Port St. Lucie CPA Firm for S-Corps & Small Businesses

Looking for a CPA in Port St. Lucie? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Port St. Lucie 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 Port St. Lucie 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 Port St. Lucie’s Healthcare, Construction, Retail economy. Whether you’re managing Rapid growth creating construction and real estate accounting complexity with multi-project cost tracking or capitalizing on One of Florida’s fastest-growing metros with 30%+ population growth driving sustained service business demand, SDO CPA provides the virtual accounting support your business needs.

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

Key Takeaways: Port St. Lucie CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Florida tax expertise — Florida has no state personal income tax, but the 5.5% corporate income tax applies to C-Corps with income over $50,000 planning and multi-state compliance
  • Industry focus — Specialized experience with Healthcare, Construction, Retail
  • 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 Port St. Lucie, FL

Port St. Lucie ranks among Florida’s fastest-growing cities, with 30%+ population growth over the past decade creating sustained demand for healthcare services, residential construction, and retail operations. The Tradition development along I-95 has attracted Cleveland Clinic’s Tradition Hospital, medical office complexes, and a commercial center that serves as the city’s emerging downtown. Along U.S. 1 and St. Lucie West Boulevard, hundreds of construction contractors, home service companies, and real estate firms manage the buildout of new subdivisions throughout St. Lucie County. The New York Mets’ spring training complex at Clover Park draws seasonal tourism revenue, while Keiser University and Indian River State College support education and workforce training. Healthcare has become the dominant employer, with HCA Florida St. Lucie Hospital, Cleveland Clinic Tradition, and dozens of specialty practices along the Gatlin Boulevard medical corridor. SDO CPA works with Port St. Lucie business owners across construction, healthcare, and retail to manage multi-project cost accounting, optimize entity structures for Florida’s no-income-tax environment, and track percentage-of-completion revenue for contractors. For rapidly growing businesses in the Tradition corridor, we provide monthly bookkeeping and CFO advisory scaled to your expansion pace.

Florida Tax Planning Tip

Florida has no personal income tax, making it ideal for S-Corp and partnership owners whose business income passes through to their personal return. However, C-Corps pay Florida’s 5.5% corporate income tax on income above $50,000. For most Florida business owners earning $150K+, the S-Corp structure saves $8,000-$25,000 annually in self-employment taxes alone.

Port St. Lucie is home to 11,000+ small businesses and a population of 245,036. From Healthcare, Construction, Retail to professional services, Port St. Lucie business owners need CPAs who understand Rapid growth creating construction and real estate accounting complexity with multi-project cost tracking and can provide year-round tax planning — not just compliance.

CPA Services for Port St. Lucie Businesses

Common Challenges for Port St. Lucie Business Owners

Challenge

Port St. Lucie businesses often face Rapid growth creating construction and real estate accounting complexity with multi-project cost tracking, 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 Port St. Lucie’s business environment, helping you handle Rapid growth creating construction and real estate accounting complexity with multi-project cost tracking with confidence.

Challenge

Many Port St. Lucie 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 Port St. Lucie 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 set up project-based accounting for our Port St. Lucie construction company and identified $41,000 in missed equipment deductions. Their monthly reports help us bid more accurately.”
— Anthony D., Residential construction company owner in Port St. Lucie

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

Book a call to discuss your Port St. Lucie 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 Port St. Lucie Business Owners Choose SDO CPA

Florida Tax Expertise

We understand Florida has no state personal income tax, but the 5.5% corporate income tax applies to C-Corps with income over $50,000 and help Port St. Lucie 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 Port St. Lucie 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 Port St. Lucie?
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 Port St. Lucie business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Port St. Lucie 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 Healthcare businesses?
Yes. Port St. Lucie’s Healthcare 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 Port St. Lucie businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Port St. Lucie businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Port St. Lucie 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 Port St. Lucie business during your free consultation. Learn about our bookkeeping services.

Resources for Port St. Lucie Business Owners

Also Serving Treasure Coast

SDO CPA provides virtual CPA services to businesses throughout Treasure Coast and Florida.

Ready to Work With a CPA Who Understands Port St. Lucie Businesses?

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

Schedule a Call
Licensing & Service Disclaimer: SDO CPA LLC is a Texas-licensed CPA firm serving clients in Florida under CPA practice mobility provisions. We do not maintain a physical office in Florida — all services are delivered remotely via secure video, phone, and digital collaboration tools. SDO CPA does not hold a CPA license in Florida. 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).