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Take Control of Your Business Finances – From LLC to S-Corp
Get strategic tax preparation from former Big 4 CPAs who understand the complexities of business returns.
No credit card required.
We handle returns for LLCs, S-Corps, C-Corps, Partnerships, and sole proprietorships with expertise gained from decades of experience.
Work with the same CPA team throughout the year for tax planning, not just filing – avoiding the scramble at tax time.
Our CPAs identify opportunities to reduce your tax burden through legitimate deductions and strategic entity structuring.
1.
We start with understanding your business structure, industry, and unique tax situation to create a customized approach for maximum savings.
2.
Securely upload your financial statements, QuickBooks files, and tax documents. We'll review everything and identify opportunities.
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Your dedicated CPA prepares your return, which you then review, and then we file electronically for faster processing.
We focus on delivering strategic value beyond basic compliance. Our team becomes your trusted tax advisor, helping you make informed decisions that minimize taxes while supporting growth.
Managing Partner
Former Tax Manager at EY LLP with experience at KPMG. Specializes in business tax strategy and multi-state filings.
Advisor
Accountant
Accountant
Entity-Specific Expertise
Navigate pass-through taxation and multi-member complexity
Optimize reasonable compensation and distributions
Minimize double taxation impact
Minimize double taxation impact
Maximize deductions for sole proprietors
Professional Services | Real Estate | Retail & E-commerce | Construction | Healthcare | Technology | Restaurants | Manufacturing
We understand the unique tax challenges and opportunities in your industry.
I found SDO CPA when my previous accountant retired. SDO CPA helps me with my complex personal, business, and real estate investments, so I don’t have to worry about it. I highly recommend them.
Open hours
Monday - Friday : 9 am - 5 pm
Location
214 S Main St, Suite 101C, Duncanville, Texas, 75116, US
We service Duncanville, Cedar Hill, DeSoto, Dallas, Grand Prairie, and clients all over the USA virtually.
We prepare all business entity tax returns including Form 1120 (C-Corp), Form 1120S (S-Corp), Form 1065 (Partnership), Schedule C (Sole Proprietor), and multi-member LLC returns. We also handle franchise tax reports, sales tax filings, and payroll tax returns for Texas businesses.
Our business tax preparation starts at $750 for simple Schedule C filings and ranges up to $3,500+ for complex multi-state corporate returns. After our initial analysis, we provide a transparent estimate based on your specific entity type, number of transactions, and complexity. There are never hidden fees.
It depends on your entity type. Partnerships and S-Corps are due March 15th, while C-Corps and sole proprietors (Schedule C) are due April 15th. We can file extensions if needed, giving you until September 15th or October 15th respectively. Texas franchise tax reports are due May 15th annually.
Yes, we work with businesses nationwide through our secure online portal. We're experts in multi-state tax compliance and can handle your filings regardless of where your business operates. We have specific expertise in Texas franchise tax and sales tax requirements.
The right entity depends on your income level, business type, and growth plans. Generally, S-Corps can save on self-employment taxes once your net income exceeds $60,000, but LLCs offer more flexibility. We provide entity selection consulting to analyze your specific situation and can help you convert if beneficial. See this article for more details.
Single-member LLCs typically file on Schedule C with your personal return, while multi-member LLCs file Form 1065 (partnership return). S-Corps file Form 1120S and issue K-1s to shareholders. S-Corps can save on self-employment taxes but require payroll processing for owner wages.
Absolutely. We handle the entire conversion process including filing Form 2553 for S-Corp election, setting up payroll for reasonable compensation, and ensuring proper documentation. We'll also analyze if the conversion makes financial sense for your situation.
S-Corp shareholders who work in the business must pay themselves a reasonable salary subject to payroll taxes. This is typically based on what you'd pay someone else to do your job. We help determine and document reasonable compensation to satisfy IRS requirements while maximizing tax savings.
Common deductions include office rent, equipment, supplies, professional services, insurance, travel, meals (50% deductible), home office expenses, vehicle costs, and employee wages. We review your expenses to ensure you're capturing all legitimate deductions while maintaining proper documentation.
Section 179 allows you to deduct the full cost of qualifying equipment and software purchased during the tax year, up to $1,250,000 in 2025. This includes computers, machinery, furniture, and certain vehicles. We help identify qualifying purchases and optimize the timing of these deductions.
You can deduct business mileage at the standard rate (70 cents per mile in 2025) or actual vehicle expenses including gas, insurance, and depreciation. For vehicles over 6,000 lbs GVW, special Section 179 rules may apply. We track and optimize your vehicle deductions.
We're QuickBooks ProAdvisor certified and can directly import your QuickBooks data for tax preparation. We can also provide QuickBooks setup, training, and year-round bookkeeping support to keep your finances tax-ready throughout the year.
We can provide comprehensive year-round support including quarterly tax planning sessions, estimated tax calculations, quick questions via email or phone, and proactive tax-saving recommendations. You work with the same team throughout the year, not just during tax season.
You'll need your profit & loss statement, balance sheet, bank statements, 1099s received and issued, payroll reports, equipment purchases, and prior year tax return. We provide a detailed checklist customized for your entity type and help you gather everything needed.
Yes, we handle Texas sales tax permits, monthly/quarterly filing, and multi-state sales tax compliance. We can also help with sales tax audits and voluntary disclosure agreements if you have past non-compliance issues.
Yes, we're experienced in multi-state tax compliance including income tax, franchise tax, and sales tax filing. We determine where you have nexus (tax obligation) and ensure compliance while minimizing your overall tax burden across all states.
We handle all Texas franchise tax filings including the annual report due May 15th. We help determine if you qualify for the no-tax-due threshold ($2.47M in 2025) and optimize your cost of goods sold or compensation deduction election.
Yes, we help set up IRS installment agreements for business tax debt, negotiate penalty abatements, and can represent you in audits. We also help prevent tax issues through proper quarterly estimated tax payments and cash flow planning.
Our CPAs complete 40+ hours of continuing education annually, focusing on business tax updates. We monitor IRS announcements, tax court cases, and legislation to proactively identify opportunities and requirements affecting your business.
Click "Get Started" on our website or call (972) 296-0981. We can also schedule a brief consultation to understand your business, provide a transparent estimat, and set up your secure portal. Most businesses can be fully onboarded within 48 hours.
Yes, we offer a complimentary 25-minute consultation to discuss your business tax needs, answer initial questions, and provide a service quote. This helps ensure we're a good fit before you commit to working with us. You can start the intake process here and we'll follow up to have a meeting.
Absolutely. We collaborate well with existing financial professionals on your team. We can handle just tax preparation and planning while they manage day-to-day bookkeeping, or we can provide comprehensive services – whatever works best for your business.
Our team brings Big 4 experience from EY and KPMG to small and mid-sized businesses at affordable rates. We provide year-round strategic guidance, not just compliance. You work with the same CPA team who learns your business, and we're genuinely invested in your success.