Haltom City CPA Firm for S-Corps & Small Businesses

Looking for a CPA in Haltom City? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to Haltom City 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 Haltom City 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 Haltom City’s Manufacturing, Healthcare, Retail economy. Whether you’re managing working-class demographic requiring value-focused pricing and operational efficiency or capitalizing on Haltom City’s affordable commercial real estate and proximity to Fort Worth industrial corridor, SDO CPA provides the virtual accounting support your business needs.

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

Key Takeaways: Haltom City CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Texas tax expertise — Texas has no state income tax, but franchise tax (margin tax) applies to most businesses planning and multi-state compliance
  • Industry focus — Specialized experience with Manufacturing, Healthcare, Retail
  • 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 Haltom City, TX

Haltom City sits in northeast Tarrant County between Fort Worth and North Richland Hills along Highway 377, characterized by affordable commercial space, light manufacturing, and service businesses serving a working-class demographic. The city’s lower real estate costs attract manufacturing operations, auto repair shops, and retail businesses operating on thin margins that require careful tax planning to maintain profitability. Haltom City entrepreneurs often benefit from S-Corp structures that reduce self-employment tax burden, but must carefully manage reasonable compensation to avoid IRS scrutiny while optimizing overall tax position. The city’s position near major transportation routes makes it attractive for distribution and logistics operations that can maximize Section 179 deductions on vehicle fleets and equipment. SDO CPA assists Haltom City business owners with entity structure optimization for manufacturing and service operations, cost of goods sold calculations for franchise tax purposes, and quarterly estimated tax planning that accounts for variable cash flow patterns while preserving capital for equipment investment and business operations.

Texas Tax Planning Tip

Texas doesn’t have a state income tax, but the Texas franchise tax (margin tax) applies to businesses with revenue above $2.47 million. S-Corp and partnership owners should analyze whether the E-Z Computation rate (0.331% of revenue) or the standard rate (0.75% of margin) produces a lower tax bill.

Haltom City is home to 2,700+ small businesses and a population of 44,890. From Manufacturing, Healthcare, Retail to professional services, Haltom City business owners need CPAs who understand working-class demographic requiring value-focused pricing and operational efficiency and can provide year-round tax planning — not just compliance.

CPA Services for Haltom City Businesses

Common Challenges for Haltom City Business Owners

Challenge

Haltom City businesses often face working-class demographic requiring value-focused pricing and operational efficiency, 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 Haltom City’s business environment, helping you handle working-class demographic requiring value-focused pricing and operational efficiency with confidence.

Challenge

Many Haltom City 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 Haltom City 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.

“Our auto repair shop operates on tight margins in Haltom City’s competitive market. SDO CPA helped us transition to an S-Corp and maximize equipment deductions under Section 179, reducing our tax bill by $11,800 last year.”
— Marcus W., Auto repair shop owner in Haltom City

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

Book a call to discuss your Haltom City 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 Haltom City Business Owners Choose SDO CPA

Texas Tax Expertise

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

Resources for Haltom City Business Owners

Also Serving Dallas-Fort Worth Metroplex

SDO CPA provides virtual CPA services to businesses throughout Dallas-Fort Worth Metroplex and Texas.

Ready to Work With a CPA Who Understands Haltom City 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. Our team provides tax preparation, bookkeeping, and advisory services to clients nationwide. 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).