We help you simplify, automate and maximize your tax & accounting
We're your new CPA & accountant. Whether you're looking for tax preparation, tax planning, tax returns, bookkeeping, payroll, or other accounting services, we help keep you organized and compliant.
After interviewing several firms and practitioners, I decided to affiliate with SDO CPA. Their team grew their tax & accounting knowledge at KPMG, multiple family offices, and Tax Management experience with EY LLP in Dallas, Texas. They bring a wealth of tax and accounting knowledge.
Steven rutherforD, CPA
Why work with us
There is constant change, especially now, with all the new tax laws coming out nearly daily. You want to work with a team who has a diverse set of knowledge across individuals, corporations, partnerships, tax planning, bookkeeping, and accounting to ensure you maximize your return and automate your finances as best as you can. Our team comes from EY, KPMG, and many family offices.
One-on-one Consulting
Your situation is unique. We individualize tax & accounting plans to fit your situation.
Tax Preparation & Planning
1040, 1040SR, 1040X, 1041, 1065, 1099, 1120C, 1120S, 709, K-1, K-2, K-3, sales tax, international tax, cost segregation.
Accounting & Bookkeeping
Are you looking to automate your bookkeeping, payroll, w-2, and monthly/quarterly filings? We’ll help.
Meet The Team
We’re a diverse team that focuses on staying up to date with the hundreds of changes that happen every year in tax and accounting.
Serena Do, CPA
Managing Partner
Kouri H., CPA
Accountant
Steve Rutherford, CPA
Advisor
Finally – A CPA Firm That "Gets You"
We help individuals, businesses, and real estate investors like yourself save thousands in taxes and grow their business with outsourced accounting services!
Best of all, we are business owners and real estate investors ourselves. This allows us to help you with accounting expertise and tax advice and provide unique operational insights.
Individuals & Families
With all the new tax credits, we help you get what you're owed.
Start-ups & Small Businesses
Outsource your accounting, payroll, and bookkeeping to us to save you time and money.
Corporations & Partnerships
We can help you plan, structure, and automate to maximize your tax savings so you can focus on growing.
Real Estate Investors
Proper tax planning can decrease your tax liability by a large margin. Let us help you maximize your depreciation.
What our Clients Say
Von A.
Business owner & real estate investor
I found SDO CPA when my previous accountant retired. SDO CPA helps me with my complex personal, business, and real estate investments, so I don’t have to worry about it. I highly recommend them.
Paul S.
it Consultant
I’m too busy working with IT clients to worry about my accounting and bookkeeping. SDO CPA saves me from making mistakes, and they handle everything financial-related that I don’t know or have time for.
John C.
Individual & Real Estate Investor
SDO CPA handles tax preparation across my family and real estate investments. I strongly recommend getting a CPA on your team because their diverse knowledge will save your skin many times. SDO CPA is my go-to CPA.
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