Richardson CPA Firm for S-Corps & Small Businesses
With 18+ years of experience helping business owners across the country, I bring specialized expertise to Richardson’s Technology, Telecommunications, Financial Services economy. Whether you’re managing R&D tax credit documentation, equity compensation planning, and SaaS revenue recognition or capitalizing on Texas’s zero state income tax advantage in the Telecom Corridor with 5,700+ companies and 97% tech employment growth, SDO CPA provides the virtual accounting support your business needs.
We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for Richardson business owners who want proactive guidance — not just annual tax filing.
Key Takeaways: Richardson CPA Services
- Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
- Texas tax expertise — Texas has no state income tax, but franchise tax (margin tax) applies to most businesses planning and multi-state compliance
- Industry focus — Specialized experience with Technology, Telecommunications, Financial Services
- Transparent pricing — Upfront estimates starting at $300/month; if scope changes, we discuss it first
- Responsive support — Direct CPA access, same-day responses
Accounting & Tax Services in Richardson, TX
Richardson’s Telecom Corridor, now rebranded as the Innovation Quarter, is home to more than 5,700 companies including 600 technology firms. Major players like AT&T, Ericsson, Samsung, Fujitsu, and Texas Instruments anchor a technology ecosystem that accounts for over 130,000 jobs and 25 million square feet of office space. With UT Dallas driving research and startup incubation, tech employment in Richardson grew 97% from 2018 to 2023, making it one of the fastest-growing innovation hubs in the Southwest.
Texas franchise tax (margin tax) affects most Richardson businesses with revenue over $2.47 million, and technology companies face additional complexity with R&D tax credits, capitalized software development costs, and equity compensation for founders and employees. SaaS companies managing subscription revenue need proper revenue recognition, while startups preparing for venture capital funding require investor-ready financial statements and clean cap table accounting. Richardson’s biotech cluster around UT Dallas adds grant accounting and clinical trial compliance needs.
SDO CPA works with Richardson business owners across technology, telecommunications, and financial services to structure entities, optimize S-Corp reasonable compensation, and manage the interplay between federal tax obligations and Texas franchise tax. For businesses in the Innovation Quarter or along the Central Expressway corridor, we provide monthly bookkeeping and fractional CFO services scaled to your stage of growth.
Texas Tax Planning Tip
Texas doesn’t have a state income tax, but the Texas franchise tax (margin tax) applies to businesses with revenue above $2.47 million. S-Corp and partnership owners should analyze whether the E-Z Computation rate (0.331% of revenue) or the standard rate (0.75% of margin) produces a lower tax bill. Many Richardson businesses overpay because they default to the E-Z rate without running both calculations.
CPA Services for Richardson Businesses
Business Tax Preparation
Federal and Texas business tax returns for LLCs, S-Corps, partnerships, and sole proprietors.
Bookkeeping & Accounting
Monthly bookkeeping, bank reconciliation, and financial statements using QuickBooks or Xero.
Payroll Services
Full-service payroll processing, tax deposits, and quarterly filings through Gusto integration.
Tax Planning & Strategy
Proactive tax planning to minimize liability through entity selection, retirement contributions, and timing strategies.
Fractional CFO
Cash flow forecasting, budgeting, and financial strategy for growing Richardson businesses.
S-Corp Tax Services
Reasonable compensation analysis, QBI optimization, and S-Corp election guidance for Richardson business owners.
Common Challenges for Richardson Business Owners
Challenge
Richardson businesses often face R&D tax credit documentation, equity compensation planning, and SaaS revenue recognition, making tax planning and cash flow management more complex than standard approaches allow.
Our Approach
We provide proactive tax planning and fractional CFO services tailored to Richardson’s business environment, helping you handle R&D tax credit documentation, equity compensation planning, and SaaS revenue recognition with confidence.
Challenge
Many Richardson business owners struggle to get timely responses from their CPA, especially during busy seasons when questions are most urgent.
Our Approach
SDO CPA provides direct access to your CPA team with same-day response times. No call centers, no waiting weeks for answers.
Challenge
Tax preparation alone doesn’t help Richardson business owners understand their financial position or make informed decisions throughout the year.
Our Approach
We deliver monthly financial reports with actionable insights, helping you understand cash flow, profitability, and tax liability before year-end.
“SDO CPA documented our R&D tax credits and helped us prepare clean financials for our Series A. Their team understands SaaS metrics and tech company accounting inside and out.”— Priya N., Tech startup founder in Richardson
How to Get Started With SDO CPA
Schedule Your Free Consultation
Book a call to discuss your Richardson business, current financial setup, and goals.
Get Your Custom Proposal
Receive a clear proposal with upfront estimates — if scope changes, we discuss it first.
Seamless Onboarding
We connect to your QuickBooks or Xero and organize your books within 30 days.
Ongoing Partnership
Monthly reports, proactive tax planning, and year-round CPA access.
Why Richardson Business Owners Choose SDO CPA
Texas Tax Expertise
We understand Texas has no state income tax, but franchise tax (margin tax) applies to most businesses and help Richardson businesses maximize tax advantages while managing federal obligations and multi-state complexity.
Transparent Pricing
Clear monthly estimates for standard services. We scope your needs upfront and communicate before any additional work. See our pricing.
Cloud-Based & Virtual
Access your financials anywhere. We work with QuickBooks Online, Xero, Gusto, and Ramp to keep your Richardson business running smoothly.
S-Corp & Partnership Specialists
Our clients are pass-through entity owners. We handle reasonable compensation analysis, K-1 preparation, QBI optimization, and entity selection.
Responsive Communication
Get answers when you need them. Our team responds within one business day, and you’ll have direct access to your CPA.
Frequently Asked Questions
Resources for Richardson Business Owners
Also Serving the Dallas-Fort Worth Metroplex
SDO CPA provides virtual CPA services to businesses throughout the Dallas-Fort Worth Metroplex and Texas.
Ready to Work With a CPA Who Understands Richardson Businesses?
Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.
Schedule a Call