Services/ Tax Services

Every aspect of your business life has tax implications, and SDDco provides tax guidance each step of the way.  From the inception of a company, through its day-to-day transactions and stages of change, our tax advice and planning adds significant value by keeping our clients up to speed.

Tax Compliance

Through our innovative tax department, we offer the following tax preparation and advisory services.

For Businesses:

  • Tax preparation—corporate, partnership, and individual
  • Tax planning and projections
  • Domestic and international tax planning
  • Compensation planning and analysis of equity compensation
  • Retirement and benefits planning
  • Representation with tax authorities
  • Trust accounting and tax
  • Structuring new business and transactions
  • Succession planning
  • Tax research and consulting

For High Net Worth Individuals:

  • State and local taxation
  • Year-end tax planning
  • Multi-year tax projecting
  • Investment planning and capital gains
  • Retirement planning and distributions
  • Family wealth services
  • International taxation
  • Tax controversies
  • Transaction advisory

Tax Information

Visit our monthly Newsletter for SDDco client tax updates useful tax planning articles.

Contact Tax Partner, Phil Lebovits, for an introductory consultation.


SDDco specializes
in two industries.

Our know-how and our network supports the financial services & tech industries.

We hold the right training and licensures to keep you in step and mitigate risk.

Our Credentials


SDDco supports
industry leaders.

We oversee back office functions so you can focus on your own clients.

Major banks, private funds, RIAs, BDs, and tech startups choose us.

Our Clients


SDDco is as good
as its great people.

Our CPAs, FinOps and
consultants are licensed,
experienced professionals.

Partner with us for start-ups and for ongoing accounting, compliance and tax work.

Our People


SDDco performs
services onsite.

Outsourced support with
SDDco isn’t out of sight.

We work in your space and for your team on a regular basis. Engage the expertise without the fulltime hire.

Our Praises


SDDco observes
AICPA principles.

Our inaugural firm began
when two CPAs opened
a NYC office back in 1952.

We faithfully maintain the CPA standards: integrity, competency, confidentiality….

Our Group