Addison CPA Firm for S-Corps & Small Businesses
With 18+ years of experience helping business owners across the country, I bring specialized expertise to Addison’s Professional Services, Hospitality, Technology economy. Whether you’re managing High commercial property costs and intense competition from nearby Dallas and Richardson or capitalizing on Addison Airport and hotel/restaurant cluster create strong business services and hospitality market, SDO CPA provides the virtual accounting support your business needs.
We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for Addison business owners who want proactive guidance — not just annual tax filing.
Key Takeaways: Addison 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 Professional Services, Hospitality, 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 Addison, TX
Addison’s 4,800+ businesses operate in one of the Metroplex’s most concentrated commercial environments, with Class A office towers along the Dallas North Tollway, Addison Airport’s private aviation cluster, and over 200 restaurants creating a vibrant business ecosystem. The town’s unique structure—15,000+ daytime workers but only 16,000 residents—creates heavy reliance on property and sales tax revenue rather than residential property taxes. SDO CPA helps Addison hospitality businesses navigate the Texas Mixed Beverage Tax and hotel occupancy tax requirements, ensuring proper reporting across city, county, and state levies totaling 15% for hotels. For professional service firms in the Quorum Drive office corridor, we structure multi-partner LLCs to optimize income allocation while preserving qualified business income deduction benefits for high-earning professionals. Our team assists technology companies in the Addison office market—where Class A space commands $32-38 per square foot—in analyzing whether R&D tax credits from software development activities justify the documentation burden. With Addison Airport creating unique opportunities for aviation businesses, we help aircraft management companies, charter operators, and FBO service providers navigate the complex tax treatment of aircraft ownership, depreciation, and interstate commerce apportionment.
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.
CPA Services for Addison 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 Addison businesses.
S-Corp Tax Services
Reasonable compensation analysis, QBI optimization, and S-Corp election guidance for Addison business owners.
Common Challenges for Addison Business Owners
Challenge
Addison businesses often face High commercial property costs and intense competition from nearby Dallas and Richardson, 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 Addison’s business environment, helping you handle High commercial property costs and intense competition from nearby Dallas and Richardson with confidence.
Challenge
Many Addison 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 Addison 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 saved our restaurant group $47,000 by restructuring our mixed beverage tax procedures, implementing cost segregation on our build-outs, and setting up a proper multi-entity structure for liability protection.”— Gregory T., Restaurant Group (4 locations) in Addison
How to Get Started With SDO CPA
Schedule Your Free Consultation
Book a call to discuss your Addison 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 Addison 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 Addison 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 Addison 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 Addison Business Owners
Also Serving Dallas-Fort Worth Metroplex
SDO CPA provides virtual CPA services to businesses throughout Dallas-Fort Worth Metroplex and Texas.
Ready to Work With a CPA Who Understands Addison Businesses?
Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.
Schedule a Call