Texas CPA Firm

Serena Do, CPA in Dallas, Texas

CERTIFICATIONS

  • Certified Public Accountant
  • Member, American Institute of Certified Public Accountants (AICPA)

Serena Do, CPA

TITLE

Managing Partner

HOMETOWN

Arlington, TX

YEARS OF EXPERIENCE

17

EDUCATION

UTA Dallas CPA Firm Member

A CPA That Understands the Texas Business Landscape

With 17+ years of experience in tax compliance, multi-state filings, and small business accounting, I bring deep financial expertise to Texas's diverse business community. From tech startups in Austin and energy companies in Houston to logistics firms in DFW and family businesses across the state, I help business owners stay compliant and scale efficiently.

At SDO CPA, we provide modern, cloud-based accounting solutions to help Texas business owners streamline their bookkeeping, tax planning, and fractional CFO services. Whether you need help structuring your finances for growth, managing franchise tax obligations, or optimizing cash flow, we offer tech-driven financial solutions tailored to your industry.

SPECIALTIES

INDUSTRIES

  • Real Estate
  • Construction & Trades
  • Restaurants
  • Professional Services
  • Technology & Software
  • Consumer Goods & Retail
  • Healthcare & Medical Practices

Texas is home to 3.3 million small businesses—more than any state except California. With 500,000+ new business applications in 2024 and no state income tax, the Lone Star State offers unmatched opportunity for entrepreneurs. But opportunity comes with complexity: franchise tax filings, multi-city sales tax, and federal compliance. SDO CPA helps Texas businesses navigate it all.

Texas 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 Texas business.

A Trusted CPA For Modern Texas Businesses

The Complete Guide to 1099 Filing for Business Owners in 2024
Optimize Your Finances & Free Up Time

Pain Point: Running a business in Texas means handling bookkeeping, payroll, tax planning, and financial forecasting—all while trying to grow revenue.

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 businesses across the state.

Solution: As a CPA firm that serves Texas businesses, we help startups, established companies, and growing businesses stay compliant with local, state, and federal tax regulations while maximizing deductions.

CPA vs. Tax Preparer—find out the average costs, benefits, and savings to help your small business thrive.
HR & Payroll Services in Duncanville, DeSoto, Cedar Hill
Strategic CPA Services For Growth-Focused Businesses

Pain Point: Many experienced CPAs are retiring, leaving Texas entrepreneurs searching for 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.

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—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?

  1. 1
    Statewide Reach, Local Understanding
    Texas spans 268,000 square miles and dozens of distinct business ecosystems—tech startups in Austin, energy and healthcare in Houston, logistics and real estate in DFW, and family businesses in every region. We serve clients across the state through cloud-based tools and video consultations, while maintaining the responsiveness of a local firm.
  2. 2
    Scalable Financial Strategy
    From fractional CFO services to tax planning, we provide high-level financial guidance to help Texas businesses scale efficiently—without the cost of hiring a full-time CFO. Our services grow with you.
  3. 3
    Tech-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.
  4. 4
    Proactive Tax Strategy & Compliance
    Texas 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.
  5. 5
    A CPA Firm Invested In Your Long-Term Success
    Many CPA firms are scaling back or retiring—we're here for the long run. As a modern CPA firm for Texas, we're committed to providing year-round advisory services and long-term financial support to your business.

Frequently Asked Questions

How much does a CPA cost for a small business in Texas?

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. Schedule a free consultation to get a custom quote.

What is the Texas franchise tax and does my business owe it?

The Texas franchise tax is a margin-based tax on businesses operating in the state. For 2024–2025 reports, businesses with annualized total revenue of $2.47 million or less owe no tax—but must still file ownership reports. If your revenue exceeds the threshold, rates are 0.375% for retail/wholesale businesses and 0.75% for most others. Businesses under $20 million can elect the simplified EZ Computation at 0.331%.

Do I need a CPA if my business is under the Texas franchise tax threshold?

Even if your revenue is below the $2.47 million threshold and you owe no franchise tax, you still need to file a Public Information Report (PIR) or Ownership Information Report (OIR) by May 15 each year. Missing this deadline can result in penalties and potential forfeiture of your right to do business in Texas. A CPA also helps with federal tax obligations, bookkeeping accuracy, and strategic planning.

What's the deadline for Texas franchise tax filing?

Texas franchise tax reports are due May 15 each year. If you need more time, you can request an extension, but any tax owed is still due by the original deadline to avoid penalties. Late filing incurs a $50 penalty, plus 5% of tax owed if paid 1–30 days late.

What's the difference between a bookkeeper and a CPA?

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 so your books are accurate and tax-ready.

Can you work with my existing QuickBooks or accounting software?

Yes. We work with QuickBooks Online, Xero, FreshBooks, and other cloud-based platforms. If you're using desktop software or spreadsheets, we can help you migrate to a cloud system for better real-time visibility. We also integrate with payroll platforms like Gusto and expense tools like Ramp.

Do you work with businesses outside of Texas?

Yes. While we're based in Duncanville, Texas, we serve clients across the state and nationwide through secure cloud-based tools and video consultations. Whether you're in Dallas, Houston, Austin, or operating remotely, we can support your tax and bookkeeping needs virtually.

How do I get started with SDO CPA?

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. Once you're on board, we'll handle onboarding—connecting to your accounts, setting up your books, and establishing a communication rhythm that works for you.

Ryan M., Agency Owner


Their hands-on, tech-forward approach keeps our finances optimized. I highly recommend SDO CPA for any Texas business looking to level up.

Alex R., Austin Tech Founder


SDO CPA has been a game-changer for our startup. 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:

February 23, 2025

Location – Houston CPA Firm

February 17, 2025

Location – Fort Worth CPA Firm

February 23, 2025

Location – DeSoto CPA Firm

February 17, 2025

Location – Dallas CPA Firm

February 18, 2025

Location – Cedar Hill TX CPA Firm

February 18, 2025

Location – Austin CPA Firm

February 23, 2025

Location – Arlington CPA Firm

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Ready to Work With a CPA Who Knows Texas?

Let's simplify your finances. Schedule a free consultation to learn how SDO CPA can help your Texas business scale—whether you're in Dallas, Houston, Austin, or anywhere across the Lone Star State.