The CPA Services Montgomery County has Preferred Since 1983

Discover Montgomery County’s Trusted Accounting Firm

Navigating the world of accounting can be overwhelming, but, as Montgomery County’s preferred tax accountant, SD Associates, P.C. is here to help. We offer the CPA services Montgomery County has relied on for decades because we adhere to exceptionally high professional standards. Whether you need help with tax preparation services or want guidance from a professional accountant, we have you covered. We have expertise in many areas, from small business tax preparation to corporate tax services and much more.

The SD Accounting Difference

• Expertise in Multiple Areas and Industries
• Long-Lasting Client Relationships
• Full Service Accounting Firm
• Decades of Combined Experience

Discover the CPA services Montgomery County prefers and contact us to schedule a consultation today!

Expert Certified Public Accountant Services

You deserve a certified public accountant that has expertise in multiple industries and areas. That’s where we come in! At SD Associates, P.C., we understand the accounting landscape and offer the necessary services to ensure you are on track to meeting your financial goals.

Reasons You Should Work with a Certified Public Accountant

Expert Knowledge

Nothing replaces the expertise we have at SD Associates, P.C.. Our team specializes in all aspects of tax preparation services and financial planning, which makes it easy to keep track of your finances.

Tax Planning and Preparation Assistance

A professional tax accountant will help ensure that there are no mistakes on your tax returns. By working with a certified public accountant, you can be confident that they will help with tasks like minimizing liability, identifying credits and incentives and, above all, ensuring full compliance with tax laws and regulations.

Strategic Financial Planning

Financial success requires a level of planning for the future. Your professional account will be able to assist you in tracking cash flow management, profitability, and business growth strategies.

Peace of Mind

By working with a professional accountant, you have peace of mind, knowing that you won’t have to worry about a thing throughout the entire process. We are at the top of our game and have expertise in numerous areas because we are at the top of our game.

Business Services

We offer the financial planning you need to ensure your business is on the right track. With our business services, we ensure that your company is in excellent financial standing. At SD Associates, P.C. we do it all, from business advisory to tax preparation services and more.

Our Business Services

-Buy/ Sell Arrangements

-Business Structure and Reorganization

-Business Advisory

-Financial Planning

-Strategic Planning

-Business Acquisitions and Sales

Accounting Services

From individual taxpayers to business owners, we make keeping track of your books and preparing your tax returns smooth and stress-free. Our team knows what it takes to assist clients in achieving their financial goals and handle a wide range of services, from tax preparation services to counseling new business owners and more.

Our Accounting Services

-Tax Preparation and Planning

-Real Estate Sales and Acquisitions

-Quickbooks Installation, Training & Support

-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

Tax Planning

We understand how overwhelming it is to track your financial records and estimate your taxes. With SD Associates P.C., you’re not in this alone. With our tax preparation services, we guarantee you will be in the best possible position going into tax season. Whether you are filing individually or as a business, we will work hard to ensure you get the best possible tax return.

Our Tax Planning Services 

-Estimates and Projections

-Budgeting and Forecasting

-1031 Exchanges

Tax Services

You need a professional accountant that you can count on to do your taxes properly. With SD Associates, P.C., we know the tax filing process inside and out. Our team will make the process easy and stress-free, while giving you the reassurance that you are in safe hands. We handle it all, from personal and small business tax preparation to large-scale corporate tax services.

Our Tax Services 

-Employee Retention Credit Studies

-Gift Tax Returns

-Fiduciary Returns and Trusts

-Business Returns

-Tax Dispute Resolutions

-Estate Returns

-S Corps, C Corps, & Partnerships

-Partnership Returns

-Personal Returns

Tax Planning 

We understand how overwhelming it can be to try to estimate your taxes, but you don’t have to go through this process alone. With SD Associates, P.C., we will ensure you are in the best possible position when tax season arrives. We will work with you to make sure you receive the return to which you are entitled.

Our Tax Planning Services 

-Estimates and Projections

-1031 Exchanges

-Budgeting and Forecasting

Audits

Audits are excellent ways to monitor your financial health and save yourself stress and money in the future. We provide investors, business owners, etc. with the reassurance they need by ensuring their books are accurate and identifying/ preventing potential errors.

