The Expert and Experienced CPA Services Newtown Prefers

Discover Newtown’s Trusted Accounting Firm

There’s no room for error when it comes to finances and taxes, and you can always count on us to go the extra mile. At SD Associates, P.C., we offer the trustworthy CPA services Newtown has trusted for decades. We specialize in everything from accounting services to tax preparation services. We offer financial expertise in many industries and areas and always put our client relationships first.

The SD Accounting Difference

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

Find out more about the CPA services Newtown trusts and schedule an appointment by contacting us today!

Expert CPA Services

When Newtown 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

At SD Associates, P.C., we specialize in all aspects of financial planning. Our team has the expertise to track your accounting and tax needs, which is overwhelming to do alone.

Strategic Financial Planning

Ensuring long-term financial success can be a rollercoaster, which is why you need strategic financial planning with a certified public accountant. Our team will guide you through the entire process and help make things like identifying business growth strategies easy and stress-free.

Tax Planning and Preparation Assistance

By working with a professional accountant,  you don’t have to deal with navigating the tax sphere alone. A tax accountant will assist you with identifying credits and incentives, minimizing your liability, and ensuring your tax filing complies with tax laws.

Industries We Serve

Law Firms

From handling paperwork to working with clients, there’s a lot of information that law firms need to keep track of, which is why you’ve come to the right place. From business financial counseling to partnering with a law tax accountant, SD Associates, P.C. has you covered.

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

We will help you understand your tax obligations and track your financial goals to ensure full compliance. Since there are many facets that go into the accounting and tax needs of a manufacturing and distribution business, you need an accounting firm that will put your needs first.

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

Our team frequently works with wholesale and retail clients because we understand the industry’s financial landscape. We know all of the types of taxes that these organizations deal with and will ensure your business is in great financial standing.

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

The financial side of the real estate industry has multiple facets, from capital gains to rental income and more. That’s why SD Associates, P.C. is here to help you through the entire process, as we are the best accountant for real estate investors.

Consultations

With our personalized service, our team will help you plan out the necessary strategies to ensure your business has everything it needs to succeed. During our consultations, we will make sure you have all the necessary information and tools to guarantee your organization is in good financial shape.

Our Consultation Services

-Audit Assistance

-New Business Creation

-Succession Planning

-Objective Troubleshooting

-Tax Strategy Design

Audits

You may be wondering if an audit is necessary. It is a responsible way to protect your business and save yourself stress and money further down the road. We assist our clients in avoiding and catching potential errors and/ or frauds, ensuring your books are accurate.

Our Audit Services

• Internal Audits
• Compliance Audits
• Financial Statement Audits

Business Services

You need a professional accountant who has the expertise to handle all your business financial services and tax preparation services. Fortunately, you have come to the right place, as we are Newtown’s trusted accounting firm. From financial planning to tax preparations services, SD Associates, P.C. has you covered.

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

SD Associates, P.C. offers top-notch attestation services, making us the natural choice for all your financial needs. We offer the CPA services Newtown 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

We have been in the industry for so long that it is impossible to phase us, from small business tax preparation to corporate financial planning and more. Our team is at the top of its game, as it consists of six shareholders who have over 140 years of experience.

High Professional Standards

We uphold the highest professional standards at SD Associates, P.C. and follow an extremely strict quality control system. This system has received the highest possible rankings and was reviewed by the Pennsylvania Institute of Certified Public Accountants.

Broad Client Base

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

CPAs with Advanced Degrees

We have the qualifications to handle any financial or tax situation. Our team at SD Associates, P.C. consists of multiple certified public accountants, many of whom have also obtained advanced degrees, including Masters in Taxation.

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

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