The CPA Services Chestnut Hill Has Chosen Since 1983

Learn More About Chestnut Hill’s Trusted Accounting Firm

SD Associates, P.C. makes navigating the complexities of the world of accounting easy. We have provided the CPA services Chestnut Hill has trusted for decades because of our exceptional solutions. Whether you need help with small business tax preparation or corporate tax services, you can always count on us for expert financial guidance.

The SD Associates Difference

• Long-Term Relationships 
• Decades of Experience
• Unparalleled Service
• Expertise in Multiple Industries

Contact our office to schedule a consultation and find out more about Chestnut Hill’s trusted accounting firm.

Chestnut Hill’s Most Reliable Certified Public Accountant

SD Associates, P.C. is here for every step of your financial journey, from future planning to individual tax services. As a certified public accountant, our team has undergone rigorous educational and licensing requirements to be in the position they are in today. When you become a client of ours, you partner with a professional accountant who is ready to handle whatever is thrown at them with accuracy and integrity.

Reasons You Should Work with a Certified Public Accountant

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

Industries We Serve

Whether you’re looking for assistance with small business tax preparation, new business financial counseling, or corporate taxes, we do it all. SD Associates, P.C. serves a wide range of industries and understands the unique financial challenges associated with each one. Our team is well-versed in each industry’s ever-changing financial landscapes and will provide your business with the exceptional services it needs to succeed.

We Serve the Following Industries

-Medical Practices

-Cannabis

-Manufacturing and Distribution

-Law Firms

-Real Estate

-Automotive

-Construction

-Technology

-Non-Profits

-Wholesale and Retail

-Charter Schools

Accounting Services

SD Associates P.C. makes keeping track of your finances simple with our accounting services. We are Chestnut Hill’s trusted accounting firm and are here to help you make the best decisions for your business. Our team will help you define your financial goals and will provide you with the support you need to get there, whether you’re looking for tax preparation services, strategic planning, or another one of our many services.

Accounting Services

-Quickbooks Installation, Training & Support

-Financial Statement Preparation

-Business Acquisitions and Sales Assistance

-Business and Strategic Planning

-Bookkeeping Assistance

-New Business Set-Up Counseling

-Bank Financing and Loan Restructuring Assistance

-Lease Purchase Analysis

-Tax Preparation and Planning

-Real Estate Sales and Acquisitions

Business Services

At SD Associates, P.C., we help keep your business on track. When you choose us, you’ll work with a professional accountant who will help you define your business goals. We will ensure you are in excellent financial standing and will identify areas for improvement and growth.

Our Business Services

-Business Acquisitions and Sales

-Buy/ Sell Arrangements

-Business Structure and Reorganization

-Business Advisory

-Financial Planning

-Strategic Planning

Attestation Services

With our attestation services, you’ll have a full picture of your organization’s financial health. We will help increase trust and transparency in your business, and ensure that all of your financial information is accurate.

Our Attestation Services

-Agreed Upon Procedures

-Review and Compilation

-Employee Benefit Plans

-Single Audit

Tax Planning

From budgeting and forecasting to projections, we make tax planning easy. You will work with a tax accountant who will guide you through every step of the process and make sure you’re in the best possible position come tax season.

Our Tax Planning Services

-Estimates and Projections

-Budgeting and Forecasting

-1031 Exchanges

Tax Services

With SD Associates, P.C., you can rest assured that your taxes are in safe hands with our tax preparation services. You’ll work with a tax accountant who will take the time to understand your individual situation and provide you with personalized assistance, from corporate taxes to small business tax preparation and more.

Our Tax Services

-S Corps, C Corps, & Partnerships

-Employee Retention Credit Studies

-Business Returns

-Tax Dispute Resolutions

-Fiduciary Returns and Trusts

-Estate Returns

-Partnership Returns

-Personal Returns

-Gift Tax Returns

Consultations

SD Associates, P.C. will help you take charge of your financial situation with our consultation services. Whether you need advice from a tax accountant or are looking for assistance with identifying your financial goals, we are here to help you succeed.

Our Consultation Services

-Succession Planning

-Tax Strategy Design

-Objective Troubleshooting

-Audit Assistance

-New Business Creation

Why Choose SD Associates, P.C.?

High Professional Standards

At SD Associates, P.C., we uphold the highest possible professional standards within our industry. We have created a strict quality control system that has achieved the highest possible ranking and been reviewed by the Pennsylvania Institute of Certified Public Accountants.

Long-Term Client Relationships

We want to be with you for every step of your financial journey. At SD Associates, P.C., we build long-term relationships with our clients so that we can help them obtain their professional and personal financial goals.

Integrity

Integrity is a key part of our business practice. At SD Associates, P.C., we are committed to respect, fairness, quality, and honesty.

Over 140 Years of Combined Experience

Our six shareholders have over 140 years of combined experience and are at the top of their game. Additionally, many members of our team have obtained advanced degrees, including Masters of Taxation, which means we are equipped to handle any situation.

Discover the CPA Services Chestnut Hill Has Trusted for Over 40 Years

At SD Associates, P.C., we offer the CPA services Chestnut Hill has relied on since 1983. We offer exceptional services and always go the extra mile for our clients. As Chestnut Hill’s trusted accounting firm, every professional accountant on our team offers the advice and support you need to succeed. From corporate tax services to financial planning and much more, we are here to help you through every step of your finance journey.

Learn more about the CPA services Chestnut Hill trusts and schedule a consultation with us today!

 

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