The CPA Services University City Has Chosen Since 1983

Learn More About University City’s Trusted Accounting Firm

We make navigating the complex world of accounting easy and stress-free. SD Associates, P.C. provides the CPA services University City has counted on for over 40 years. From small business tax preparation to corporate tax services, we will provide you with the expert financial guidance you need to meet your financial goals.

The SD Associates Difference

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

Find out more about University City’s trusted accounting firm and contact our office to schedule a consultation!

University City’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

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 University City’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

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

An excellent way to increase transparency and trust in your business is attestation services. They will allow you to assess the financial health of your organization and ensure that all of your financial information is accurate and reliable.

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 can be confident that you are in safe hands. Your tax accountant will become an expert in your individual situation to provide you with personalized assistance, whether you need assistance with personal/ 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

During our consultations, we will map out a way to help you take charge of your financial situation. Whether you’re looking for a tax accountant or assistance with your financial planning goals, we will provide you with the help you need 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

Our goal is to be with you during every step of your financial journey. We build lasting relationships at SD Associates, P.C. so that we can help our clients achieve their personal and professional finance goals.

Integrity

A key part of our business practice is integrity. We are committed to incorporating respect, quality, fairness, and honesty in everything that we do at SD Associates, P.C.

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 University City Has Trusted for Over 40 Years

We offer the CPA services University City has counted on since 1983 because, at SD Associates P.C., we always put our clients first. As University City’s most trusted accounting firm, every professional accountant on our team has the experience and expertise to provide you with the support you need to succeed. From financial planning to corporate tax services and more, we are here to guide you through your finance journey.

Find out more information about the CPA services University City relies on and contact us to schedule a consultation today!

 

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