TL;DR Texas business owners choosing between LLC and S Corp structures face [...]
Plano CPA Firm
CERTIFICATIONS
Serena Do, CPA
TITLE
Managing Partner
HOMETOWN
Arlington, TX
YEARS OF EXPERIENCE
17
EDUCATION
A CPA That Understands Plano's Corporate Business Landscape
SPECIALTIES
INDUSTRIES
Plano is home to more than 500 corporate and regional headquarters—including Toyota, JPMorgan Chase, Capital One, and Liberty Mutual—making it one of the most concentrated business hubs in Texas. The city's financial services, technology, and healthcare sectors have grown rapidly over the past decade, creating demand for CPAs who understand the unique tax and compliance needs of high-growth companies and the professionals who work for them.
Plano CPA Firm: Your One-Stop Solution for Bookkeeping, Tax Prep & Fractional CFO Services
Streamline your finances and gain strategic insights with a tech-forward CPA who stays ahead of tax law changes—so you can focus on growing your Plano business.
A Trusted CPA For Modern Texas Businesses
Optimize Your Finances & Free Up Time
Pain Point: Running a business in Plano means competing for talent with Fortune 500 companies while managing bookkeeping, payroll, tax planning, and financial forecasting—all at once.
Solution: We provide comprehensive accounting solutions—day-to-day bookkeeping and transaction oversight—helping you optimize every aspect of your financials while working efficiently.
Stay Compliant With Evolving Texas Tax Laws
Pain Point: Texas tax laws and IRS regulations frequently change, making compliance a challenge for Plano's corporate headquarters, satellite offices, and growing businesses alike.
Solution: As a CPA firm that serves Plano businesses, we help tech companies, professional services firms, and growing businesses stay compliant with local, state, and federal tax regulations while maximizing deductions.
Strategic CPA Services For Growth-Focused Businesses
Pain Point: Many experienced CPAs are retiring or working exclusively with large corporations, leaving Plano entrepreneurs and small business owners searching for accessible, long-term financial partners.
Solution: We're a new-generation CPA firm offering year-round advisory services for businesses that need hands-on financial strategy and proactive tax planning—without the overhead of Big Four pricing.
How It Works
Getting started is simple. Here's what to expect:
1.
Schedule a Free Consultation: Book a 25-minute call to discuss your business, current financial setup, and goals. No obligation, no pressure.
2.
Get a Custom Proposal: We'll review your needs and provide a clear, flat-rate proposal estimate—so you know exactly what you're getting and what it costs.
3.
Onboarding & Setup: Once you're on board, we connect to your accounts, clean up your books if needed, and establish a communication rhythm that works for you.
4.
Ongoing Support & Strategy: From monthly bookkeeping to quarterly tax planning check-ins, we're your year-round financial partner—not just a tax season vendor.
Why Work With Us?
- 1Local Expertise With a National Reach
Plano is home to tech startups, corporate headquarters, real estate investors, and healthcare practices. We provide financial solutions that align with your industry, growth goals, and compliance needs—whether you operate locally or across multiple states. - 2Scalable Financial Strategy
From fractional CFO services to tax planning, we provide high-level financial guidance to help Plano businesses scale efficiently—without the cost of hiring a full-time CFO. - 3Tech-Driven Accounting & Bookkeeping
We use platforms like QuickBooks Online, Xero, Gusto, and Ramp to automate reconciliations, streamline payroll, and give you real-time visibility into your financial position—ensuring accuracy and efficiency as your business scales. - 4Proactive Tax Strategy & Compliance
Plano businesses thrive on innovation, and tax laws are constantly evolving. We help you stay ahead with industry-specific tax strategies, multi-state filings, and compliance planning to minimize risk and maximize savings. - 5A CPA Firm Invested In Your Long-Term Success
Many CPA firms are scaling back or focusing only on enterprise clients—we're here for businesses of all sizes. As a modern CPA firm for Plano, we're committed to providing year-round advisory services and long-term financial support.
Frequently Asked Questions
CPA fees vary based on your business complexity, transaction volume, and service needs. At SDO CPA, basic bookkeeping starts around $300–$500 per month for a single entity. Full-service packages that include bookkeeping, tax planning, and advisory typically range from $1,000–$2,000 per month. We offer flat-rate pricing so you won't see surprise increases during busy months.
Yes. We work with technology companies, SaaS businesses, and startups throughout Collin County. Our services include R&D tax credit analysis, equity compensation guidance, and financial modeling for funding rounds—tailored to the needs of growth-stage companies.
Absolutely. Many Plano businesses—especially corporate headquarters and remote-first companies—have employees and customers in multiple states. We handle multi-state tax filings, nexus analysis, and compliance planning to ensure you meet obligations in every jurisdiction.
A bookkeeper records daily transactions, reconciles accounts, and maintains your financial records. A CPA (Certified Public Accountant) is a licensed professional who can prepare and sign tax returns, provide tax planning advice, represent you before the IRS, and offer strategic financial guidance. At SDO CPA, we provide bookkeeping services supported by CPA oversight.
Yes. Many of our Plano clients are executives at major corporations who need help with equity compensation, stock options, restricted stock units (RSUs), and deferred compensation planning. We coordinate business and personal tax strategies to minimize overall liability.
Yes. We work with QuickBooks Online, Xero, FreshBooks, and other cloud-based platforms. We also integrate with payroll platforms like Gusto and expense tools like Ramp.
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning support—without the cost of a full-time CFO. This is ideal for growing Plano businesses that need financial leadership but aren't ready for a six-figure hire.
Schedule a free consultation through our website. We'll discuss your business, current financial setup, and goals. From there, we'll provide a proposal with transparent pricing.
Tech Company Founder, Plano
Their hands-on, tech-forward approach keeps our finances optimized. I highly recommend SDO CPA for any Plano business looking to level up.
Healthcare Practice Owner, Collin County
SDO CPA has been a game-changer for our practice. Their streamlined bookkeeping and financial insights have helped us scale without the headache
Local CPA Services Across Texas
We serve Texas businesses in person and virtually. Select your city for location-specific information:
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Ready to Work With a CPA Who Knows Plano?
Let's simplify your finances. Schedule a free consultation to learn how SDO CPA can help your Plano business scale—from tax strategy to fractional CFO support.