Lexington CPA Firm for S-Corps & Small Businesses
With 18+ years of experience helping business owners across the country, I bring specialized expertise to Lexington’s Equine Industry, Healthcare, Technology economy. Whether you’re managing seasonal equine industry revenue and specialized agricultural accounting or capitalizing on University of Kentucky research commercialization and Lexington’s growing tech startup scene, SDO CPA provides the virtual accounting support your business needs.
We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for Lexington business owners who want proactive guidance — not just annual tax filing.
Key Takeaways: Lexington CPA Services
- Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
- Kentucky tax expertise — Kentucky has a flat 4.0% income tax with Lexington occupational license tax planning and multi-state compliance
- Industry focus — Specialized experience with Equine Industry, Healthcare, Technology
- 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 Lexington, KY
Lexington is the Horse Capital of the World, home to a $3+ billion equine industry that drives hundreds of horse farms, breeding operations, and training facilities across the Bluegrass Region. The seasonal nature of breeding and sales cycles creates unique cash flow challenges, and bloodstock valuation, syndication structures, and agricultural exemptions require specialized accounting knowledge that most general-practice firms don’t offer.
Beyond equine, UK HealthCare is Lexington’s largest employer with a $4+ billion system, and the University of Kentucky’s 30,000+ student campus fuels a growing startup ecosystem. Companies like Awesome Inc and the STAQ accelerator have built a tech corridor in the downtown Distillery District, while Toyota’s Georgetown plant, the largest Toyota facility in North America just 30 minutes north, generates a network of automotive suppliers throughout the region. Lexington’s occupational license tax adds another layer of complexity for local business owners already managing Kentucky’s 4.0% flat income tax.
SDO CPA serves Lexington business owners across equine operations, healthcare practices, tech startups in the Distillery District, and professional services firms. We handle bloodstock asset tracking, agricultural deductions, R&D credits for tech companies, and S-Corp reasonable compensation analysis tailored to Kentucky’s tax environment. Our fractional CFO services help Lexington businesses manage seasonal revenue cycles and prepare investor-ready financials for the growing startup community.
Kentucky Tax Planning Tip
Kentucky’s flat 4.0% income tax applies to all pass-through entity income. Louisville businesses also face a 2.2% occupational license tax — this stacks on top of state and federal taxes. S-Corp owners in Louisville metro effectively pay 6.2% in combined state/local income tax, making entity structuring and reasonable compensation analysis critical for minimizing total tax burden.
CPA Services for Lexington Businesses
Business Tax Preparation
Federal and Kentucky 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 Lexington businesses.
S-Corp Tax Services
Reasonable compensation analysis, QBI optimization, and S-Corp election guidance for Lexington business owners.
Common Challenges for Lexington Business Owners
Challenge
Lexington businesses often face managing seasonal equine industry revenue and specialized agricultural accounting, 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 Lexington’s business environment, helping you handle seasonal revenue cycles and agricultural accounting with confidence.
Challenge
Many Lexington 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 Lexington 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 understood our Lexington horse farm’s unique accounting needs including boarding revenue, breeding operations, and agricultural deductions. They saved us $11,000 in our first year.”— Rebecca H., Equine business owner in Lexington
How to Get Started With SDO CPA
Schedule Your Free Consultation
Book a call to discuss your Lexington 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 Lexington Business Owners Choose SDO CPA
Kentucky Tax Expertise
We understand Kentucky has a flat 4.0% income tax with Lexington occupational license tax and help Lexington 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 Lexington 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 Lexington Business Owners
Also Serving Central Kentucky (Bluegrass Region)
SDO CPA provides virtual CPA services to businesses throughout Central Kentucky (Bluegrass Region) and Kentucky.
Ready to Work With a CPA Who Understands Lexington Businesses?
Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.
Schedule a Call