In our experience, business owners with $300K+ in revenue frequently discover $50,000 or more in missed tax strategies.
SDO advisory clients typically find $28,000–$85,000 in overlooked strategies. The Tax Analysis is where that discovery starts. Results vary based on your situation.
Best fit for businesses with $300K+ in annual revenue.
Key Takeaways
- Entry point is a $5,000 Tax Analysis — a complete standalone deliverable with specific savings strategies and dollar amounts
- Advisory starts at $500/month — tier and exact pricing determined by your Tax Analysis findings
- Best fit for $300K+ revenue businesses — S-Corps, partnerships, and multi-entity owners with meaningful tax burden
- No free consultations — the Tax Analysis is how we demonstrate value, with hard numbers
- 4 tiers: Essentials through Concierge — scope ranges from annual check-ins to unlimited weekly access
- The analysis is yours to keep — no ongoing obligation after the Tax Analysis; you own every finding
What the Tax Analysis Typically Finds
Three common profiles — and what changed after we analyzed their returns.
Healthcare
A multi-location dental practice in Texas — 3 physicians, $1.2M annual revenue, operating as an S-Corporation
Tax Problem
Owner was paying above IRS reasonable compensation guidelines, making minimal retirement contributions, and leaving a second clinic lease untreated as an Augusta Rule opportunity.
Strategies Identified
Reasonable compensation adjustment ($48K salary reduction), defined benefit pension plan ($87K first-year deduction), Augusta Rule rental documentation ($14K tax-free), cost segregation on clinic buildout ($38K accelerated depreciation, year 1).
Reduced estimated payments in year 1. Tax Analysis paid back in 38 days.
Illustrative example based on common client profiles. Individual results vary based on specific tax situation.
Real Estate
A real estate investor in Texas — 14 residential rental units, $620K gross rental income, actively managing properties full-time
Tax Problem
Depreciating properties on the standard 27.5-year schedule, not formally documenting Real Estate Professional status, and running all rental income through a single LLC without entity optimization.
Strategies Identified
Cost segregation on 3 properties ($94K accelerated depreciation, year 1), REPS qualification documentation (converted $36K of passive losses to active), entity restructure reducing SE tax exposure ($18K annual savings).
Reduced tax liability in year 1. Cost segregation study alone returned 6x its cost.
Illustrative example based on common client profiles. Individual results vary based on specific tax situation.
Professional Services
A solo management consultant in Texas — operating as a sole proprietor, $385K annual revenue, no retirement plan in place
Tax Problem
Paying full self-employment tax on all net income, no retirement contributions, and not fully utilizing the qualified business income deduction. Had never evaluated S-Corp election.
Strategies Identified
S-Corporation election with optimized reasonable compensation ($52K salary, $128K distribution), Solo 401(k) at $61,500 first-year contribution including catch-up, QBI Section 199A deduction maximization ($22K additional deduction).
Reduced combined income and SE tax in year 1. S-Corp election covered the Tax Analysis fee within 3 months.
Illustrative example based on common client profiles. Individual results vary based on specific tax situation.
How It Works
Four steps from application to year-round advisory.
Submit Intake Form
Complete our advisory application — about 5 minutes. We analyze fit and respond within 48 hours.
Tax Analysis
We review 2-3 years of returns, run projections, and build your custom savings roadmap. You get a 60-minute strategy presentation with specific dollar amounts. Delivered in 10–18 business days.
$5,000 flatYour Decision
The analysis is a complete standalone deliverable — you own the findings document, the strategy list, all of it, regardless of what you decide next. No pressure.
Year-Round Advisory
Quarterly or monthly calls, proactive projections, and implementation support. We handle the strategy; you focus on the business.
Is This the Right Fit?
SDO’s advisory program is specific about who it serves well — and who it doesn’t.
Right Fit
- S-Corp, partnership, or multi-entity business owner
- $300K+ annual business revenue
- $50K+ annual tax burden (or suspect you’re overpaying)
- Want a year-round strategic partner, not an annual filing service
- Value expertise and willing to invest in getting the tax strategy right
- Open to implementing strategies, not just learning about them
Not the Right Fit
- Simple W-2 income or straightforward sole proprietorship
- Revenue under $300K (we offer tax preparation — see pricing)
- Looking for the lowest-cost option
- Looking for free advice without investing in a full analysis
- Not ready to share financial documents for the Tax Analysis
Being specific about fit isn’t a filter — it’s a quality guarantee. Every client in the program gets the full analysis, not a generic checklist.
Advisory Tiers
Four tiers, from annual check-ins to unlimited weekly access. Your Tax Analysis determines the right fit.
