The Professional and Reliable CPA Services Bucks County Consistently Chooses

Bucks County’s Trusted Accounting Firm

Whether you’re looking for tax preparation services or guidance from a professional accountant, we have you covered. SD Associates P.C. has provided the CPA services Bucks County trusts since 1983. From audits to consultations and everything in between, we provide financial expertise in many areas. You can trust us to go the extra mile because we put client relationships first.

You deserve a professional accountant that you can trust, which is exactly what you’ll find when you choose us, as our six shareholders have over 140 years of combined experience.

The SD Accounting Difference

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

Learn more about the CPA services Bucks County relies on and contact us today!

Experienced and Professional CPA Services

When you need a certified public accountant, SD Associates P.C. is only a phone call away. Our team of six shareholders have over 140 years of combined experience and many of our CPAs hold advanced degrees. We understand the landscape of numerous industries and offer the services that you need to ensure you are compliant and on track to meet your financial goals.

Reasons to Work with a Certified Public Accountant

Tax Planning and Preparation Assistance

Nobody wants to deal with mistakes on their tax returns, and with a professional tax accountant, you won’t have to. Your certified public accountant will minimize liability, identify credits and incentives, and ensure full compliance with tax laws.

Strategic Financial Planning

Long-term financial success requires a certain level of planning. With the help of a professional accountant, you’ll be able to keep track of your profitability, cash flow management, and business growth strategies.

Expert Knowledge

While you may be tempted to handle your finances by yourself, nothing can replace the decades of experience that we have at SD Associates, P.C.. Our team specializes in all aspects of financial planning and tax preparation services, and will make keeping track of your finances smooth and stress-free.

Peace of Mind

When you work with a professional accountant, you have peace of mind, knowing that your finances are in safe hands. We specialize in everything from personal to small business tax preparation to ensure everything is filed correctly and on time.

Tax Services

We all know that there’s no room for mistakes when it comes to taxes, which is why you need a professional accountant who understands everything that goes into the tax filing process. Our job is to make the process as stress-free as possible, while ensuring that everything is properly taken care of.

SD Associates, P.C. handles it all, from personal or small business tax preparation to large-scale corporate taxes services, and more. We’ll help you understand the right deductions for your needs and advise you on any credits and/ or incentives that may be available to you.

Our Tax Services

-Business Returns

-Personal Returns

-Partnership Returns

-Estate Returns

-Tax Dispute Resolutions

-Employee Retention Credit Studies

-S Corps, C Corps, & Partnerships

-Fiduciary Returns and Trusts

-Gift Tax Returns

Tax Planning

Tracking your financial records and estimating your taxes can be an overwhelming prospect, but you’re not in this alone. We offer tax planning services to ensure you are in a good position going into the tax season. No matter how simple or complex your situation may be, we will ensure you receive the best possible tax return.

Our Tax Planning Services

-1031 Exchanges

-Estimates and Projections

-Budgeting and Forecasting

Attestation Services

Attestation services are a crucial part of any business, which is why you need the assistance of a trusted accounting firm. We offer the CPA services Bucks County relies on because we ensure that every client’s financial statements are accurate. Our team will provide you with the necessary attestation services to guarantee that you are able to maintain compliance and grow your business.

Our Attestation Services

-Agreed Upon Procedures

-Single Audit

-Review and Compilation

-Employee Benefit Plans

Accounting Services

Whether you’re an individual taxpayer or a business owner, keeping track of your own books and preparing your tax returns by yourself can be tough. Every certified public accountant on our team specializes in helping our clients achieve their financial goals and keep track of bookkeeping. We handle a wide range of services, from counseling new business owners to tax preparation services and much more.

Our Accounting Services

-Bookkeeping Assistance

-New Business Set-Up Counseling

-Financial Statement Preparation

-Business Acquisitions and Sales Assistance

-Business and Strategic Planning

-Bank Financing and Loan Restructuring Assistance

-Lease Purchase Analysis

-Real Estate Sales and Acquisitions

-Quickbooks Installation, Training & Support

-Tax Preparation and Planning

Business Services

You need a professional accountant that you can trust to handle all of your business financial services. At SD Associates, P.C., we offer the financial planning you need to ensure your business is on the right track. From tax preparation services to business advisory, we do it all.

Our Business Services

-Business Structure and Reorganization

-Business Advisory

-Buy/ Sell Arrangements

-Business Acquisitions and Sales

-Strategic Planning

-Financial Planning

Consultation

You need a certified public accountant who will help you define and achieve your financial goals. Our team helps people grow their business by designing and implementing the necessary strategies to ensure success. No matter the size of your business, we always provide the personalized assistance that you deserve.

Our Consultation Services

-Tax Strategy Design

-Objective Troubleshooting

-Succession Planning

-New Business Creation

-Audit Assistance

Audits

The idea of an audit may seem overwhelming but the truth is that it’s an excellent way to help you save money and stress in the future. We provide business owners, investors, etc. with the reassurance that their books are accurate. Our team also identifies and prevents potential frauds and/or errors.

