Accounting Services for Business Owners Who Want More Than Tax Prep
Big Four expertise. Small firm responsiveness. Year-round tax planning, not just April scrambles.
What Sets Us Apart
- Year-round planning, not reactive filing. Your CPA should call you in October. Not March.
- Partnership and S-Corp specialists. It’s our specialty, not a side service.
- Big Four background (EY, KPMG) now applied to businesses under $5M.
- Transparent estimates. Know what to expect before we start.
- 1 business day response. You won’t wait for answers.
How We Work With You Year-Round
We call you in October to discuss year-end planning moves. Not just March when it’s too late to optimize.
We bring you proactive ideas: “Here’s how to save $20,000 next year with a retirement plan restructure. Let’s model it.”
We analyze your numbers, identify opportunities, and execute strategies that reduce your tax bill. That’s strategic planning, not just compliance.
Accounting Services We Provide
Strategic Tax Planning
Year-round planning that actually reduces your bill. Entity structure optimization, retirement strategies, year-end moves that matter.
- S-Corp reasonable salary optimization
- QBI deduction maximization
- Retirement contribution planning
- Entity structure analysis
S-Corporation Tax Services
Complete S-Corp compliance plus the planning that reduces self-employment tax and maximizes deductions.
- Form 1120S preparation
- Shareholder K-1s
- Reasonable salary determination
- Payroll coordination
Partnership Tax Services
Complex partnership returns with proper basis tracking, special allocations, and K-1 preparation that won’t fail an audit.
- Form 1065 preparation
- Partner K-1s and basis tracking
- Special allocation compliance
- Multi-state filing
Bookkeeping Services
Fast monthly close, not 30-day delays. Clean books that actually help you make decisions and reduce year-end scrambles.
- Monthly transaction categorization
- Bank & credit card reconciliation
- Financial statements (P&L, Balance Sheet)
- Tax-ready books year-round
Outsourced Accounting
Your virtual back office. Bill pay, invoicing, sales tax, and complete AP/AR management without the overhead of in-house staff.
- Accounts payable management
- Accounts receivable & invoicing
- Sales tax compliance
- Payroll integration & reporting
Payroll Services
Payroll that coordinates with your tax strategy. Not a separate vendor who doesn’t know your situation.
- Payroll processing & direct deposit
- Federal & state tax filings
- Quarterly 941/940 returns
- Year-end W-2s and 1099s
Fractional CFO Services
Strategic financial leadership without the full-time CFO cost. Cash flow forecasting, KPI tracking, and decisions backed by data.
- Financial forecasting & budgeting
- Cash flow management
- KPI dashboards
- Strategic financial planning
Specialized Services
Real Estate CPA Services
Investors, landlords, and syndicators. Cost segregation, 1031 exchanges, rental property optimization.
Construction Accounting
Job costing, WIP reporting, percentage of completion. Built for contractors.
Startup CPA Services
Entity formation, R&D credits, founder-friendly accounting from day one.
International Tax Services
FBAR, Form 5471, Form 5472, foreign partnerships. Cross-border compliance.
Why Business Owners Choose SDO CPA
Big Four Background, Small Firm Access
Our team includes former EY and KPMG professionals. The same strategies used by Fortune 500 companies, now applied to businesses under $5M. You talk to the partner, not a junior who’s learning on your dime.
Partnership & S-Corp Specialists
We specialize in partnerships and S-Corps. That means we’ve seen your situation before. We’re not learning complex allocations or reasonable salary rules on your return.
Proactive, Not Reactive
We bring ideas to you. Year-end planning calls. Retirement strategy reviews. Entity structure optimization. Not just “send your documents in March.”
Response Time That Respects Your Time
Average response: within 1 business day. Because waiting 5 days for your CPA to answer a simple question isn’t professional service.
Stop Overpaying. Start Planning.
Get a CPA who brings you ideas, not just tax returns. Schedule a consultation to see how we can reduce your tax bill and clean up your books.
Schedule Your ConsultationOr call us directly: (972) 296-0981
Frequently Asked Questions
What’s the difference between a bookkeeper and a CPA?
A bookkeeper records transactions and maintains your books. A CPA is a licensed professional who can prepare tax returns, represent you before the IRS, and provide strategic tax planning. For business owners, you typically need both: clean books plus someone who knows how to use them to reduce your tax bill.
Should my S-Corp have a separate CPA from my personal taxes?
No. Your S-Corp flows through to your personal return. Using the same CPA for both means better coordination on reasonable salary, retirement contributions, and QBI deduction optimization. Splitting them creates gaps where tax savings fall through.
How much does a CPA cost for a small business?
Tax preparation for S-Corps and partnerships typically ranges from $1,500 to $4,000+ depending on complexity. Monthly bookkeeping runs $300-$1,500 based on transaction volume. We provide upfront estimates so you know what to expect before we start. See our pricing page for more details.
What’s included in your bookkeeping services?
Monthly transaction categorization, bank and credit card reconciliation, financial statement preparation (P&L, balance sheet), accounts receivable/payable tracking, and a monthly review call. We also prepare your books for tax season so there’s no scramble in March.
Do you work with businesses outside of Texas?
Yes. We serve clients in all 50 states. Everything works virtually through our secure client portal. About 40% of our clients are outside Texas. See our locations page for more.
When should I switch from a sole proprietorship to an S-Corp?
Generally when your net self-employment income consistently exceeds $50,000-$60,000 annually. The S-Corp election can save 15.3% self-employment tax on a portion of your income. But there are costs (payroll, additional filings) that need to offset. We model both scenarios before recommending a switch. Try our S-Corp calculator for an estimate.
Related Resources
Ready to Work with a CPA Who Actually Plans?
Schedule a consultation. We’ll analyze your situation and tell you exactly how we can help. No obligation, no pressure.
Get Started