Tax Strategy Essentials
One entity, straightforward planning
Right for you if:
Single entity, $200K–$400K revenue, want proactive planning without frequent calls
- Semi-annual strategy sessions (Q2 + Q4)
- Year-end tax projection
- Quarterly estimated payment calculations
- QBI Section 199A optimization
- Retirement contribution guidance
- Email support (3 business day response)
- Written Tax Strategy Summary (annual)
Tax Strategy Plus
Growing complexity, quarterly guidance
Right for you if:
$400K–$1M revenue, multiple income streams, real estate, or considering additional entities
- Everything in Essentials, plus:
- 4 quarterly strategy calls per year
- Formal Reasonable Compensation Study (included)
- Augusta Rule assessment + documentation (included)
- Multi-year tax projection (3 years)
- Entity structure optimization review
- 2 ad-hoc calls/year for urgent questions
- 24-hour email response
Strategic Tax Partner
$1M+ revenue, monthly guidance
Right for you if:
$1M+ revenue, multi-entity, real estate investor, or planning a major transaction or exit
- Everything in Plus, plus:
- Monthly strategy calls (12/year)
- Same-business-day email response
- Direct mobile/text access to CPA
- Cost segregation screening (included)
- REPS qualification review
- Exit planning discussions
- Audit representation included
- 5-year strategic tax roadmap
Concierge
$2M+, 3+ entities, weekly access
Right for you if:
$2M+ revenue, 3+ entities, active M&A or exit planning, or international/multi-state operations
- Everything in Strategic, plus:
- Weekly check-ins or on-demand (no limit)
- Same-day response, all channels
- Direct CPA cell — no gatekeeping
- Multi-entity coordination and optimization
- M&A tax structuring and due diligence
- Business sale/exit tax modeling
- Annual half-day strategy session
Pricing is customized based on entity count, complexity, and revenue. Your Tax Analysis includes a tier recommendation with specific pricing based on your situation. Advisory starts at $500/month. Tax preparation is billed separately at a ~15% advisory client discount.
Common Questions
What is a Tax Analysis?
A Tax Analysis is a standalone paid engagement where we review 2-3 years of your tax returns, run projections, and build a custom savings roadmap with specific dollar amounts. You receive a written Tax Analysis Report, a Reasonable Compensation Study (for S-Corp owners), a Multi-Year Tax Projection, and a 60-minute strategy presentation where we walk through every opportunity we found.
The analysis is delivered in 10–18 business days. It’s a complete deliverable — you own the findings regardless of whether you continue to advisory. Clients have found $30,000–$80,000 in overlooked strategies (individual results vary). The Tax Analysis is $5,000 flat. Ready to start? →
How much does advisory cost?
Advisory starts at $500/month. Your Tax Analysis includes a tier recommendation with specific pricing based on your complexity. Scope varies based on entity count, number of states, and strategy depth.
We don’t publish exact monthly prices because the right tier depends on your specific situation — the analysis gives us the information we need to recommend the right fit. Start your Tax Analysis →
What if I just want the Tax Analysis and not ongoing advisory?
That’s fine. The analysis is a complete standalone deliverable. You own the findings document, the strategy list, all of it. You paid for it; it belongs to you. No ongoing obligation.
Many clients find the savings roadmap so valuable they choose to continue with advisory, but it’s entirely your decision. The analysis stands on its own.
Do you offer a free consultation?
We eliminated free discovery calls because a 30-minute conversation can’t tell us anything useful about your financials. The Tax Analysis reviews 2-3 years of actual returns and delivers a written savings roadmap with specific dollar amounts. Most clients find $30,000–$80,000 in opportunities.
That’s the only way we can give you a real answer — not a verbal pitch based on incomplete information. Start your Tax Analysis →
How is this different from standard tax preparation?
Tax preparation reports what happened last year. Tax advisory shapes what happens this year and next. SDO’s advisory program focuses on year-round strategy: quarterly projections, proactive optimization, and ongoing planning so you’re never surprised at year-end.
The Tax Analysis quantifies that difference for your specific situation — it shows exactly what strategies apply to your business and how much they’re worth.
What credentials and experience does SDO bring to advisory?
SDO CPA LLC is a Texas-licensed CPA firm. Our advisory team has Big Four experience (EY, KPMG) and 18+ years working with S-Corps, partnerships, and multi-entity business owners. Over 80% of our advisory clients are S-Corporation or partnership owners.
We track client satisfaction through NPS surveys. Our current score is 85. We’re small on purpose: every advisory client gets CPA-level attention, not a coordinator.
Ready to find out what you’re missing?
It takes about 5 minutes to submit the intake. We analyze fit and respond within 48 hours.
Were you referred by your attorney or an SDO client? Mention it in your intake form and we’ll prioritize your analysis.
Advisory results depend on your situation, not our promises. We won’t tell you we can save you $X until we’ve seen your returns. Case study examples are illustrative and based on common client profiles — individual results vary. Tax savings depend on individual circumstances. “Savings Identified” reflects cumulative strategies identified across Tax Analysis engagements — based on projected savings from recommended strategies; actual savings depend on implementation and individual circumstances. SDO CPA LLC is a Texas-licensed CPA firm. We provide tax advisory and preparation services. We do not provide legal, investment, or financial planning advice.