CPA Services in Plymouth for S-Corps & Small Businesses

Looking for a CPA in Plymouth? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Plymouth 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 Plymouth 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 Plymouth’s Technology, Medical Devices, Professional Services economy. Whether you’re managing Complex R&D credit documentation for medical device and technology companies with high-value IP portfolios or capitalizing on West metro corporate corridor attracting medical device startups and technology firms with access to Twin Cities talent, SDO CPA provides the virtual accounting support your business needs.

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

Key Takeaways: Plymouth CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Minnesota tax expertise — Minnesota has a progressive state income tax (5.35% to 9.85%) requiring strategic planning planning and multi-state compliance
  • Industry focus — Specialized experience with Technology, Medical Devices, Professional 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 Plymouth, MN

Plymouth sits in the west metro along the Highway 55 and I-494 corridors and has become one of Minnesota’s most active corporate centers, supporting over 3,600 businesses in technology, medical devices, and professional services. The Plymouth Technology Park and the Carlson Parkway business district host companies including Stratasys, Datalink, and numerous medical device firms that capitalize on the Twin Cities’ concentration of healthcare industry expertise. Plymouth’s proximity to the Medtronic campus in Fridley and the Mayo Clinic ecosystem in Rochester creates a pipeline of medical technology spinoffs and contract manufacturers that need specialized accounting for FDA-regulated product development. Professional service firms along Vicksburg Lane and County Road 101 include management consultancies, engineering firms, and financial advisory practices serving corporate clients throughout the metro. SDO CPA works with Plymouth technology firms, medical device companies, and professional service providers to document R&D tax credits, structure equity compensation plans, and manage the impact of Minnesota’s 9.85% top income tax rate on pass-through business income. We provide monthly bookkeeping and fractional CFO services that help Plymouth business owners maintain investor-ready financials while optimizing their federal and state tax positions.

Minnesota Tax Planning Tip

Minnesota’s top individual income tax rate of 9.85% is among the highest in the nation. S-Corp owners should carefully calibrate reasonable compensation since every dollar of W-2 salary is subject to both federal payroll taxes and Minnesota income tax. Timing estimated tax payments, maximizing retirement contributions, and evaluating the pass-through entity tax election can reduce your effective state tax burden significantly.

Plymouth is home to 3,600+ small businesses and a population of 79,526. From Technology, Medical Devices, Professional Services to professional services, Plymouth business owners need CPAs who understand Complex R&D credit documentation for medical device and technology companies with high-value IP portfolios and can provide year-round tax planning — not just compliance.

CPA Services for Plymouth Businesses

Common Challenges for Plymouth Business Owners

Challenge

Plymouth businesses often face Complex R&D credit documentation for medical device and technology companies with high-value IP portfolios, 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 Plymouth’s business environment, helping you handle Complex R&D credit documentation for medical device and technology companies with high-value IP portfolios with confidence.

Challenge

Many Plymouth 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 Plymouth 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 documented $58,000 in R&D tax credits from our Plymouth medical device testing processes and set up our books to track project costs by product line. Their fractional CFO reporting helped us secure Series A funding.”
— Susan W., Medical device startup founder in Plymouth

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

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

Minnesota Tax Expertise

We understand Minnesota has a progressive state income tax (5.35% to 9.85%) requiring strategic planning and help Plymouth 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 Plymouth 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 Plymouth?
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 Plymouth business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Plymouth 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. Plymouth’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 Plymouth businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Plymouth businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Plymouth 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 Plymouth business during your free consultation. Learn about our bookkeeping services.

Resources for Plymouth Business Owners

Also Serving Twin Cities Metro/West Suburbs

SDO CPA provides virtual CPA services to businesses throughout Twin Cities Metro/West Suburbs and Minnesota.

Ready to Work With a CPA Who Understands Plymouth 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 Minnesota under CPA practice mobility provisions. SDO CPA is not a Minnesota-licensed firm and does not hold a Minnesota firm permit. We do not maintain a physical office in Minnesota — all services are delivered remotely via secure video, phone, and digital collaboration tools. We will not perform attest services (audits, reviews, or compilations) for Minnesota entities. Services requiring CPA licensure are performed by Texas-licensed CPAs. Per Texas State Board of Public Accountancy regulations (22 TAC §501.82).