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CPA Services in Oreland

CPA Services in Oreland

Experience The SD Difference

CPA Services in Oreland

CPA Services in Oreland

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215.517.5600

The CPA Services Oreland Trusts to Do the Job Right

Discover Oreland’s Most Reliable and Trusted Accounting Firm

We get it – navigating the accounting world is stressful and overwhelming, but working with a professional accountant makes it much simpler. SD Associates, P.C. offers the CPA services Oreland has counted on since 1983. From tax preparation services to financial guidance, we have you covered. Our team has expertise in many areas, from corporate tax services to small business tax preparation and much, much more.

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 Oreland has trusted for over 40 years – contact our office today!

Professional Certified Public Accountant Services

SD Associates P.C. is here to help you through every step of the financial management process. Every certified public accountant on our team has undergone rigorous education and licensing requirements to be in the position they are in today. When you choose a professional accountant at SD Associates, P.C., you’ll partner with someone who has the skills and expertise to handle any financial matter with accuracy and integrity.

Benefits of Working with a Certified Public Accountant

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

Accounting Services

SD Associates, P.C., offers easy and stress-free accounting services. Whether you’re a business owner or an individual taxpayer, we have you covered, as we are Oreland’s trusted accounting firm. We have expertise in a wide range of financial services and tax preparation services, and will help make sure that 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

Your taxes are in safe hands with SD Associates, P.C. because you’ll work with a tax accountant who is well-versed in your needs. From large-scale corporate taxes to small business tax preparation, we do 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

Whether you’re a business owner, stakeholder, or investor, attestation services will increase trust and transparency. By verifying that financial statements are in compliance with the established standards, you will have a full and accurate understanding of your business’s financial position.

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 take charge of your finances. As Oreland’s trusted accounting firm, we will work with you to define your financial goals and will provide you with the necessary resources to ensure you hit them.

Our Consultation Services

-Succession Planning

-Audit Assistance

-Tax Strategy Design

-New Business Creation

-Objective Troubleshooting

Industries We Serve

We serve multiple industries and understand the unique challenges of each one. From tracking payroll to sales tax and so much more, we are well-versed in all of the financial requirements of running a business. We will work with you to ensure you are in good financial standing and are on track to meet your goals. Whether you need help with small business tax preparation, financial planning, or corporate tax services, we are always here to help.

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

As Oreland’s trusted tax accountant, SD Associates, P.C. upholds the highest professional standards in the industry. Our strict quality control system has been reviewed by the Pennsylvania Institute of Certified Public Accountants and received the highest available ranking.

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 industry experience. SD Associates, P.C. has been in business since 1983 and has earned its excellent reputation as Oreland’s preferred accounting firm.

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 Oreland Has Relied on Since 1983

At SD Associates, P.C., we offer the CPA services Oreland has turned to for decades because of our exceptional services. Whether you need help with financial planning or corporate taxes, we are here to help. You can always count on us to do the job right as we have decades of combined experience. We build lasting relationships with our clients and provide them with professional assistance throughout their financial journey.

Discover the CPA services Oreland relies on and contact us to 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