The CPA Services Old City Has Chosen Since 1983

Learn More About Old City’s Trusted Accounting Firm

SD Associates, P.C. makes navigating the complexities of the world of accounting easy. We have provided the CPA services Old City 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 find out more about Old City’s trusted accounting firm and to schedule a consultation today!

Old City’s Most Reliable Certified Public Accountant

As a client of SD Associates, P.C., you will partner with a professional accountant who specializes in a wide range of subjects and industries. We are ready to guide you through every step of your financial journey, from assisting with individual tax services to financial planning and much more. As a certified public accountant, every team member has undergone rigorous educational and licensing requirements to be where they are today.

Reasons You Should Work with a Certified Public Accountant

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

Industries We Serve

From helping with small business tax preparation and corporate taxes to new business financial counseling and much more, we will make sure you are in good financial standing. We serve a wide range of industries and are well-versed in the unique challenges that come along with each one. Our team understands the changing financial landscapes of every industry we serve and will provide you with the exceptional services that you deserve.

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 Old City’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

SD Associates P.C. will help you keep your business on track. You’ll work with a professional accountant who specializes in defining business goals. We will provide you with support throughout the entire process and will ensure you are in excellent financial standing.

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

Whether you need help with forecasting or projections, we are here to make tax planning easy. We will partner you with a tax accountant who will walk you through every step of the process, making sure you’re in the best possible position going into tax season.

Our Tax Planning Services

-Estimates and Projections

-Budgeting and Forecasting

-1031 Exchanges

Tax Services

When you choose SD Associates, P.C. for tax preparation services, you work with a tax accountant who takes the time to understand your individual situation. We will work hard to assist you with everything you need, from personal taxes and small business tax preparation to corporate taxes 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

Whether you’re looking for a tax accountant or help with identifying your financial goals, we are here to help. During your consultation, we will help you take charge of your financial situation and ensure that you are in a position to 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

SD Associates, P.C. upholds the highest possible professional standards. Our rigorous quality control system was reviewed by the Pennsylvania Institute of Certified Public Accountants and received the highest possible ranking.

Long-Term Client Relationships

We take the time to become an expert in each client’s situation so that we can help them obtain their personal and professional financial goals. Our team builds lasting relationships with our clients because we want to support you during every step of your financial journey.

Integrity

Integrity is crucial to our business practice. At SD Associates, P.C., we are committed to fairness, respect, honesty, and quality. We also implore ethics in everything we do and every decision we make within our firm.

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 Old City Has Trusted for Over 40 Years

At SD Associates, P.C., we offer the CPA services Old City has trusted since 1983. We always go the extra mile for our clients and are proud to be Old City’s most trusted accounting firm. Every professional accountant on our team has the expertise to provide you with the guidance you need for long-term financial success. From new business counseling to corporate tax services and more, we are here for you through every step of your finance journey.

Discover the CPA services Old City counts on and contact us to schedule a consultation!

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