New Haven CPA Firm for S-Corps & Small Businesses
With 18+ years of experience helping business owners across the country, I bring specialized expertise to New Haven’s Higher Education, Biotech & Life Sciences, Healthcare economy. Whether you’re managing Many businesses depend on Yale’s institutional spending cycles and face unique tax complications from research grants, licensing income, and university partnerships or capitalizing on Yale’s $1.7 billion annual research spending fuels a biotech startup ecosystem along Science Park, creating demand for R&D tax credit expertise, SDO CPA provides the virtual accounting support your business needs.
We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for New Haven business owners who want proactive guidance — not just annual tax filing.
Key Takeaways: New Haven CPA Services
- Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
- Connecticut tax expertise — CT has 6.99% top individual rate. Pass-through entity tax (PTET) available at 6.99% for SALT cap workaround. No local income taxes. planning and multi-state compliance
- Industry focus — Specialized experience with Higher Education, Biotech & Life Sciences, Healthcare
- 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 New Haven, CT
New Haven’s economy revolves around Yale University, which employs 15,000 people directly and supports an estimated 30,000 additional jobs across the metro area. Science Park, a 1.6-million-square-foot research and innovation campus adjacent to Yale’s medical school, houses over 50 biotech and life sciences companies developing therapeutics, medical devices, and diagnostic tools. The Ninth Square and Chapel Street districts have become walkable commercial corridors with restaurants, retail, and professional services firms. Yale-New Haven Hospital, one of the nation’s top-ranked medical centers, anchors a healthcare cluster that generates $4.2 billion in annual revenue. The city’s food scene, from Frank Pepe’s on Wooster Street to the Chapel West dining district, supports a hospitality sector employing 8,500 workers. SDO CPA serves New Haven biotech founders with R&D tax credit documentation, startup entity structuring, and Connecticut PTET elections. We help healthcare practice owners with reasonable compensation analysis and multi-entity planning for physicians with both clinical and consulting income.
Connecticut Tax Planning Tip
Connecticut’s PTET allows S-Corps and partnerships to pay entity-level tax, generating a federal deduction to bypass the SALT cap. Combined with CT’s lack of local income taxes, proper entity structuring can significantly reduce overall tax burden for business owners.
CPA Services for New Haven Businesses
Business Tax Preparation
Federal and Connecticut 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 New Haven businesses.
S-Corp Tax Services
Reasonable compensation analysis, QBI optimization, and S-Corp election guidance for New Haven business owners.
Common Challenges for New Haven Business Owners
Challenge
New Haven businesses often face Many businesses depend on Yale’s institutional spending cycles and face unique tax complications from research grants, licensing income, and university partnerships, 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 New Haven’s business environment, helping you handle Many businesses depend on Yale’s institutional spending cycles and face unique tax complications from research grants, licensing income, and university partnerships with confidence.
Challenge
Many New Haven 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 New Haven 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 New Haven biotech startup qualified for $63,200 in R&D tax credits that our previous accountant never mentioned. SDO CPA also structured our entity to take advantage of Connecticut’s PTET from day one.”— Kevin W., Biotech startup founder in New Haven
How to Get Started With SDO CPA
Schedule Your Free Consultation
Book a call to discuss your New Haven 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 New Haven Business Owners Choose SDO CPA
Connecticut Tax Expertise
We understand CT has 6.99% top individual rate. Pass-through entity tax (PTET) available at 6.99% for SALT cap workaround. No local income taxes. and help New Haven 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 New Haven 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 New Haven Business Owners
Also Serving Greater New Haven
SDO CPA provides virtual CPA services to businesses throughout Greater New Haven and Connecticut.
Ready to Work With a CPA Who Understands New Haven Businesses?
Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.
Schedule a Call