Our Audit Services 

-Compliance Audits

-Financial Statement Audits

-Internal Audits

Attestation Services

Attestation services are a crucial component of evaluating your financial health, which is why you need to work with a trusted accounting firm like SD Associates, P.C.. We offer the CPA services Montgomery County has trusted for decades because we guarantee that every client’s financial statements are accurate. With our attestation services, we will ensure you maintain compliance and are in a good position to grow your business.

Our Attestation Services

-Single Audit

-Agreed Upon Procedures

-Review and Compilation

-Employee Benefit Plans

Consultation

When you schedule a consultation with a certified public accountant, they will help you define and achieve your financial goals. No matter the size of your business, our team always provides the personalized assistance that you need to make positive financial decisions.

Our Consultation Services 

-Objective Troubleshooting

-New Business Creation

-Tax Strategy Design

-Audit Assistance

-Succession Planning

We Serve the Following Industries

Construction

There are many challenges that come along with managing the financial side of working in the construction industry. From tax preparation services to payroll and more, your professional accountant at SD Associates, P.C. will help you track and meet your financial goals.

Technology

The tech industry is always changing, which is why you need to work with a trusted accounting firm. When you work with a professional accountant at SD Associates, P.C., you can be certain that we will track all of the latest industry changes to keep your business compliant.

Real Estate

From rental income to capital gains and much more, there’s a lot to keep track of in the real estate world. We are well-versed in the industry’s ever-changing rules and regulations, and guarantee that we are the best accountant for real estate investors.

Automotive

There are many types of financial and tax obligations for car dealerships, from payroll to inventory and more. We will help you with tax preparation services and make sure you have access to all of the incentives and credits to which you are entitled.

Wholesale and Retail

From income tax to sales tax and more, wholesale and retail organizations have to deal with a lot of different moving parts. With our tax preparation services, your tax accountant will personalize our services based on your specific needs.

Charter Schools

Tracking your charter school finances has never been easier with SD Associates P.C.. We have worked with countless charter schools over the years and understand the unique challenges of this industry.

Manufacturing and Distribution

Running a manufacturing and distribution business is already an evolved task, without adding tracking tax laws and regulations into the mix. Throughout our time in business at SD Associates, P.C., we have worked with organizations of many different sizes and are able to tailor our services to each individual company.

Law Firms

As a law firm, you have a lot on your plate, from working with your clients and handling the required paperwork, it can feel like there’s not enough hours in the day. SD Associates, P.C. is here to help you keep your finances on track. Whether you’re looking for a law tax accounting or general business financial counseling, we have you covered.

Medical Practices

Your main focus as a medical practice is your patients, which is why we offer top-notch accounting and tax services. We will help you navigate your industry’s financial landscape to help keep your business’s finances on track.

Cannabis

The cannabis industry is quickly evolving, and so are its tax laws and regulations. By working with a professional accountant, you will take the time to define your financial goals and understand your tax obligations. You’ll plan for the future while ensuring full tax compliance.

Non-Profit Organizations

As a non-profit organization, your mission comes first. Since a crucial part of running a non-profit is keeping your taxes in order, we will ensure that you are compliant with all the necessary regulations and in a good position to grow.

Why Choose SD Associates, P.C.?

High Professional Standards

With our strict quality control system, we uphold the exceptionally high industry standards. This system was reviewed by the Pennsylvania Institute of Certified Public Accountants and received the highest available ranking.

Decades of Combined Experience

We haven’t just been in the industry since 1983 – our shareholders also have over 140 years of experience. It would be impossible to have the success we have had without offering exceptional service, and we are proud to offer the CPA services Montgomery County trusts.

CPAs with Advanced Degrees

Many members of our team hold advanced degrees, including Masters in Taxation. We have the qualifications to handle almost any financial or tax situation. At SD Associates, P.C., we are at the top of our game and always go the extra mile for our clients.

Broad Client Base

At SD Associates, P.C., we cover a wide range of clientele, from large corporations to small businesses and more. We also serve many industries, including restaurants, wholesale distribution, financial services, manufacturing, professional services, non-profit organizations, and more.

Discover the CPA Services Montgomery County Has Trusted Since 1983

At SD Associates, P.C., we offer the CPA services Montgomery County turns to for exceptional services. From corporate tax services to financial planning, we do it all. And, with our decades of combined experience, you can count on us to do the job right. Our goal is to build long-lasting relationships with our clients and go out of our way to ensure an easy and stress-free experience.

Learn more about the CPA services Montgomery County prefers and contact our office to schedule a consultation today!