The CPA Services Wynnewood Trusts to Do the Job Right

Discover Wynnewood’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 Wynnewood 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 and learn more about the CPA services Wynnewood relies on by contacting our office today!

Professional Certified Public Accountant Services

From individual taxes to financial planning for your business, your professional accountant with SD Associates P.C. is here for you every step of the way. There are many significant benefits to working with a certified public accountant, who has undergone rigorous education and licensing requirements to be where they are today. You’ll partner with someone who can handle any financial matter with integrity and accuracy.

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 Wynnewood’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

With our business services, your professional accountant will partner with you to ensure that your business is on the right track. Our team will ensure that your company is in excellent financial standing and advise you on opportunities for improvement and growth.

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

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 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

A consultation with a certified public accountant provides you with the personal assistance you need to make good financial decisions. As Wynnewood’s trusted accounting firm, we will work with you to define and set your financial goals and provide you with the resources you need to 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

Our team upholds the highest professional standards in the industry because we are Wynnewood’s trusted tax accountant. Our strict quality control system has been reviewed by the Pennsylvania Institute of Certified Public Accountants and has received the highest available ranking.

Broad Client Base

We have a large and broad client base, ranging from individuals to small, medium, and large businesses. Our clientele operate in industries such as wholesale distribution, manufacturing, professional services, restaurants, financial services, and more.

Decades of Combined Experience

SD Associates, P.C. has been in the industry since 1983, but our experience goes beyond that. Our six shareholders have over 140 years of combined experience and proudly offers the CPA services Wynnewood 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 Wynnewood Has Relied on Since 1983

SD Associates P.C. offers the CPA services Wynnewood has trusted for over 40 years because we offer exceptional services. From corporate taxes to financial planning, we are qualified to handle any situation that is thrown at us. No matter what, you can count on us to do the job right. Our goal is to build lasting relationships with every client so that we can help them throughout their financial journey.

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

 

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