S & D Accounting Service

Locally owned and operated since 2003, S&D Accounting Services, LLC has established itself as a trusted name in the community, providing high-quality, affordable accounting and tax services to individuals and small businesses alike. What began as a modest endeavor run out of our founders' home has blossomed into a thriving full-service firm, equipped to handle a wide array of financial needs. Our dedicated team boasts over 50 years of combined experience in the fields of tax and accounting, ensuring that our clients receive the expertise and personalized attention they deserve.

Our Comprehensive Services

We understand that the financial landscape can be complex and ever-changing. That's why we offer a comprehensive suite of services designed to simplify your financial management and empower you to make informed decisions.

Bookkeeping

Maintaining accurate financial records is the bedrock of any successful business. However, without a dedicated accounting professional, bookkeeping can quickly become a time-consuming and overwhelming task. Our skilled bookkeepers will expertly manage your chart of accounts, ensuring your financial records reflect the true health of your business. We handle everything from recording transactions to reconciling bank statements, allowing you to focus on what you do best - growing your business.

Bookkeeping Software Training

In today's digital age, utilizing accounting software is essential for efficient financial management. While software offers numerous advantages, navigating its complexities can be daunting. Our team provides comprehensive bookkeeping software training, guiding you through setup, data entry, and reporting features. We'll help you make the most of your chosen software, streamlining your bookkeeping process and improving accuracy.

Business Consulting

At S&D Accounting, we believe in providing more than just numbers. We offer insightful business consulting services to help you navigate challenges and seize opportunities. Whether you need assistance with devising a strategic plan, analyzing market trends, or evaluating potential investments, our experienced consultants provide the objective perspective you need to make sound business decisions.

Financial Statements

Clear and concise financial statements are crucial for both internal decision-making and communicating your business's financial health to external stakeholders, such as lenders and investors. We collaborate with your team to produce accurate and comprehensive monthly or annual financial statements, providing vital insights into your business's performance and financial position.

Personal and Business Tax Preparation

Navigating the complexities of tax laws can be a headache. S&D Accounting takes the stress out of tax season with our expert tax preparation services. We meticulously prepare individual and business tax returns, ensuring compliance with all applicable regulations and maximizing your tax savings. We stay abreast of the latest tax changes, ensuring your financial filings are accurate and up-to-date.

American Non-Resident Tax Preparation

As a global citizen, you may encounter unique tax considerations. For American expatriates residing abroad, we provide specialized tax preparation services, helping you understand the intricacies of U.S. tax laws while residing outside the country. We assist with obtaining foreign tax credits and minimizing your overall tax burden.

Business Entity Selection

Choosing the right legal structure for your business is a pivotal decision with far-reaching implications. Sole proprietorships, partnerships, LLCs, and corporations each offer distinct advantages and disadvantages. Our team guides you through this decision-making process, helping you select the structure that best aligns with your business goals, risk tolerance, and future aspirations.

Buying or Selling a Business

Whether you're expanding your portfolio or seeking to retire, we provide comprehensive support throughout the buying or selling process.

We help you determine a fair market value for the business, conduct due diligence, and navigate financial strategies to ensure a smooth and successful transaction.

Estates and Trusts

Planning for the future is essential. We work with you and your attorney to develop estate and trust plans that align with your wishes, minimize tax liabilities, and ensure your assets are distributed according to your intentions.

Financial Analysis

Making informed business decisions requires a solid understanding of your financial position. Through in-depth financial analysis, we provide valuable data and insights to support your strategic planning, allowing you to assess current performance, forecast future trends, and make informed decisions about growth, investments, and resource allocation.

Sales Tax Services

Navigating the complexities of state and local sales tax regulations can be challenging, especially for businesses operating in multiple jurisdictions. Our sales tax services simplify this process by helping you track your sales tax obligations, prepare accurate returns, and stay compliant with ever-changing tax laws.

Sole Proprietor Services:Sole proprietorships have unique needs and requirements. We recognize these distinctions and provide specialized services tailored to the specific challenges and opportunities faced by sole proprietors, helping them establish their businesses, manage financials efficiently, and achieve their entrepreneurial goals.