Our Staff
Locally owned since 2003, S&D Accounting Services, LLC has built its business on providing affordable accounting and tax services to individuals and small businesses. What started as a side business operated out of our founders' home has grown into a full-service firm offering accounting, tax, and consulting services. With over 50 years of tax and accounting experience on staff, S&D Accounting can provide the expertise you need.
Our Services
Bookkeeping
If your business doesn’t have an accountant on staff, bookkeeping can be an exercise in frustration. Let us make your job easier with our bookkeeping service. We will manage your chart of accounts and keep a set of books that accurately reflects the financial state of your business.
Bookkeeping Software Training
Keeping an accurate set of books is a necessary part of any business, and bookkeeping software can make that task a lot easier. But sometimes it takes help to get familiar with a new piece of bookkeeping software. We can help you create your chart of accounts, close out your old books, and make efficient use of your new bookkeeping software.
Business Consulting
Sometimes it’s good to get an outside perspective from a professional you can trust. Whether you need help solving a problem that faces your business or weighing the costs and benefits of an opportunity, we can provide the perspective you need. With our business consulting services you can count on getting an independent view that provides the insight you need to make decisions that further your goals.
Financial Statements
Financial statements are useful tools for decision making and for representing the state of your business’ finances to outside parties. We can work with your staff to produce accurate monthly or annual financial statements that reflect the financial health of your business.
Personal Tax Preparation
Personal tax situations change. People get married. Children are born. Kids go off to college. We have the expertise you need to understand how life’s changes affect your tax situation, and minimize your tax due.
Business Tax Preparation
With tax laws changing every year, it can be a challenge to keep on top of the particular changes that affect your business. Let our tax experts prepare your business tax returns and advise you on ways to minimize your tax liability.
American Non-Resident Tax Preparation
All U.S. citizens are required to pay income tax no matter in which country they reside. If you are a U.S. expatriate, we can help you make sense of interconnected tax codes, get credit for foreign taxes you’ve already paid, and minimize the tax you owe to Uncle Sam.
Business Entity Selection
Choosing how a new business will be organized can be a confusing and critical decision. Sole proprietorships, partnerships, LLCs, and corporations all offer differing levels of protection and complication for the business owners. We can help you decide which structure is the right fit for your business, and help you reevaluate that decision as your business grows.
Buying or Selling a Business
When buying or selling a business, we can help you at every step of the process. We can help you put a value on the business changing hands, perform due diligence, and assist with financing strategies for any purchase that takes place.
Estates and Trusts
By planning today, you can take steps to ensure that your estate or trust is executed as you intended. We can work with you and your attorney to understand your goals, take steps to minimize taxes, and assist in transferring assets to your heirs as you direct.
Financial Analysis
Through our financial analysis services, we can analyze your business and provide the financial data you need to support your decision making process. We can also analyze how a situation might change as circumstances evolve, allowing you to plan for how you might respond to different scenarios.
Sales Tax Services
Managing and submitting state and local sales taxes can be complicated, especially if you do business in multiple tax jurisdictions. Our sales tax services can simplify these tasks for you by helping you track your sales tax obligations and preparing your sales tax returns.
Sole Proprietor Services
Sole proprietorships aren’t the same as corporations. They have different needs, different requirements, and often different resources available to them. With decades of small business experience, S&D Accounting can help you achieve your goals.
Non-Profit Services
Non-profit organizations are confronted with a host of challenges that for-profit entities don’t face. S&D Accounting has been helping non-profits for years and understands non-profits’ unique concerns.