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Certified Public Accountants & Business Advisors

5.0
1 review

SD Associates PC  organized in 1983, is a full-service CPA and business advisory firm located in metropolitan Philadelphia servicing clients throughout the Delaware Valley. Our firm's philosophy has been and continues to be, to consistently provide the highest quality of personalized service to our clients. We are committed to our clients by maintaining the highest quality of standards, integrity, and professionalism in our relationships.

 
Undisclosed
 
Undisclosed
 
10 - 49
 Founded
1983
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Elkins Park, PA
headquarters

Focus

? These focus breakdowns are estimates provided by the Clutch team. Service line and focus breakdowns can change at any time and are subject to the company’s discretion once they claim ownership over their Clutch profile.
Service lines
  • Financial Accounting
  • Business Consulting
  • Tax Preparation
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Reviews

5.0
1 review
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Tax Preparation & Accounting for Solo Law Firm

“They’re very helpful at explaining tax brackets and tax law by reducing the language to plain English.”

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5.0

Quality: 
5.0
Schedule: 
5.0
Cost: 
5.0
Willing to refer: 
5.0
The Project
 
Less than $10,000
 
Feb. 2015 - Ongoing
Project summary: 

SD Associates handles the annual tax preparation services for a solo law firm. They're proactive in finding tax deductions, explaining tax law in layman's terms, and may provide wealth management in the future.

The Reviewer
 
1-10 Employees
 
Philadelphia, Pennsylvania
Owner, Solo Law Firm
 
Verified
The Review
Feedback summary: 

The partner is satisfied with and gains relief from SD Associates' services. Describing the overall process as quick and painless, they feel well-covered and protected. SD Associates is punctual with appointments and attentive to needs. Their extended business hours are helpful and convenient.

A Clutch analyst personally interviewed this client over the phone. Below is an edited transcript.

BACKGROUND

Introduce your business and what you do there.

I’m the owner and sole member of a law firm. I offer legal services in entertainment law, family law, criminal law, and small business law.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with SD Associates?

As a new business owner, I wanted to make sure I didn’t run into any tax liabilities or issues that could get me in trouble.

SOLUTION

What was the scope of their involvement?

SD Associates handles my annual tax preparation services. We’ve discussed going into wealth management in the future, but my business is still in its growth period. I’ve been outsourcing their services since the start of my firm, and they help keep my nose clean as far as taxes go.

What is the team composition?

I have one point of contact.

How did you come to work with SD Associates?

I’m not completely sure but after one meeting, I knew I wanted to work with them. I really had no idea what I was doing, and they weren’t paternalistic or condescending.

How much have you invested with them?

I invest $400 per year.

What is the status of this engagement?

Our ongoing partnership began in February 2015.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Overall, their services are a great relief for me. I’ve heard about businesses getting audited or people overspending on tax preparation, but neither of those has happened to me. If it does happen in the future, I feel very well-covered and protected. SD Associates is very helpful in finding deductions I may not have thought of. The whole process is quick and painless.

How did SD Associates perform from a project management standpoint?

I never have an issue making appointments. When I get there, I’m seen right away and never have to wait. They also have weekend hours, which is super helpful for me.

What did you find most impressive about them?

They’re very helpful at explaining tax brackets and tax law by reducing the language to plain English.

Are there any areas they could improve?

No, I can’t think of anything.

5.0
Overall Score
  • 5.0 Scheduling
    ON TIME / DEADLINES
  • 5.0 Cost
    Value / within estimates
  • 5.0 Quality
    Service & deliverables
  • 5.0 NPS
    Willing to refer
    I’ve recommended them to numerous friends.
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