Highland Village CPA Firm for S-Corps & Small Businesses

Looking for a CPA in Highland Village? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Highland Village businesses specializing in S-Corps and partnerships. We provide upfront estimates — if scope changes, we discuss it first. Schedule a free consultation.
Serena Do, CPA — Managing Partner of SDO CPA

Serena Do, CPA

Managing Partner | Duncanville, TX (Serving Highland Village Virtually)

18+ Years Experience | AICPA Member

Licensed CPA — Texas State Board of Public Accountancy

With 18+ years of experience helping business owners across the country, I bring specialized expertise to Highland Village’s Professional Services, Retail, Healthcare economy. Whether you’re managing Limited commercial zoning and high residential character restrict business development or capitalizing on Affluent demographics and Lewisville Lake proximity create premium service market opportunities, SDO CPA provides the virtual accounting support your business needs.

We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for Highland Village business owners who want proactive guidance — not just annual tax filing.

Key Takeaways: Highland Village 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, Retail, Healthcare
  • 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 Highland Village, TX

Highland Village’s 1,100+ businesses serve an affluent residential community with median household income exceeding $135,000, with professional services and specialty retail concentrated along FM 407 and the Shops at Highland Village. The city’s limited commercial zoning and lakeside location create premium positioning for businesses serving upscale clientele. SDO CPA helps Highland Village professional service providers structure S-Corp compensation strategies that balance reasonable salary requirements against self-employment tax savings while preserving qualified business income deduction eligibility. For healthcare practices serving the Highland Village market, we analyze whether concierge medicine models deliver better economics than traditional insurance-based practices, considering membership fee treatment, reduced overhead, and direct primary care tax implications. Our team assists retailers in the Shops at Highland Village in implementing point-of-sale systems that properly track Denton County’s multi-jurisdiction sales tax, including city, county, transit authority, and special district levies totaling 8.25%. With office space commanding $24-28 per square foot in premium FM 407 locations, we help professional service firms evaluate whether Highland Village’s affluent client base justifies the rent premium compared to neighboring Flower Mound and Lewisville alternatives.

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.

Highland Village is home to 1,100+ small businesses and a population of 16,701. From Professional Services, Retail, Healthcare to professional services, Highland Village business owners need CPAs who understand Limited commercial zoning and high residential character restrict business development and can provide year-round tax planning — not just compliance.

CPA Services for Highland Village Businesses

Common Challenges for Highland Village Business Owners

Challenge

Highland Village businesses often face Limited commercial zoning and high residential character restrict business development, 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 Highland Village’s business environment, helping you handle Limited commercial zoning and high residential character restrict business development with confidence.

Challenge

Many Highland Village 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 Highland Village 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 restructured my financial planning practice as an S-Corp with a Solo 401(k), reducing my tax bill by $33,000 while setting up compliant home office deductions under Highland Village zoning rules.”
— Stephanie H., Fee-Only Financial Planning in Highland Village

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

Book a call to discuss your Highland Village business, current financial setup, and goals.

2

Get Your Custom Proposal

Receive a clear proposal with upfront estimates — if scope changes, we discuss it first.

3

Seamless Onboarding

We connect to your QuickBooks or Xero and organize your books within 30 days.

4

Ongoing Partnership

Monthly reports, proactive tax planning, and year-round CPA access.

Why Highland Village 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 Highland Village 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 Highland Village 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

How much does a CPA cost for a small business in Highland Village?
At SDO CPA, bookkeeping starts at $300-$500 per month for a single entity. Full-service packages including bookkeeping, tax planning, and advisory range from $1,000-$2,000 per month with upfront estimates — if scope changes, we discuss it first. View our pricing.
Can a virtual CPA serve my Highland Village business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Highland Village businesses through secure cloud-based tools including QuickBooks Online, Gusto, and encrypted document sharing with the same quality as a local firm.
Do you specialize in Professional Services businesses?
Yes. Highland Village’s Professional Services sector has unique accounting needs including industry-specific deductions, revenue recognition, and compliance requirements that we address with tailored solutions.
What is the difference between a bookkeeper and a CPA?
A bookkeeper records transactions and maintains financial records. A CPA is a state-licensed professional who can prepare and sign tax returns, provide tax planning advice, represent you before the IRS, and offer strategic financial guidance that bookkeepers cannot.
Do you offer fractional CFO services for Highland Village businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Highland Village businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Highland Village business be an S-Corp or LLC?
It depends on your net income. Generally, businesses earning over $60,000 in net profit may save on self-employment taxes by electing S-Corp status. Use our S-Corp tax calculator to estimate savings, then schedule a consultation for personalized analysis.
How quickly does SDO CPA respond to questions?
We respond to all client inquiries within one business day. For urgent tax matters, we prioritize same-day responses. You’ll have direct access to your CPA — no call centers or gatekeepers.
What accounting software do you work with?
We work with QuickBooks Online, Xero, Gusto for payroll, and Ramp for expense management. We’ll recommend the best setup for your Highland Village business during your free consultation. Learn about our bookkeeping services.

Resources for Highland Village 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 Highland Village Businesses?

Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.

Schedule a Call
Licensing Disclaimer: SDO CPA LLC is a Texas-registered CPA firm. Our team provides tax preparation, bookkeeping, and advisory services to clients nationwide. Services requiring CPA licensure are performed by Texas-licensed CPAs. We do not provide attest services (audits, reviews, or compilations). Per Texas State Board of Public Accountancy regulations (22 TAC §501.82).