The Expert and Experienced CPA Services Levittown Prefers

Discover Levittown’s Trusted Accounting Firm

SD Associates, P.C. offers the expert CPA services Levittown has counted on for over 40 years. We always go the extra mile for our clients because we understand that there’s no room for error when it comes to finances and taxes. Our team specializes in many areas of accounting, from financial planning to tax preparation services and much more.

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 Levittown leans on and contact us to schedule an appointment today!

Expert CPA Services

When Levittown 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 choosing a professional accountant, you’ll have the peace of mind that can only come with knowing that your finances are being handled by an experienced and licensed professional. Our expert team will help you navigate the complex world of accounting and taxes with ease.

Expert Knowledge

At SD Associates, P.C., our team specializes in all aspects of financial planning. We have the expertise you need to keep track of your finances and taxes, which can be overwhelming to do on your own.

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 don’t have to worry about navigating the tax sphere on your own. Your tax accountant will help identify credits and incentives, minimize liability, and ensure your filing is in full compliance with tax laws.

Industries We Serve

Law Firms

It’s no secret that law firms have a lot of information to keep track of, which is why working with a law tax accountant is an excellent way to reduce stress and ensure compliance. Whether you need business financial counseling or assistance with tax filing, SD Associates, P.C. is here to help.

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

As the cannabis industry grows, so do its tax laws and financial obligations. When you work with a professional accountant, you will have a clear understanding of everything from your tax deductions to financial planning and more.

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

We make keeping track of your charter school finances and taxes simple and stress-free. Over the years, SD Associates, P.C. has worked with many charter schools, making us experts at understanding the unique needs of 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

Since the tech industry is ever evolving, you need a trusted accounting firm that understands all of its rules and regulations. By partnering with a professional accountant at SD Associates, P.C., you’ll know that your business is always compliant.

Automotive

From inventory to payroll and much more, car dealerships deal with many different financial and tax obligations. With our tax preparation services, we make sure our clients receive all of the incentives and credits to which they are entitled.

Construction

There are many unique accounting needs in the construction industry, and it is a lot for one person to track. SD Associates, P.C. is here to help you through the entire process and our professional accountant will help you prioritize your financial and tax needs.

Real Estate

From rental income to capital gains and more, the financial aspect of the real estate world has multiple facets. If you’re looking for the best accountant for real estate inventors, you’ve come to the right place because SD Associates, P.C. specializes in the real estate sphere.

Consultations

During our consultations, we will help you define and create a plan to achieve your financial goals. Our team will work with you to plan the necessary strategies and ensure that your business has everything it needs to succeed. With our personalized assistance, we will make sure you have all of the necessary tools and information to ensure your organization is in solid financial shape.

Our Consultation Services

-Audit Assistance

-New Business Creation

-Succession Planning

-Objective Troubleshooting

-Tax Strategy Design

Audits

You may be asking yourself if an audit is necessary, but it is an essential way to save you money and stress in the future. At SD Associates, P.C., we identify and prevent potential frauds and/ or errors, and ensure that all your books are accurate.

Our Audit Services

• Internal Audits
• Compliance Audits
• Financial Statement Audits

Business Services

SD Associates P.C. is Levittown’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

We make tracking your books and preparing your tax returns easier than ever. When you choose SD Associates, P.C. you know that you’ll be our number one priority. Whether you’re an individual or a business owner, we will provide you with the services you need to succeed. Your certified public accountant will specialize in helping you achieve your financial goals, whether you’re looking for new business counseling or tax preparation services.

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

SD Associates, P.C. offers top-notch attestation services, making us the natural choice for all your financial needs. We offer the CPA services Levittown relies on because we are the area’s most trusted accounting firm. With our help, we’ll ensure your financial statements are accurate while also assisting you in growing your business and maintaining compliance.

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

Our extensive experience sets us apart and, having been in the industry for so long, we can handle whatever is thrown at us, from small business tax preparation to accounting services and more. Our team of six shareholders have over 140 years of experience, meaning we are at the top of our game.

High Professional Standards

SD Associates, P.C., our strict quality control system has received the highest possible rankings and has been reviewed by the Pennsylvania Institute of Certified Accountants. We uphold the highest professional standards and always put our clients first.

Broad Client Base

Our industries range from financial services and professional services to restaurants and manufacturing, and much more. We cover a diverse range of clientele, from large corporations to individuals and small businesses.

CPAs with Advanced Degrees

Our team is made up of certified public accountants, many of whom hold advanced degrees, including Masters in Taxation. We have the qualifications to handle almost any financial or tax circumstance, making us the natural choice for all your accounting needs.

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

{We offer the CPA services Levittown 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 Levittown counts on and contact us today!|SD Associates, P.C. offers the CPA services Levittown 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 Levittown prefers and contact our team today!|At SD Associates, P.C., we offer the CPA services Levittown 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 Levittown trusts and schedule a consultation today!|We offer the CPA services Levittown 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 Levittown leans on and schedule a consultation today!