Our Audit Services

-Financial Statement Audits

-Compliance Audits

-Internal Audits

Industries We Serve

Real Estate

There’s a lot to keep track of in the real estate world, from rental income to capital gains, taxes on properties, and more. Our team stays up-to-date on this industry’s ever-changing tax laws and regulations. We are the best accountant for real estate investors because we help you navigate this area so that you can be certain that you’re in full compliance.

Construction

We understand all of the challenges of navigating the financial aspect of the construction industry. There is a lot to keep track of, from payroll to tax preparation services and more. With the help of a professional accountant, you will have peace of mind, knowing that you are on track to meet your financial goals.

Automotive

Car dealerships deal with many types of financial and tax obligations, from inventory to payroll and much more. SD Associates, P.C. will help you with things like tax preparation services, and make sure that you receive all of the credits and incentives to which you are entitled.

Technology

Since the tech industry is always changing, you need a trusted accounting firm that keeps track of all the changing laws and regulations. Your professional accountant at SD Associates, P.C. will track all of the latest industry changes to ensure your business stays compliant.

Wholesale and Retail

As a wholesale and retail organization, you have to deal with various types of taxes, such as income tax and sales tax. You shouldn’t have to deal with the burden of tax preparation services on your own, and with SD Associates, P.C. you don’t have to. Your tax accountant will tailor our services to your situation and ensure that you get the most out of your tax return.

Charter Schools

SD Associates, P.C. makes keeping track of your charter school finances and taxes easy. That way, you can focus on your students’ education while our tax accountant handles the rest. Over the years, we have worked with countless charter schools and understand the unique needs of this industry.

Manufacturing and Distribution

It can be difficult to track tax laws and regulations while running your manufacturing and distribution business. Throughout our time in business, we have worked with organizations of many different sizes, and have the experience that is necessary to assist you in tracking your financial goals and tax obligations.

Non-Profit Organizations

A crucial part of running a non-profit is keeping your finances in order. We will help you support your mission by ensuring that you are compliant with all of the necessary regulations within the non-profit sphere so that you can concentrate on running your organization.

Cannabis

As the cannabis industry grows, so do the tax laws and regulations. Your professional accountant will partner with you to define your financial goals and understand your tax obligations. That way, you ensure your business’s full financial and tax compliance so that you can focus on making a profit.

Medical Practices

We understand that a medical practice’s main focus is its patients. Our accounting and tax services extend to many kinds and sizes of practices. As Bucks County’s trusted accounting firm, we’ll help you navigate the financial landscape of your industry so that you have peace of mind, knowing that your business’s finances are on track.

Law Firms

There’s a lot to keep track of in a law firm, from handling paperwork to dealing with clients. It can be hard to keep your finances on track, which is why you have come to the right place. Whether you need a law tax accountant or business financial counseling, SD Associates, P.C. has you covered.

Why Choose SD Associates, P.C.?

Over 40 Years of Experience

Having been in the industry since 1983, we have experience in numerous areas. We provide our clients with a high level of personalized service because it would be impossible to be in the business for over four decades without providing exceptional solutions.

Not only do our six shareholders have over 140 years of combined experience, but many members of our team of CPAs also hold advanced degrees, including Masters in Taxation. That means we have the qualifications and expertise in everything from corporate tax services to CPA services and more.

High Professional Standards

At SD Associates, P.C. we uphold the highest professional standards. Our strict quality control system has received the highest available rankings and has been reviewed by the Pennsylvania Institute of Certified Public Accountants.

Broad Client Base

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

Discover the CPA Services Bucks County Trusts for Personalized Solutions

SD Associates, P.C. offers the CPA services Bucks County has relied on for over 40 years. We do it all, from financial planning to corporate tax services. Our team of CPAs have decades of combined experience and are all at the top of their game. We prioritize building long-lasting client relationships and guarantee that, when you choose SD Associates, P.C., you’ll enjoy an easy and stress-free experience.

Contact us to learn more about the CPA services Bucks County consistently chooses.

FAQs

How can a CPA help with tax preparation?

A CPA helps identify tax-saving opportunities and ensures accurate tax filing. They also are experts in navigating complex solutions, saving you time, money, and stress.

What is a CPA?

CPA stands for ‘Certified Public Accountant’, and refers to a licensed professional who specializes in tax preparation, financial consulting, accounting, auditing, and more.

What’s the difference between a CPA and an accountant?

All CPAs are accountants, but not every accountant is a CPA. CPAs have passed strict educational and ethical standards to ensure they are qualified to perform advanced services like IRS representation and audits.

Can a CPA save me money on my taxes?

A certified public accountant specializes in identifying credits and tax-saving strategies to help you reduce your tax liability. By doing this, there is the potential to save you money and minimize taxes.