CPA Services in Phoenix for S-Corps & Small Businesses
With 18+ years of experience helping business owners across the country, I bring specialized expertise to Phoenix’s Technology, Healthcare, Financial Services economy. Whether you’re managing High commercial real estate costs in growth corridors like Downtown Phoenix and the Camelback Corridor driving complex lease vs. buy decisions or capitalizing on Rapid tech sector growth creating opportunities for R&D tax credits and qualified small business stock (QSBS) planning, SDO CPA provides the virtual accounting support your business needs.
We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for Phoenix business owners who want proactive guidance — not just annual tax filing.
Key Takeaways: Phoenix CPA Services
- Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
- Arizona tax expertise — Arizona has a flat 2.5% income tax rate with 5.6% transaction privilege tax (TPT) planning and multi-state compliance
- Industry focus — Specialized experience with Technology, Healthcare, Financial Services
- 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 Phoenix, AZ
Phoenix stands as the fifth-largest city in the United States and the economic engine of the Southwest, with over 52,000 active businesses driving $255 billion in annual economic output. The city’s Downtown Phoenix core and Camelback Corridor have become major tech hubs, attracting satellite offices from Intel, Amazon, and emerging fintech startups. Healthcare systems like Banner Health and HonorHealth employ tens of thousands across the metro area, while financial services firms leverage Arizona’s favorable regulatory climate. Phoenix’s rapid growth creates complex tax planning opportunities: R&D tax credits for tech companies, cost segregation studies for commercial real estate investors acquiring properties in growth districts like Midtown and Roosevelt Row, and entity structure optimization for professional service firms navigating TPT obligations. SDO CPA serves Phoenix business owners with specialized expertise in Arizona’s Transaction Privilege Tax system, S-Corp reasonable compensation benchmarking for the local market, and multi-state tax planning for companies expanding beyond Arizona’s borders. Whether you operate in the Warehouse District, Arcadia, or North Phoenix, we provide proactive tax strategies tailored to Phoenix’s dynamic economy.
Arizona Tax Planning Tip
Arizona’s flat 2.5% individual income tax rate (effective 2023) is one of the lowest in the nation. For S-Corp and partnership owners, this means pass-through income faces minimal state tax. However, Arizona’s Transaction Privilege Tax (TPT) — the state’s version of sales tax — applies to many services that other states exempt, so verify your business activities aren’t triggering unexpected TPT obligations.
CPA Services for Phoenix Businesses
Business Tax Preparation
Federal and Arizona business tax returns for LLCs, S-Corps, partnerships, and sole proprietors.
Bookkeeping & Accounting
Monthly bookkeeping, bank reconciliation, and financial statements using QuickBooks or Xero.
Payroll Services
Full-service payroll processing, tax deposits, and quarterly filings through Gusto integration.
Tax Planning & Strategy
Proactive tax planning to minimize liability through entity selection, retirement contributions, and timing strategies.
Fractional CFO
Cash flow forecasting, budgeting, and financial strategy for growing Phoenix businesses.
S-Corp Tax Services
Reasonable compensation analysis, QBI optimization, and S-Corp election guidance for Phoenix business owners.
Common Challenges for Phoenix Business Owners
Challenge
Phoenix businesses often face High commercial real estate costs in growth corridors like Downtown Phoenix and the Camelback Corridor driving complex lease vs. buy decisions, 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 Phoenix’s business environment, helping you handle High commercial real estate costs in growth corridors like Downtown Phoenix and the Camelback Corridor driving complex lease vs. buy decisions with confidence.
Challenge
Many Phoenix 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 Phoenix 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 claim $87,000 in R&D tax credits we didn’t know existed and restructured our partnership to take advantage of Arizona’s flat tax rate. Their Phoenix market knowledge is unmatched.”— Marcus T., SaaS startup founder in Phoenix
How to Get Started With SDO CPA
Schedule Your Free Consultation
Book a call to discuss your Phoenix business, current financial setup, and goals.
Get Your Custom Proposal
Receive a clear proposal with upfront estimates — if scope changes, we discuss it first.
Seamless Onboarding
We connect to your QuickBooks or Xero and organize your books within 30 days.
Ongoing Partnership
Monthly reports, proactive tax planning, and year-round CPA access.
Why Phoenix Business Owners Choose SDO CPA
Arizona Tax Expertise
We understand Arizona has a flat 2.5% income tax rate with 5.6% transaction privilege tax (TPT) and help Phoenix 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 Phoenix 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
Resources for Phoenix Business Owners
Also Serving Phoenix Metropolitan Area
SDO CPA provides virtual CPA services to businesses throughout Phoenix Metropolitan Area and Arizona.
Ready to Work With a CPA Who Understands Phoenix Businesses?
Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.
Schedule a Call