The CPA Services Roxborough Has Chosen Since 1983

Learn More About Roxborough’s Trusted Accounting Firm

SD Associates, P.C. makes navigating the complex world of large and small business tax preparation easy because we provide the CPA services Roxborough has trusted for over 40 years. We are here to provide you with the expert financial advice you need to meet your financial goals. Whether you need business counseling or assistance with small tax preparation or corporate tax services, we have you covered.

The SD Associates Difference

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

Contact us to schedule a consultation and discover Roxborough’s trusted accounting firm.

Roxborough’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

As Roxborough’s trusted accounting firm, we make tracking your finances easy and stress-free with our accounting services. From helping with tax returns to providing business counseling, we are here to help you take your business to the next level. We offer a wide range of services, from strategic planning to tax preparation services and so much more.

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

With our business services, we will help you make sure that your business is on the right track. You’ll work with a professional accountant who will identify and define your business goals. Our team will ensure you are in excellent financial standing and will provide you with guidance on opportunities 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

You can be confident when you choose SD Associates, P.C. for tax preparation services, you can rest assured that you are in safe hands. You will work with a tax accountant who understands your personal situation and will work hard to make sure you receive the attention you need, whether you need assistance with personal taxes, small business tax preparation, or corporate taxes.

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

We uphold the highest possible professional standards in our industry. SD Associates, P.C. has created a rigorous quality control system that has been reviewed by the Pennsylvania Institute of Certified Public Accountants and has received the highest possible ranking.

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 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 Roxborough Has Trusted for Over 40 Years

At SD Associates, P.C., we offer the CPA services Roxborough has trusted since 1983. We always go the extra mile for our clients and are proud to be Roxborough’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 Roxborough counts on and contact us to schedule a consultation!

 

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