TL;DR Texas business owners choosing between LLC and S Corp structures face [...]
Texas CPA Firm

CERTIFICATIONS
Serena Do, CPA
TITLE
Managing Partner
HOMETOWN
Arlington, TX
YEARS OF EXPERIENCE
17
EDUCATION
A CPA That Understands the Texas Business Landscape
SPECIALTIES
INDUSTRIES
Texas is home to 3.3 million small businesses—more than any state except California. With 500,000+ new business applications in 2024 and no state income tax, the Lone Star State offers unmatched opportunity for entrepreneurs. But opportunity comes with complexity: franchise tax filings, multi-city sales tax, and federal compliance. SDO CPA helps Texas businesses navigate it all.
Texas CPA Firm: Your One-Stop Solution for Bookkeeping, Tax Prep & Fractional CFO Services
Streamline your finances and gain strategic insights with a tech-forward CPA who stays ahead of tax law changes—so you can focus on growing your Texas business.
A Trusted CPA For Modern Texas Businesses

Optimize Your Finances & Free Up Time
Pain Point: Running a business in Texas means handling bookkeeping, payroll, tax planning, and financial forecasting—all while trying to grow revenue.
Solution: We provide comprehensive accounting solutions—day-to-day bookkeeping and transaction oversight—helping you optimize every aspect of your financials while working efficiently.
Stay Compliant With Evolving Texas Tax Laws
Pain Point: Texas tax laws and IRS regulations frequently change, making compliance a challenge for businesses across the state.
Solution: As a CPA firm that serves Texas businesses, we help startups, established companies, and growing businesses stay compliant with local, state, and federal tax regulations while maximizing deductions.


Strategic CPA Services For Growth-Focused Businesses
Pain Point: Many experienced CPAs are retiring, leaving Texas entrepreneurs searching for long-term financial partners.
Solution: We're a new-generation CPA firm offering year-round advisory services for businesses that need hands-on financial strategy and proactive tax planning.
How It Works
Getting started is simple. Here's what to expect:
1.
Schedule a Free Consultation: Book a 25-minute call to discuss your business, current financial setup, and goals. No obligation, no pressure.
2.
Get a Custom Proposal: We'll review your needs and provide a clear, flat-rate proposal—so you know exactly what you're getting and what it costs.
3.
Onboarding & Setup: Once you're on board, we connect to your accounts, clean up your books if needed, and establish a communication rhythm that works for you.
4.
Ongoing Support & Strategy: From monthly bookkeeping to quarterly tax planning check-ins, we're your year-round financial partner—not just a tax season vendor.
Why Work With Us?
- 1Statewide Reach, Local Understanding
Texas spans 268,000 square miles and dozens of distinct business ecosystems—tech startups in Austin, energy and healthcare in Houston, logistics and real estate in DFW, and family businesses in every region. We serve clients across the state through cloud-based tools and video consultations, while maintaining the responsiveness of a local firm. - 2Scalable Financial Strategy
From fractional CFO services to tax planning, we provide high-level financial guidance to help Texas businesses scale efficiently—without the cost of hiring a full-time CFO. Our services grow with you. - 3Tech-Driven Accounting & Bookkeeping
We use platforms like QuickBooks Online, Xero, Gusto, and Ramp to automate reconciliations, streamline payroll, and give you real-time visibility into your financial position—ensuring accuracy and efficiency as your business scales. - 4Proactive Tax Strategy & Compliance
Texas businesses thrive on innovation, and tax laws are constantly evolving. We help you stay ahead with industry-specific tax strategies, multi-state filings, and compliance planning to minimize risk and maximize savings. - 5A CPA Firm Invested In Your Long-Term Success
Many CPA firms are scaling back or retiring—we're here for the long run. As a modern CPA firm for Texas, we're committed to providing year-round advisory services and long-term financial support to your business.
Frequently Asked Questions
CPA fees vary based on your business complexity, transaction volume, and service needs. At SDO CPA, basic bookkeeping starts around $300–$500 per month for a single entity. Full-service packages that include bookkeeping, tax planning, and advisory typically range from $1,000–$2,000 per month. We offer flat-rate pricing so you won't see surprise increases during busy months. Schedule a free consultation to get a custom quote.
The Texas franchise tax is a margin-based tax on businesses operating in the state. For 2024–2025 reports, businesses with annualized total revenue of $2.47 million or less owe no tax—but must still file ownership reports. If your revenue exceeds the threshold, rates are 0.375% for retail/wholesale businesses and 0.75% for most others. Businesses under $20 million can elect the simplified EZ Computation at 0.331%.
Even if your revenue is below the $2.47 million threshold and you owe no franchise tax, you still need to file a Public Information Report (PIR) or Ownership Information Report (OIR) by May 15 each year. Missing this deadline can result in penalties and potential forfeiture of your right to do business in Texas. A CPA also helps with federal tax obligations, bookkeeping accuracy, and strategic planning.
Texas franchise tax reports are due May 15 each year. If you need more time, you can request an extension, but any tax owed is still due by the original deadline to avoid penalties. Late filing incurs a $50 penalty, plus 5% of tax owed if paid 1–30 days late.
A bookkeeper records daily transactions, reconciles accounts, and maintains your financial records. A CPA (Certified Public Accountant) is a licensed professional who can prepare and sign tax returns, provide tax planning advice, represent you before the IRS, and offer strategic financial guidance. At SDO CPA, we provide bookkeeping services supported by CPA oversight so your books are accurate and tax-ready.
Yes. We work with QuickBooks Online, Xero, FreshBooks, and other cloud-based platforms. If you're using desktop software or spreadsheets, we can help you migrate to a cloud system for better real-time visibility. We also integrate with payroll platforms like Gusto and expense tools like Ramp.
Yes. While we're based in Duncanville, Texas, we serve clients across the state and nationwide through secure cloud-based tools and video consultations. Whether you're in Dallas, Houston, Austin, or operating remotely, we can support your tax and bookkeeping needs virtually.
Schedule a free consultation through our website. We'll discuss your business, current financial setup, and goals. From there, we'll provide a proposal with transparent pricing. Once you're on board, we'll handle onboarding—connecting to your accounts, setting up your books, and establishing a communication rhythm that works for you.
Ryan M., Agency Owner
Their hands-on, tech-forward approach keeps our finances optimized. I highly recommend SDO CPA for any Texas business looking to level up.
Alex R., Austin Tech Founder
SDO CPA has been a game-changer for our startup. Their streamlined bookkeeping and financial insights have helped us scale without the headache.
Local CPA Services Across Texas
We serve Texas businesses in person and virtually. Select your city for location-specific information:
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Ready to Work With a CPA Who Knows Texas?
Let's simplify your finances. Schedule a free consultation to learn how SDO CPA can help your Texas business scale—whether you're in Dallas, Houston, Austin, or anywhere across the Lone Star State.
