CPA Services in Peoria for S-Corps & Small Businesses

Looking for a CPA in Peoria? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Peoria 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 Peoria 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 Peoria’s Retail, Healthcare, Professional Services economy. Whether you’re managing Managing TPT compliance for multi-location retail businesses expanding across Peoria’s dispersed commercial centers or capitalizing on Rapid residential growth driving demand for professional services with strong recurring revenue models, SDO CPA provides the virtual accounting support your business needs.

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

Key Takeaways: Peoria CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Arizona tax expertise — Arizona has a flat 2.5% income tax rate with 5.6% transaction privilege tax (TPT) planning and multi-state compliance
  • Industry focus — Specialized experience with Retail, Healthcare, Professional Services
  • 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 Peoria, AZ

Peoria anchors the Northwest Valley as one of Arizona’s fastest-growing cities, with over 5,200 businesses serving a rapidly expanding population of 191,000+ residents. The city’s retail sector — concentrated in the Park West area, Arrowhead Towne Center, and Old Town Peoria — generates substantial revenue but requires careful Transaction Privilege Tax compliance across multiple commercial districts and tax jurisdictions. Peoria’s healthcare industry, including urgent care centers, medical practices, and specialty clinics, benefits from S-Corp structuring to optimize physician and provider compensation under Arizona’s favorable 2.5% flat income tax rate. Professional service firms serving Peoria’s affluent residential communities — from financial advisors to legal practices — must navigate TPT requirements on consulting and advisory services. Commercial real estate investors acquiring properties in high-growth corridors like the Loop 101 and Lake Pleasant Parkway areas can leverage cost segregation studies to accelerate depreciation deductions. SDO CPA serves Peoria business owners with expertise in multi-location retail TPT management, medical practice tax planning, professional service firm accounting, and real estate investment strategies for Northwest Valley commercial properties. From Park West retail to Vistancia area services, we provide tailored accounting for Peoria’s growth.

Arizona Tax Planning Tip

Arizona’s flat 2.5% individual income tax rate (effective 2023) is one of the lowest in the nation. For S-Corp and partnership owners, this means pass-through income faces minimal state tax. However, Arizona’s Transaction Privilege Tax (TPT) — the state’s version of sales tax — applies to many services that other states exempt, so verify your business activities aren’t triggering unexpected TPT obligations.

Peoria is home to 5,200+ small businesses and a population of 190,985. From Retail, Healthcare, Professional Services to professional services, Peoria business owners need CPAs who understand Managing TPT compliance for multi-location retail businesses expanding across Peoria’s dispersed commercial centers and can provide year-round tax planning — not just compliance.

CPA Services for Peoria Businesses

Common Challenges for Peoria Business Owners

Challenge

Peoria businesses often face Managing TPT compliance for multi-location retail businesses expanding across Peoria’s dispersed commercial centers, 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 Peoria’s business environment, helping you handle Managing TPT compliance for multi-location retail businesses expanding across Peoria’s dispersed commercial centers with confidence.

Challenge

Many Peoria 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 Peoria 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 operate three retail locations across Peoria and were struggling with TPT filing across different jurisdictions. SDO CPA streamlined our compliance and identified deductions we’d been missing. Excellent service.”
— Michelle D., Retail chain owner in Peoria

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

Book a call to discuss your Peoria 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 Peoria Business Owners Choose SDO CPA

Arizona Tax Expertise

We understand Arizona has a flat 2.5% income tax rate with 5.6% transaction privilege tax (TPT) and help Peoria 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 Peoria 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 Peoria?
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 Peoria business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Peoria 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 Retail businesses?
Yes. Peoria’s Retail 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 Peoria businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Peoria businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Peoria 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 Peoria business during your free consultation. Learn about our bookkeeping services.

Resources for Peoria Business Owners

Also Serving Phoenix Metropolitan Area

SDO CPA provides virtual CPA services to businesses throughout Phoenix Metropolitan Area and Arizona.

Ready to Work With a CPA Who Understands Peoria 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 Arizona under CPA practice mobility provisions. We do not maintain a physical office in Arizona — all services are delivered remotely via secure video, phone, and digital collaboration tools. SDO CPA does not hold a CPA license in Arizona. 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).