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CPA Services in Fort Washington

CPA Services in Fort Washington

Experience The SD Difference

CPA Services in Fort Washington

CPA Services in Fort Washington

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215.517.5600

The CPA Services Fort Washington Trusts to Do the Job Right

Discover Fort Washington’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 Fort Washington 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

Contact us to schedule a consultation and learn more about the CPA services Fort Washington prefers.

Professional Certified Public Accountant Services

When you work with SD Associates, P.C., you partner with a certified public accountant who is equipped to tackle any financial matter with integrity and accuracy. Every professional accountant on our team has undergone rigorous education, examinations, and licensing requirements to be where they are today, and will make every step of the financial planning process simple and stress-free.

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 Fort Washington’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

When you work with SD Associates, P.C., our team will go out of its way to ensure you are in excellent financial standing. You’ll work with a professional accountant who will guarantee that your business will be on the right track and we will advise you on potential opportunities for growth and/ or improvement.

Our Business Services

-Financial Planning

-Strategic Planning

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Structure and Reorganization

-Business Advisory

Tax Services

You can be confident that your taxes are in safe hands when you choose SD Associates, P.C.. Your tax accountant will become an expert in your individual situation and will ensure you understand all of the deductions, credits, and incentives that are available to you. Whether you need help with large-scale corporate taxes or small business tax preparation, we have you covered.

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

Estimating your taxes by yourself can be stressful and overwhelming, which is why you need the help of SD Associates, P.C. Your tax accountant will ensure you are in an excellent position for the next tax season so that you receive the best possible return.

Our Tax Planning Services 

-1031 Exchanges

-Budgeting and Forecasting

-Estimates and Projections

Attestation Services

Attestation services are a crucial way to evaluate your business’s financial health. By ensuring that your financial statements comply with the established standards, you increase transparency and trust in your business. Our team will help make sure that you maintain compliance and are in a good position to grow.

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 Fort Washington’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

From tracking payroll to new business counseling and more, we have you covered. SD Associates, P.C. serves multiple industries and understands the unique challenges associated with each one. Our team will work with you to ensure you are in excellent financial standing and that you are on track to meet your goals. We are always here to help, whether you need assistance with financial planning, small business tax preparation, or corporate tax services.

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

Our strict quality control system has received the highest available ranking and has been reviewed by the Pennsylvania Institute of Certified Public Accountants. As Fort Washington’s trusted tax accountant, we uphold the highest professional standards in the industry and are proud to offer the CPA services Fort Washington trusts.

Broad Client Base

At SD Associates, P.C., we have a broad client base, ranging from individuals to large corporations and much more in between. Our clientele operate in a wide range of industries, from manufacturing to financial services and 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 Fort Washington trusts.

CPAs with Advanced Degrees

We aren’t just a team of CPAs – many members of our team have also earned advanced degrees in relevant fields such as Masters in Taxation. At SD Associates, P.C., we are qualified to deal with a wide range of situations and always go the extra mile for our clients.

Discover the CPA Services Fort Washington Has Relied on Since 1983

We are proud to offer the CPA services Fort Washington has trusted for decades because of our top-notch services. At SD. Associates, P.C. we are here for our clients, whether they need financial planning or corporate tax advice. With our decades of combined experience, you can count on us to do the job right. Our goal is to build lasting relationships with every client so that we can provide them with professional assistance throughout their financial journey.

Learn more about the CPA services Fort Washington has counted on for over 40 years and schedule a consultation with us 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