About SDO CPA
Strategic tax planning for partnerships and S-Corps. Big Four experience. Small firm responsiveness.
Why SDO CPA?
We focus on tax planning, not just tax filing. That’s the difference between compliance and strategy. We start conversations in October with ideas that may reduce what you owe—before year-end, when there’s still time to act.
- Focus: Partnerships and S-Corps are approximately 80% of our practice.
- Proactive: We bring you ideas. You don’t have to ask.
- Responsive: You’ll hear back within 1 business day.
- Year-round: We plan taxes year-round so April is boring.
Our Story
SDO CPA was founded in 2022 with a simple premise: small business owners deserve the same tax strategy that Fortune 500 companies get.
After 18+ years handling returns 10x more complex than most small businesses will ever see—including Big Four experience—Serena Do started SDO CPA to apply that expertise to owners who actually need it. The ones with partnerships, S-Corps, multiple entities, and real estate investments. The ones whose returns are too complex for seasonal preparers but not big enough for Big Four attention.
The result is a firm built around three principles:
- Planning beats filing. The best tax work happens in October, not April. We plan year-round so you’re never scrambling.
- Focus matters. We concentrate on partnerships and S-Corps. We don’t try to be everything to everyone.
- Response time is part of service. You’ll hear back within 1 business day. Your CPA disappearing from May to January isn’t acceptable.
Our Approach
We focus on partnerships and S-Corps because concentrating in specific areas allows us to stay current on the rules that matter most to our clients. Many clients find opportunities for tax savings when we review their situation with fresh eyes.
What We Do
Our services fall into three categories: tax planning, tax compliance, and bookkeeping. Everything we do is designed to help you pay less in taxes and make decisions from accurate numbers.
Strategic Tax Planning
Year-round planning to minimize what you owe. Not just filing. Actual strategy.
- Entity structure optimization
- S-Corp reasonable salary planning
- Partnership allocation strategies
- Year-end tax moves
- Quarterly estimated payment planning
- Multi-entity coordination
Tax Preparation
Accurate returns filed on time. Complex situations handled correctly.
- Partnership returns (Form 1065)
- S-Corp returns (Form 1120-S)
- Individual returns (Form 1040)
- Multi-state filings
- K-1 preparation and distribution
- Extension and deadline management
Bookkeeping & Accounting
Monthly financials that support tax planning, not just compliance.
- Monthly financial statements
- Accounts payable management
- Accounts receivable tracking
- Bank reconciliations
- Payroll processing
- Chart of accounts setup
Advisory Services
Ongoing guidance for decisions that affect your taxes and business.
- Entity selection (LLC vs S-Corp vs C-Corp)
- Buy/sell transaction planning
- Partner buyout structuring
- Compensation optimization
- Exit planning considerations
- Financial statement analysis
What We Don’t Do
SDO CPA focuses on tax and accounting services. We do not provide audit, review, or attestation services. If you need financial statements audited or reviewed by an independent CPA, we can refer you to firms that specialize in that work.
Who We Work With
We work best with business owners who have outgrown basic tax prep but don’t need a 100-person firm. Here’s who we serve well:
Partnership Owners
Real estate investors, professional practices, and joint ventures with 2+ partners. If your K-1s are a mess or you’re not sure if your structure is optimal, we can help.
S-Corp Owners
Service business owners with $200K-$2M revenue. If you’re confused about reasonable salary, missing QBI deductions, or your CPA doesn’t explain anything, we’re a good fit.
Multi-Entity Owners
Holding company + operating company + personal returns. Multiple entities need coordinated strategy. One return affects the others. We look at the whole picture.
Our Ideal Client
- Revenue: $150K to $5M annually
- Entity: Partnership or S-Corp (not sole proprietorship)
- Values: Expertise over price. Quality over speed.
- Wants: A year-round relationship, not an annual transaction
- Situation: Complex enough to benefit from focused expertise (multi-state, real estate, multiple entities)
We’re Probably Not the Right Fit If:
- You need simple W-2 return preparation
- Price is your primary selection criteria
- You just want someone to sign off on your DIY work
- Your business has under $100K in revenue
Our Approach
We believe the best tax work happens before year-end, not after. Here’s what that looks like in practice:
- Year-round engagement: We reach out in October to discuss year-end planning opportunities while there’s still time to act.
- Proactive communication: We bring ideas to you rather than waiting for questions.
- Clear explanations: We explain what’s in your return and why, so you understand your tax situation.
- Accessible service: We’re available throughout the year, not just during tax season.
- Planning focus: We look for opportunities to optimize your tax position before filing.
Why Planning Matters
Tax planning decisions made in October can have a meaningful impact on your April return. We focus on identifying opportunities while there’s still time to implement them.
Contact SDO CPA
214 S Main St, Suite 101-C
Duncanville, TX 75116
Frequently Asked Questions
What services does SDO CPA offer?
SDO CPA offers strategic tax planning, tax preparation, bookkeeping, and advisory services. Our focus areas include partnership taxation, S-Corp tax optimization, year-round tax planning, accounts payable/receivable management, payroll services, and financial statement preparation. We do not provide audit, review, or attestation services.
Who is SDO CPA best suited for?
SDO CPA works best with business owners who have partnerships, S-Corps, or multiple entities. Our typical clients have $150K-$5M in revenue and value expertise over price. We focus on complex situations including multi-state operations, real estate investments, and businesses that need year-round planning rather than just annual filing.
Where is SDO CPA located?
SDO CPA is based in Duncanville, Texas (Dallas area) at 214 S Main St, Suite 101-C. We serve clients throughout Texas and across the United States. Most client communication happens through our secure portal and video calls, so location doesn’t limit who we can serve.
Who founded SDO CPA?
SDO CPA was founded in 2022 by Serena Do, a licensed CPA with 18+ years of experience including Big Four background. The firm was started to bring Big Four-quality tax strategy to small business owners who deserve better than seasonal tax prep.
How is SDO CPA different from other CPA firms?
SDO CPA focuses on proactive tax planning rather than reactive filing. We concentrate on partnerships and S-Corps (approximately 80% of our practice), respond within 1 business day, and plan year-round so April isn’t stressful. We apply Big Four experience to help clients identify tax planning opportunities.
Does SDO CPA provide audit or attestation services?
No. SDO CPA focuses on tax planning, tax preparation, bookkeeping, and advisory services. We do not provide audit, review, or attestation services. Our focus is helping business owners identify tax planning opportunities through strategic planning and accurate financials.
What bookkeeping services does SDO CPA offer?
Our bookkeeping services include monthly financial statement preparation, accounts payable management, accounts receivable tracking, bank reconciliations, payroll processing, and chart of accounts setup. We use technology to keep your books accurate and up to date. Our bookkeeping is designed to support tax planning, not just compliance.
How do I contact SDO CPA?
You can reach SDO CPA by phone at (972) 296-0981. For new client inquiries, visit sdocpa.com/new to schedule a consultation.
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