Carrollton CPA Firm for S-Corps & Small Businesses

Looking for a CPA in Carrollton? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Carrollton 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 Carrollton 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 Carrollton’s Manufacturing, Construction, Wholesale Distribution economy. Whether you’re managing job costing and inventory complexity for industrial operations or capitalizing on Texas’s zero state income tax advantage for your growing business, SDO CPA provides the virtual accounting support your business needs.

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

Key Takeaways: Carrollton CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Texas tax expertise — Texas has no state income tax, but franchise tax (margin tax) applies to most businesses planning and multi-state compliance
  • Industry focus — Specialized experience with Manufacturing, Construction, Wholesale Distribution
  • 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 Carrollton, TX

Carrollton is home to more than 15,000 businesses and a workforce exceeding 90,000, making it one of the most business-friendly cities in North Texas. With over 45 million square feet of industrial space and 5 million square feet of office space, the city consistently ranks among the top DFW cities for job creation and new business development. Manufacturing, construction trades, and wholesale distribution anchor the local economy along the I-35E corridor.

Texas franchise tax (margin tax) affects Carrollton businesses with revenue over $2.47 million, which is particularly relevant for manufacturers and distributors managing high-volume operations. S-Corp owners in Carrollton’s industrial sector also face considerations around equipment depreciation, inventory valuation, and multi-state sales tax when shipping goods beyond Texas borders.

SDO CPA works with Carrollton business owners across manufacturing, construction, and professional services to structure entities, optimize S-Corp reasonable compensation, and manage the interplay between federal tax obligations and Texas franchise tax. For businesses near the Trinity Mills Station transit-oriented development district or along the Valwood industrial corridor, we provide monthly bookkeeping and fractional CFO services scaled to your stage of growth.

Texas Tax Planning Tip

Texas doesn’t have a state income tax, but the Texas franchise tax (margin tax) applies to businesses with revenue above $2.47 million. S-Corp and partnership owners should analyze whether the E-Z Computation rate (0.331% of revenue) or the standard rate (0.75% of margin) produces a lower tax bill. Many Carrollton manufacturers overpay because they default to the E-Z rate without running both calculations.

Carrollton is home to over 15,000 small businesses and a population of 139,000. From Manufacturing, Construction, Wholesale Distribution to professional services, Carrollton business owners need CPAs who understand job costing and inventory complexity for industrial operations and can provide year-round tax planning — not just compliance.

CPA Services for Carrollton Businesses

Common Challenges for Carrollton Business Owners

Challenge

Carrollton businesses often face job costing and inventory complexity for industrial operations, 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 Carrollton’s business environment, helping you handle job costing and inventory complexity for industrial operations with confidence.

Challenge

Many Carrollton 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 Carrollton 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.

“As a manufacturing business, we needed a CPA who understood inventory and job costing. SDO CPA delivered without the big-firm price tag.”
— David K., Manufacturing business owner in Carrollton

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

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

Texas Tax Expertise

We understand Texas has no state income tax, but franchise tax (margin tax) applies to most businesses and help Carrollton 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 Carrollton 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 Carrollton?
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 Carrollton business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Carrollton 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 Manufacturing businesses?
Yes. Carrollton’s Manufacturing sector has unique accounting needs including inventory valuation, cost of goods sold calculations, job costing, and equipment depreciation 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 Carrollton businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Carrollton businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Carrollton 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 Carrollton business during your free consultation. Learn about our bookkeeping services.

Resources for Carrollton Business Owners

Also Serving Dallas-Fort Worth Metroplex

SDO CPA provides virtual CPA services to businesses throughout Dallas-Fort Worth Metroplex and Texas.

Ready to Work With a CPA Who Understands Carrollton Businesses?

Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.

Schedule a Call
Licensing Disclaimer: SDO CPA LLC is a Texas-registered CPA firm. Our team provides tax preparation, bookkeeping, and advisory services to clients nationwide. 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).