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CPA Services in Cheltenham

CPA Services in Cheltenham

Experience The SD Difference

CPA Services in Cheltenham

CPA Services in Cheltenham

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215.517.5600

The CPA Services Cheltenham Trusts to Do the Job Right

Discover Cheltenham’s Most Reliable and Trusted Accounting Firm

When you need accounting assistance, SD Associates P.C. is there. We are proud to offer the CPA services Cheltenham has trusted for over 40 years. Navigating the world of taxes and financial management is stressful, which is why you need the help of a professional accountant. Whether you’re looking for financial planning or tax preparation services, you have come to the right place. Plus, our expertise extends to many areas, from small business tax preparation to corporate tax services.

The SD Accounting Difference

  • Over 140 Years of Combined Experience
  • Long-Term Client Relationships
  • Expertise in Multiple Industries
  • Full-Service Accounting Firm

Schedule a consultation to discover the CPA services Cheltenham has trusted for over 40 years – contact our office today!

Professional Certified Public Accountant Services

Whether you’re dealing with individual taxes or seeking assistance with financial planning for your business, your professional accountant is here to help. There are significant benefits when you work with a certified public accountant, as their expertise helps them handle all financial situations with integrity and accuracy. A CPA has undergone rigorous examinations and licensing requirements to earn their certification, and they will help you with all your financial management concerns.

Benefits of Working with a Certified Public Accountant

  • Financial Planning
  • Expertise and Qualifications
  • Business Advisory
  • Tax Planning and Compliance

Accounting Services

From business owners to individual taxpayers and everything in between, SD Associates, P.C. is here to help make staying on top of your finances easy. Whether you’re looking for tax preparation services or new business counseling, we have you covered, as we are Cheltenham’s trusted accounting firm. With our expertise, we will ensure you are on track to meet your financial goals.

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

-Quickbooks Installation, Training & Support

-Tax Preparation and Planning

-Real Estate Sales and Acquisitions

Business Services

Our team will ensure that you are in excellent financial standing by identifying potential growth/ improvement opportunities. With our business services, your professional accountant will guarantee your business will be on the right track and will partner with you to ensure you have everything you need to succeed.

Our Business Services

-Financial Planning

-Strategic Planning

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Structure and Reorganization

-Business Advisory

Tax Services

With the help of an expert tax accountant at SD Associates, P.C., you can rest assured that your taxes are in safe hands. From personal and small business tax preparation to large-scale corporate taxes, we handle it all.

Our Tax Services 

-Employee Retention Credit Studies

-Gift Tax Returns

-Partnership Returns

-Personal Returns

-Fiduciary Returns and Trusts

-Business Returns

-Tax Dispute Resolutions

-Estate Returns

-S Corps, C Corps, & Partnerships

Tax Planning

Trying to estimate your taxes by yourself can be very overwhelming, and you shouldn’t have to worry about this process on your own. We will match you with a tax accountant who will ensure that you are in the best possible position when the next tax season arrives. They will also work hard to ensure you receive the return to which you are entitled.

Our Tax Planning Services 

-1031 Exchanges

-Budgeting and Forecasting

-Estimates and Projections

Attestation Services

Attestation services are a highly beneficial way of understanding your personal or business’s financial health. They provide an independent evaluation of your financial information to ensure it is accurate and reliable. Whether you’re a business owner or an investor, these services increase trust and transparency by verifying that financial statements are in compliance with established standards.

Our Attestation Services

-Employee Benefit Plans

-Single Audit

-Agreed Upon Procedures

-Review and Compilation

Consultation

Scheduling a consultation with a certified public accountant is an excellent way to define and achieve your financial goals. As Cheltenham’s trusted accounting firm, we offer personalized assistance to help you make positive financial decisions, whether you need help with audit assistance, succession planning, tax preparation, or another one of our many services.

Our Consultation Services

-Succession Planning

-Audit Assistance

-Tax Strategy Design

-New Business Creation

-Objective Troubleshooting

Industries We Serve

At SD Associates, P.C., we serve multiple industries and understand the unique needs of each one. We understand the financial requirements of running a business, from tracking sales tax to corporate tax services and more. Our team will work with you to make sure you are on track to meet your financial goals. Whether you’re looking for assistance with financial planning, small business tax preparation, or corporate taxes, we have you covered.

We Serve the Following Industries

-Construction

-Technology

-Real Estate

-Automotive

-Wholesale and Retail

-Charter Schools

-Manufacturing and Distribution

-Law Firms

-Medical Practices

-Cannabis

-Non-Profits

Why Choose SD Associates, P.C.?

High Professional Standards

We uphold the highest professional standards in the industry as we are Cheltenham’s preferred tax accountant. At SD Associates, P.C., we have a very strict quality control system that has received the highest available ranking and was reviewed by the Pennsylvania Institute of Certified Public Accountants.

Broad Client Base

From individuals to large corporations, we have a broad client base. We work with clientele in industries that range from financial services to retail and much more.

Decades of Combined Experience

Our six shareholders have over 140 years of combined experience. SD Associates, P.C. has been in the industry since 1983 and continues to offer the CPA services Cheltenham trusts.

CPAs with Advanced Degrees

Not only are we a team of CPAs, but many members of our team have also obtained advanced degrees, including Masters in Taxation. We are at the top of our game and are qualified to deal with a multitude of situations.

Discover the CPA Services Cheltenham Has Relied on Since 1983

SD Associates, P.C. is proud to provide the CPA services Cheltenham has counted on for over 40 years because of our top-notch services. From corporate tax guidance to financial planning, we are here to help. With our decades of combined experience, we guarantee we will do the job properly. We build long-term relationships with our clients so that we can provide them with professional assistance throughout their entire financial journey.

Contact us to discover the CPA services Cheltenham relies on and schedule a consultation today!

 

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Experience The SD Difference

Why Our Clients Love Us

Accountants Serving Philadelphia, Bucks County, Montgomery County, & Surrounding Counties

Accountants Serving Philadelphia, Bucks County, Montgomery County, & Surrounding Counties

Looking For More From Your CPA?

When you partner with SD Associates, P.C., you’re working with a top-notch team of knowledgeable tax professionals. With over 3 decades of experience, we strive to provide our clients with the highest level of service.

Full-service CPA Firm

Over 35 Years in Business

Always Available for Phone Calls

Accessible Via Email or Phone

Wide Client Base

Experienced CPAs with Advanced Degrees

The Best Accountants in Philadelphia & the Tri-State Area

Service Areas

Communities We Serve

Our Service Areas
Montgomery
Philadelphia
Bucks
Chester
Delaware
Other States