easy and stress-free. We will ensure you have a full understanding of your deductions and will work hard to ensure you have access to the credits/ incentives that are applicable to your situation.

Our Tax Services

-Gift Tax Returns

-Fiduciary Returns and Trusts

-S Corps., C Corps., & Partnerships

-Employee Retention Credit Studies

-Tax Dispute Resolutions

-Estate Returns

-Partnership Returns

-Personal Returns

-Business Returns

Why Choose SD Associates, P.C.?

Over 140 Years of Combined Experience

Nothing replaces experience, and we have it in droves. Our six shareholders have over 140 years of combined experience. Since we’ve been in the industry for so long, we can handle whatever is thrown at us, whether you need small business tax preparation or large-scale financial planning.

High Professional Standards

At SD Associates, P.C., we uphold the highest professional standards in the industry. We follow a strict quality control system that has received the highest possible rankings and was reviewed by the Pennsylvania Institute of Certified Public Accountants.

Broad Client Base

The industries we serve range from manufacturing and restaurants to non-profits, financial services, professional services, and more. We also cover a diverse range of clientele, including individuals and small businesses to large corporations.

CPAs with Advanced Degrees

At SD Associates, P.C., we have the qualifications to handle any financial or tax circumstance. Our team consists of multiple certified public accountants, several of whom also hold advanced degrees, including Masters in Taxation.

Learn More About the CPA Services Bensalem Relies on for Unmatched Service

{We offer the CPA services Bensalem has turned to for over 40 years. At SD Associates, P.C., our team of CPAs have decades of combined experience. We do it all, from financial planning to corporate tax services and much more. Our goal is to build long-lasting client relationships and we guarantee we will be by your side through thick and thin.

Discover the CPA services Bensalem counts on and contact us today!|SD Associates, P.C. offers the CPA services Bensalem has trusted for over 40 years. Our team of professional and committed CPAs have decades of combined experience. From financial planning to corporate tax services, we do it all. We build long-term relationships with our clients and will always be by your side.

Learn more about the CPA services Bensalem prefers and contact our team today!|At SD Associates, P.C., we offer the CPA services Bensalem has relied on for decades. We are a team of professional and committed CPAs who have decades of combined experience. Whether you’re looking for corporate tax services or financial planning, we have you covered. Our goal is to build a lasting relationship with you so that we can be by your side through thick and thin.

Contact us to discover the CPA services Bensalem trusts and schedule a consultation today!|We offer the CPA services Bensalem has counted on for decades because we uphold extremely high professional standards. At SD Associates, P.C., we are a team of committed CPAs with decades of combined experience. From financial planning to corporate tax services, we have you covered. We build lasting relationships with our clients and will always be by your side.

Contact us to learn more about the CPA services Bensalem leans on and schedule a consultation today!