Everett CPA Firm for S-Corps & Small Businesses

Looking for a CPA in Everett? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Everett 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 Everett 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 Everett’s Aerospace (Boeing Everett), Healthcare, Port/Maritime economy. Whether you’re managing Workforce transition planning as Boeing shifts production volumes and aerospace suppliers diversify customer bases or capitalizing on Port of Everett expansion and naval station presence creating steady maritime and defense service demand, SDO CPA provides the virtual accounting support your business needs.

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

Key Takeaways: Everett CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Washington tax expertise — Washington has no state income tax, but B&O tax on gross receipts applies to most businesses planning and multi-state compliance
  • Industry focus — Specialized experience with Aerospace (Boeing Everett), Healthcare, Port/Maritime
  • 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 Everett, WA

Everett is home to Boeing’s largest manufacturing facility in the world, a 98.3-acre building where widebody aircraft including the 747, 767, 777, and 787 Dreamliner are assembled. This single facility employs over 30,000 workers and drives a sprawling ecosystem of aerospace suppliers, precision machine shops, and engineering consultancies throughout Snohomish County. Beyond aerospace, Everett’s economy includes Providence Regional Medical Center — one of the largest hospitals in the Pacific Northwest — along with the Port of Everett’s marina and Naval Station Everett, which supports a guided-missile destroyer squadron. The Everett Mall corridor and downtown waterfront district host retail and hospitality businesses serving a growing population that has increased 15% since 2010. Many aerospace suppliers in Everett face unique accounting challenges including long-term contract accounting, progress billing, and managing cash flow through Boeing’s payment cycles. SDO CPA serves Everett business owners in aerospace, healthcare, and maritime industries with virtual bookkeeping, tax preparation, and fractional CFO services. We help machine shops and component manufacturers track costs by contract, assist healthcare practices with provider compensation structuring, and analyze financial performance for port-related businesses managing seasonal and cyclical revenue.

Washington Tax Planning Tip

Washington has no state income tax, but the B&O (Business & Occupation) tax applies to gross receipts at rates varying by classification: 1.5% for service businesses, 0.471% for manufacturing, and 0.484% for retailing. Many Seattle businesses overpay because they file under the wrong classification or miss available credits. Proper classification review can reduce your B&O liability significantly.

Everett is home to 5,300+ small businesses and a population of 111,083. From Aerospace (Boeing Everett), Healthcare, Port/Maritime to professional services, Everett business owners need CPAs who understand Workforce transition planning as Boeing shifts production volumes and aerospace suppliers diversify customer bases and can provide year-round tax planning — not just compliance.

CPA Services for Everett Businesses

Common Challenges for Everett Business Owners

Challenge

Everett businesses often face Workforce transition planning as Boeing shifts production volumes and aerospace suppliers diversify customer bases, 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 Everett’s business environment, helping you handle Workforce transition planning as Boeing shifts production volumes and aerospace suppliers diversify customer bases with confidence.

Challenge

Many Everett 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 Everett 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 Boeing Tier 2 supplier in Everett, our cash flow depends on contract payment cycles. SDO CPA set up progress billing tracking and cash flow forecasting that helped us manage a $92,000 equipment purchase without straining our working capital.”
— Karen S., Precision machining company owner in Everett

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

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

Washington Tax Expertise

We understand Washington has no state income tax, but B&O tax on gross receipts applies to most businesses and help Everett 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 Everett 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 Everett?
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 Everett business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Everett 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 Aerospace (Boeing Everett) businesses?
Yes. Everett’s Aerospace (Boeing Everett) 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 Everett businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Everett businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Everett 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 Everett business during your free consultation. Learn about our bookkeeping services.

Resources for Everett Business Owners

Also Serving Snohomish County/North Puget Sound

SDO CPA provides virtual CPA services to businesses throughout Snohomish County/North Puget Sound and Washington.

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