Cape Coral CPA Firm for S-Corps & Small Businesses

Looking for a CPA in Cape Coral? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Cape Coral 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 Cape Coral 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 Cape Coral’s Construction, Tourism, Real Estate economy. Whether you’re managing Post-hurricane rebuild accounting and insurance claim tracking for construction and property businesses or capitalizing on 400+ miles of navigable canals creating a waterfront real estate and marine services economy, SDO CPA provides the virtual accounting support your business needs.

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

Key Takeaways: Cape Coral CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Florida tax expertise — Florida has no state personal income tax, but the 5.5% corporate income tax applies to C-Corps with income over $50,000 planning and multi-state compliance
  • Industry focus — Specialized experience with Construction, Tourism, Real Estate
  • 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 Cape Coral, FL

Cape Coral is one of the largest cities in Southwest Florida by land area, distinguished by over 400 miles of navigable canals that create a waterfront lifestyle economy anchored by construction, real estate, and marine services. The city’s explosive growth has made it a hub for residential builders, roofing contractors, pool companies, and landscaping firms working along the Pine Island Road and Del Prado Boulevard commercial corridors. Cape Coral’s canal-front properties drive a robust real estate investment market where property management firms, vacation rental operators, and real estate agencies manage thousands of waterfront homes. Marine services businesses — boat dealers, dock builders, and charter operators — cluster near the Cape Coral Yacht Club and along the Caloosahatchee River waterfront. Lee Health’s Cape Coral Hospital and numerous medical practices along Santa Barbara Boulevard anchor the healthcare sector. SDO CPA works with Cape Coral business owners across construction, real estate investment, and marine services to manage multi-project contractor accounting, track vacation rental income and expenses, and structure partnerships for property investment portfolios. For contractors managing hurricane rebuild projects, we provide monthly bookkeeping that separates insurance-funded work from standard contracts and optimizes cash flow during long receivable cycles.

Florida Tax Planning Tip

Florida has no personal income tax, making it ideal for S-Corp and partnership owners whose business income passes through to their personal return. However, C-Corps pay Florida’s 5.5% corporate income tax on income above $50,000. For most Florida business owners earning $150K+, the S-Corp structure saves $8,000-$25,000 annually in self-employment taxes alone.

Cape Coral is home to 10,000+ small businesses and a population of 224,452. From Construction, Tourism, Real Estate to professional services, Cape Coral business owners need CPAs who understand Post-hurricane rebuild accounting and insurance claim tracking for construction and property businesses and can provide year-round tax planning — not just compliance.

CPA Services for Cape Coral Businesses

Common Challenges for Cape Coral Business Owners

Challenge

Cape Coral businesses often face Post-hurricane rebuild accounting and insurance claim tracking for construction and property businesses, 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 Cape Coral’s business environment, helping you handle Post-hurricane rebuild accounting and insurance claim tracking for construction and property businesses with confidence.

Challenge

Many Cape Coral 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 Cape Coral 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 organized our Cape Coral property management accounting across 35 rental units and saved us $23,000 through proper entity structuring. Their monthly reports make tax season simple.”
— Lisa G., Vacation rental management company owner in Cape Coral

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

Book a call to discuss your Cape Coral 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 Cape Coral Business Owners Choose SDO CPA

Florida Tax Expertise

We understand Florida has no state personal income tax, but the 5.5% corporate income tax applies to C-Corps with income over $50,000 and help Cape Coral 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 Cape Coral 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 Cape Coral?
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 Cape Coral business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Cape Coral 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 Construction businesses?
Yes. Cape Coral’s Construction 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 Cape Coral businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Cape Coral businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Cape Coral 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 Cape Coral business during your free consultation. Learn about our bookkeeping services.

Resources for Cape Coral Business Owners

Also Serving Southwest Florida/Lee County

SDO CPA provides virtual CPA services to businesses throughout Southwest Florida/Lee County and Florida.

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