SD Associates

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SD Associates is a  full-service CPA and business advisory firm founded in 1983 and based in Elkins Park, Pa. With fewer than 50 members, they specialize in financial accounting, business accounting, and tax preparation services for various clients.

Client Insights

Industry Expertise

This provider has not added their industry expertise.

Client Size Distribution

This provider has not added their client sizes.

Common Project Size

<$10K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
1 Review

SD Associates undertook a project for a solo law firm, providing tax preparation and accounting services. The firm, which specializes in entertainment law, family law, criminal law, and small business law, sought SD Associates' expertise to avoid potential tax liabilities as a new business. Since the start of the firm, SD Associates has been managing their annual tax preparation, with discussions of expanding into wealth management in the future. The client has a single point of contact and invests $400 per year in their services. The partnership, which began in February 2015, continues to be ongoing. The client expressed appreciation for SD Associates' professional approach, noting that they were neither paternalistic nor condescending.

Timeliness

5.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0