Roswell CPA Firm for S-Corps & Small Businesses
With 18+ years of experience helping business owners across the country, I bring specialized expertise to Roswell’s Healthcare, Professional Services, Retail economy. Whether you’re managing Healthcare practice owners balancing clinical operations with complex multi-provider entity structuring or capitalizing on Historic Canton Street district attracting boutique retailers and restaurant operators with strong foot traffic, SDO CPA provides the virtual accounting support your business needs.
We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for Roswell business owners who want proactive guidance — not just annual tax filing.
Key Takeaways: Roswell CPA Services
- Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
- Georgia tax expertise — Georgia has a graduated state income tax (1% to 5.49%) that applies to pass-through entity income planning and multi-state compliance
- Industry focus — Specialized experience with Healthcare, Professional Services, 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 Roswell, GA
Roswell combines a thriving small business scene with a substantial professional services and healthcare economy in North Fulton County. The historic Canton Street district has become one of metro Atlanta’s premier dining and shopping destinations, attracting boutique retailers, farm-to-table restaurants, and specialty shops that generate strong year-round foot traffic. Along Alpharetta Highway and Holcomb Bridge Road, medical practices, dental groups, and outpatient surgery centers serve the affluent residential communities throughout East and West Roswell. North Fulton Hospital (Wellstar) and its affiliated physician groups anchor the healthcare employment base, while the Mansell Road and Hembree Road office corridors house dozens of consulting firms, insurance agencies, and financial planning practices. Roswell’s mixed-use developments at Roswell Town Center and along Atlanta Street are drawing coworking spaces, creative agencies, and technology consultancies to the city’s walkable core. SDO CPA works with Roswell business owners across healthcare, professional services, and retail to structure multi-provider medical practices, manage sales tax compliance for retail operations, and optimize Georgia’s PTET election for pass-through entity owners. For medical practice owners and professional service firms along the Alpharetta Highway corridor, we provide monthly bookkeeping and tax planning tailored to practice economics.
Georgia Tax Planning Tip
Georgia’s graduated income tax tops out at 5.49% for income above $10,000. S-Corp owners should calculate whether Georgia’s pass-through entity tax election (PTET) provides a federal deduction that offsets the SALT cap. For businesses generating $200K+ in Georgia-source income, the PTET election can save $5,000-$15,000 annually.
CPA Services for Roswell Businesses
Business Tax Preparation
Federal and Georgia 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 Roswell businesses.
S-Corp Tax Services
Reasonable compensation analysis, QBI optimization, and S-Corp election guidance for Roswell business owners.
Common Challenges for Roswell Business Owners
Challenge
Roswell businesses often face Healthcare practice owners balancing clinical operations with complex multi-provider entity structuring, 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 Roswell’s business environment, helping you handle Healthcare practice owners balancing clinical operations with complex multi-provider entity structuring with confidence.
Challenge
Many Roswell 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 Roswell 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 helped our Roswell dental practice restructure from an LLC to an S-Corp and saved us $31,000 in self-employment taxes. Their monthly bookkeeping keeps our finances clean for multiple providers.”— Sarah C., Dental practice owner in Roswell
How to Get Started With SDO CPA
Schedule Your Free Consultation
Book a call to discuss your Roswell 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 Roswell Business Owners Choose SDO CPA
Georgia Tax Expertise
We understand Georgia has a graduated state income tax (1% to 5.49%) that applies to pass-through entity income and help Roswell 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 Roswell 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 Roswell Business Owners
Also Serving Atlanta Metro/North Fulton
SDO CPA provides virtual CPA services to businesses throughout Atlanta Metro/North Fulton and Georgia.
Ready to Work With a CPA Who Understands Roswell Businesses?
Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.
Schedule a Call