San Antonio CPA Firm for S-Corps & Small Businesses
With 18+ years of experience helping business owners across the country, I bring specialized expertise to San Antonio’s Military, Healthcare, Technology economy. Whether you’re managing military contractor compliance and multi-entity medical practices or capitalizing on San Antonio’s growing tech hub and tourism-driven revenue, SDO CPA provides the virtual accounting support your business needs.
We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for San Antonio business owners who want proactive guidance — not just annual tax filing.
Key Takeaways: San Antonio 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 Military, Healthcare, Technology
- 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 San Antonio, TX
San Antonio’s economy is anchored by a massive military presence. Joint Base San Antonio, which includes Lackland AFB, Randolph AFB, and Fort Sam Houston, pumps over $49 billion annually into the region and supports thousands of military contractors and defense subcontractors. These businesses face unique compliance requirements including DCAA audit readiness, cost accounting standards, and contract-specific revenue recognition that general CPAs rarely encounter.
The South Texas Medical Center, one of the largest medical complexes in the world, drives a thriving healthcare economy. Physicians and medical practice owners along the Fredericksburg Road corridor manage multi-entity structures separating clinical operations from real estate holdings, requiring careful tax planning around reasonable compensation, retirement plan contributions, and entity selection. San Antonio’s franchise tax obligations add another layer when medical practices exceed the $2.47 million revenue threshold.
SDO CPA works with San Antonio business owners in the Port SA tech hub, the Pearl District’s growing restaurant and hospitality cluster, and the Stone Oak commercial corridor. We provide monthly bookkeeping and fractional CFO services scaled to your growth stage, with specialized experience in military contractor compliance, healthcare entity structuring, and hospitality franchise tax planning.
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 San Antonio businesses overpay because they default to the E-Z rate without running both calculations.
CPA Services for San Antonio 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 San Antonio businesses.
S-Corp Tax Services
Reasonable compensation analysis, QBI optimization, and S-Corp election guidance for San Antonio business owners.
Common Challenges for San Antonio Business Owners
Challenge
San Antonio businesses often face military contractor compliance and multi-entity medical practices, 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 San Antonio’s business environment, helping you handle military contractor compliance and multi-entity medical practices with confidence.
Challenge
Many San Antonio 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 San Antonio 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.
“We’re a defense subcontractor near Lackland, and SDO CPA understood our cost accounting requirements from day one. They restructured our entity setup and saved us $18,400 in franchise tax in the first year.”— Carlos T., Defense contractor in San Antonio
How to Get Started With SDO CPA
Schedule Your Free Consultation
Book a call to discuss your San Antonio 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 San Antonio 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 San Antonio 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 San Antonio 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 San Antonio Business Owners
Also Serving South-Central Texas
SDO CPA provides virtual CPA services to businesses throughout South-Central Texas and Texas.
Ready to Work With a CPA Who Understands San Antonio Businesses?
Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.
Schedule a Call