Fort Collins CPA Firm for S-Corps & Small Businesses

Looking for a CPA in Fort Collins? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Fort Collins 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 Fort Collins 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 Fort Collins’s Craft Brewing, Technology, Clean Energy economy. Whether you’re managing Navigating alcohol excise tax compliance and TTB reporting requirements for Fort Collins’ nationally recognized craft brewing industry while managing seasonal revenue fluctuations or capitalizing on Leveraging Colorado’s renewable energy incentives and R&D credits for clean tech startups while optimizing tax strategies for brewery distribution expansion into multi-state markets, SDO CPA provides the virtual accounting support your business needs.

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

Key Takeaways: Fort Collins CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Colorado tax expertise — Colorado has a 4.4% flat income tax with 2.9% state sales tax and 4.4% corporate rate planning and multi-state compliance
  • Industry focus — Specialized experience with Craft Brewing, Technology, Clean Energy
  • 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 Fort Collins, CO

Fort Collins earned its reputation as Colorado’s craft brewing capital with over 20 breweries including New Belgium and Odell Brewing, creating a $345 million annual economic impact in Larimer County. Brewery owners in Old Town and the Brewery District navigate complex federal excise tax obligations, TTB compliance reporting, and multi-state distribution licensing as they expand beyond Colorado. Fort Collins’ 3.0% city sales tax combines with Larimer County’s rates for a total of 7.5%, and the city’s home-rule status requires separate filing from state returns. Colorado State University’s research programs have spawned a thriving clean energy and technology sector, with companies in the Harmony Technology Park and Prospect East developing renewable energy solutions and software platforms. These businesses qualify for significant R&D tax credits often overlooked by generalist CPAs. SDO CPA serves Fort Collins entrepreneurs with specialized expertise in brewery tax planning and TTB compliance, multi-state distribution nexus analysis, R&D credit documentation for clean tech ventures, and entity structuring for partnerships common in Fort Collins’ collaborative business community.

Colorado Tax Planning Tip

Colorado’s flat 4.4% income tax rate applies to both individuals and corporations equally. For S-Corp owners, pass-through income is taxed at this flat rate with no brackets to worry about. However, Colorado’s patchwork of local sales tax jurisdictions — over 70 home-rule cities with their own rates — makes sales tax compliance complex. Use Colorado’s Sales & Use Tax System (SUTS) to simplify multi-jurisdiction filing.

Fort Collins is home to 14,500+ small businesses and a population of 169,810. From Craft Brewing, Technology, Clean Energy to professional services, Fort Collins business owners need CPAs who understand Navigating alcohol excise tax compliance and TTB reporting requirements for Fort Collins’ nationally recognized craft brewing industry while managing seasonal revenue fluctuations and can provide year-round tax planning — not just compliance.

CPA Services for Fort Collins Businesses

Common Challenges for Fort Collins Business Owners

Challenge

Fort Collins businesses often face Navigating alcohol excise tax compliance and TTB reporting requirements for Fort Collins’ nationally recognized craft brewing industry while managing seasonal revenue fluctuations, 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 Fort Collins’s business environment, helping you handle Navigating alcohol excise tax compliance and TTB reporting requirements for Fort Collins’ nationally recognized craft brewing industry while managing seasonal revenue fluctuations with confidence.

Challenge

Many Fort Collins 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 Fort Collins 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 navigate TTB compliance and multi-state distribution tax as we expanded our brewery from taproom-only to 6-state distribution. Their nexus analysis saved us from costly mistakes.”
— Ryan T., Craft brewery co-founder in Old Town in Fort Collins

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

Book a call to discuss your Fort Collins 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 Fort Collins Business Owners Choose SDO CPA

Colorado Tax Expertise

We understand Colorado has a 4.4% flat income tax with 2.9% state sales tax and 4.4% corporate rate and help Fort Collins 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 Fort Collins 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 Fort Collins?
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 Fort Collins business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves Fort Collins 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 Craft Brewing businesses?
Yes. Fort Collins’s Craft Brewing 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 Fort Collins businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for Fort Collins businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my Fort Collins 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 Fort Collins business during your free consultation. Learn about our bookkeeping services.

Resources for Fort Collins Business Owners

Also Serving Northern Colorado

SDO CPA provides virtual CPA services to businesses throughout Northern Colorado and Colorado.

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