CPA Services in Irvine, California

Looking for a CPA in Irvine? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Irvine 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 Irvine 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 Irvine’s Technology, Real Estate, Healthcare economy. Whether you’re managing Irvine’s concentration of corporate headquarters creates complex intercompany transaction and transfer pricing issues for multi-entity business owners or capitalizing on Irvine is home to the Irvine Spectrum and Great Park Neighborhoods, attracting over 100 Fortune 500 division headquarters and a rapidly growing tech sector, SDO CPA provides the virtual accounting support your business needs.

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

Key Takeaways: Irvine CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • California tax expertise — California has a 13.3% top individual income tax rate, the highest in the US. The Franchise Tax Board imposes a minimum $800 annual franchise tax on LLCs and S-Corps. The pass-through entity elective tax (AB 150) at 9.3% allows owners to work around the federal SALT deduction cap. planning and multi-state compliance
  • Industry focus — Specialized experience with Technology, Real Estate, Healthcare
  • 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 Irvine, CA

Irvine is one of the most business-friendly cities in California, with over 40,000 businesses and more than 100 Fortune 500 division headquarters operating in master-planned business parks throughout the city. The Irvine Spectrum area, Jamboree Center, and University Research Park create a dense corridor of technology, healthcare, and financial services companies, while UC Irvine’s research output fuels a growing biotech and clean technology sector. Major employers including Broadcom, Edwards Lifesciences, and Rivian have established significant operations in the city, attracting a highly educated workforce with a median household income exceeding $110,000. Irvine’s real estate development sector drives substantial economic activity, with the Irvine Company and related developers managing billions in commercial and residential properties. Business owners in Irvine often manage multiple entities across real estate holdings, operating companies, and investment vehicles, creating complex tax planning needs. SDO CPA helps Irvine business owners optimize multi-entity structures, implement the PTE elective tax, and develop strategies to minimize California’s franchise tax across related entities.

California Tax Planning Tip

Irvine business owners with multiple entities should audit their structure annually to ensure each entity serves a real business purpose. California’s $800 minimum franchise tax per entity adds up quickly, and consolidating unnecessary entities while optimizing the remaining ones for PTE elective tax benefits can produce meaningful annual savings.

Irvine is home to 40,000+ small businesses and a population of 307,670. From Technology, Real Estate, Healthcare to professional services, Irvine business owners need CPAs who understand Irvine’s concentration of corporate headquarters creates complex intercompany transaction and transfer pricing issues for multi-entity business owners and can provide year-round tax planning — not just compliance.

CPA Services for Irvine Businesses

Common Challenges for Irvine Business Owners

Challenge

Irvine businesses often face Irvine’s concentration of corporate headquarters creates complex intercompany transaction and transfer pricing issues for multi-entity business owners, 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 Irvine’s business environment, helping you handle Irvine’s concentration of corporate headquarters creates complex intercompany transaction and transfer pricing issues for multi-entity business owners with confidence.

Challenge

Many Irvine 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 Irvine 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.

“I own three entities in Irvine, including two rental properties and an S-Corp. SDO CPA consolidated our tax strategy, eliminated one unnecessary LLC saving $800 in franchise tax, and set up the PTE election saving another $17,400.”
— Michael K., Multi-entity business owner in Irvine

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

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

California Tax Expertise

We understand California has a 13.3% top individual income tax rate, the highest in the US. The Franchise Tax Board imposes a minimum $800 annual franchise tax on LLCs and S-Corps. The pass-through entity elective tax (AB 150) at 9.3% allows owners to work around the federal SALT deduction cap. and help Irvine 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 Irvine 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 Irvine?
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 Irvine business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Irvine 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. Irvine’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 Irvine businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Irvine businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Irvine 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 Irvine business during your free consultation. Learn about our bookkeeping services.

Resources for Irvine Business Owners

Also Serving Orange County

SDO CPA provides virtual CPA services to businesses throughout Orange County and California.

Ready to Work With a CPA Who Understands Irvine 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 providing tax preparation, bookkeeping, and advisory services to clients nationwide under CPA practice mobility provisions. SDO CPA does not hold a CPA license in California. Services requiring CPA licensure are performed by Texas-licensed CPAs. We do not provide attest services (audits, reviews, or compilations) for California entities. Per Texas State Board of Public Accountancy regulations (22 TAC §501.82).
California Notice: SDO CPA does not hold a California CPA license, is not registered as an out-of-state firm with the California Board of Accountancy, and does not maintain a California office. We do not provide attest services for California entities.