Boulder CPA Firm for S-Corps & Small Businesses

Looking for a CPA in Boulder? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Boulder 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 Boulder 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 Boulder’s Technology, Aerospace, Natural Foods economy. Whether you’re managing Navigating Boulder’s unique local taxes including the Climate Action Plan tax and managing high operating costs while competing for venture capital and tech talent in Colorado’s most expensive business market or capitalizing on Maximizing R&D tax credits for Boulder’s concentration of aerospace, biotech, and software companies while leveraging the city’s access to University of Colorado research partnerships and venture capital networks, SDO CPA provides the virtual accounting support your business needs.

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

Key Takeaways: Boulder CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Colorado tax expertise — Colorado has a 4.4% flat income tax with 2.9% state sales tax and 4.4% corporate rate planning and multi-state compliance
  • Industry focus — Specialized experience with Technology, Aerospace, Natural Foods
  • 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 Boulder, CO

Boulder’s innovation economy centers on technology and aerospace with companies like Ball Aerospace, Google Boulder, and hundreds of startups generating $14.4 billion in annual economic output from Boulder County. The city’s proximity to University of Colorado Boulder creates robust research partnerships and R&D opportunities—qualifying expenses often exceed $500,000 annually for aerospace engineering firms and biotech startups, generating significant federal and Colorado R&D tax credits. Boulder businesses navigate the city’s 3.86% sales tax plus Boulder County’s additions for a total of 8.31%, along with Boulder-specific taxes including a 0.3% Climate Action Plan tax on electricity use. Software companies in the Pearl Street area and Boulder Tech Center face entity structuring decisions critical for venture-backed startups—Delaware C-Corp vs. pass-through entities under Colorado’s flat 4.4% tax rate. Natural foods companies including Boulder Brands navigate complex inventory accounting and multi-state distribution compliance. SDO CPA serves Boulder entrepreneurs with specialized expertise in venture-backed startup tax planning, R&D credit optimization for aerospace and biotech ventures, equity compensation strategies for high-growth companies, and partnership taxation for Boulder’s numerous LLC-structured startups.

Colorado Tax Planning Tip

Colorado’s flat 4.4% income tax rate applies to both individuals and corporations equally. For S-Corp owners, pass-through income is taxed at this flat rate with no brackets to worry about. However, Colorado’s patchwork of local sales tax jurisdictions — over 70 home-rule cities with their own rates — makes sales tax compliance complex. Use Colorado’s Sales & Use Tax System (SUTS) to simplify multi-jurisdiction filing.

Boulder is home to 11,400+ small businesses and a population of 105,898. From Technology, Aerospace, Natural Foods to professional services, Boulder business owners need CPAs who understand Navigating Boulder’s unique local taxes including the Climate Action Plan tax and managing high operating costs while competing for venture capital and tech talent in Colorado’s most expensive business market and can provide year-round tax planning — not just compliance.

CPA Services for Boulder Businesses

Common Challenges for Boulder Business Owners

Challenge

Boulder businesses often face Navigating Boulder’s unique local taxes including the Climate Action Plan tax and managing high operating costs while competing for venture capital and tech talent in Colorado’s most expensive business market, 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 Boulder’s business environment, helping you handle Navigating Boulder’s unique local taxes including the Climate Action Plan tax and managing high operating costs while competing for venture capital and tech talent in Colorado’s most expensive business market with confidence.

Challenge

Many Boulder 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 Boulder 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 us structure our biotech startup to preserve R&D credits through our Series A funding and planned our ISO grant strategy to minimize tax impact for employees. Exceptional technical expertise.”
— Dr. Amanda C., Biotech startup founder near CU Boulder in Boulder

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

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

Colorado Tax Expertise

We understand Colorado has a 4.4% flat income tax with 2.9% state sales tax and 4.4% corporate rate and help Boulder 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 Boulder 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 Boulder?
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 Boulder business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Boulder 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 Technology businesses?
Yes. Boulder’s Technology 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 Boulder businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Boulder businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Boulder 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 Boulder business during your free consultation. Learn about our bookkeeping services.

Resources for Boulder Business Owners

Also Serving Boulder-Longmont Metropolitan Area

SDO CPA provides virtual CPA services to businesses throughout Boulder-Longmont Metropolitan Area and Colorado.

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