The Expert and Experienced CPA Services Southampton Prefers

Discover Southampton’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 Southampton 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 Southampton trusts and schedule an appointment by contacting us today!

Expert CPA Services

SD Associates P.C. is the natural choice for all your accounting needs because our team has more than 140 years of combined experience. Our team will help you identify your financial goals and work towards them. We specialize in numerous areas and industries, meaning we can handle most situations and circumstances.

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., 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

The reality is that long-term financial success requires some level of planning. A certified public accountant will help you keep track of your cash flow management, profitability, and other business growth strategies.

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

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 will guide you through the financial landscape of the medical practice industry. When you work with SD Associates, P.C., you can be confident that your accounting and taxes are in good hands. Having worked with small and large practices, we are well-versed in the unique needs of the medical practice-sphere.

Cannabis

The cannabis industry is growing rapidly, and its tax laws and financial obligations are evolving with it. By working with a professional accountant, you gain a clear understanding of your tax deductions, as well as any credits or incentives that you may be entitled to receive.

Non-Profit Organizations

You need to work with an accounting firm that has the expertise and knowledge to handle all of the financial and taxation needs of the non-profit sphere. With the help of our dedicated professionals, we guarantee your business will be in compliance with all relevant laws and regulations.

Manufacturing and Distribution

While running a manufacturing and distribution business, it can be difficult to track laws and regulations. Since there are many facets that go into the financial and taxation needs of these organizations, you need a firm that you can trust. At SD Associates, P.C. will help you track your financial goals and 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

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

The financial obligations of the tech industry are ever changing, which is why follow it closely. We are experts in our field, and understand the unique challenges of the accounting side of the tech industry. Our team will work hard to help you map out your financial goals and ensure your business is always in full compliance with all the applicable regulations.

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

At SD Associates, P.C., we understand the unique challenges of the financial side of the construction industry. With so much to keep track of, your professional accountant will make sure you meet your financial goals.

Real Estate

The financial and tax landscape of the real estate world can be intense. We are the best accountant for real estate investors because we are experts in this area, from rental income to capital gains and much more.

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

Wondering if an audit is necessary? The reality is that it is an excellent way to save you stress and money in the long run. We identify and prevent potential errors and/ or frauds, and will make sure that all of your books are accurate.

Our Audit Services

• Internal Audits
• Compliance Audits
• Financial Statement Audits

Business Services

Whether you’re looking for financial planning or tax preparation services, SD Associates, P.C. does it all, as we are Southampton’s trusted accounting firm. You need a professional accountant who has the experience and expertise to handle all of your business financial services, and you have come to the right place.

Our Business Services

-Financial Planning

-Strategic Planning

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Advisory

-Business Structure and Reorganization

Accounting Services

Keeping track of your books and preparing tax returns on your own can be tough, whether you’re an individual or a business. We are here to help you through the entire process, as every certified public accountant on our team specializes in assisting clients with achieving their financial goals. Our team handles a wide range of services, from tax preparation services to counseling new business owners 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 Southampton 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

Nobody should have to deal with the worry that their taxes are filed properly. At SD Associates, P.C., we are experts in the tax filing process. You need a professional accountant who has decades of experience in this area, from personal or small business tax preparation to large-scale corporate tax services. Our team will help you understand the right deductions for your situation and will advise you on any credits/ incentives that may be available to you.

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

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

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 Southampton Relies on for Unmatched Service

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