The Colony CPA Firm for S-Corps & Small Businesses

Looking for a CPA in The Colony? SDO CPA provides virtual tax preparation, bookkeeping, payroll, and fractional CFO services to The Colony businesses specializing in S-Corps and partnerships. We provide upfront estimates — if scope changes, we discuss it first. Schedule a free consultation.
Serena Do, CPA — Managing Partner of SDO CPA

Serena Do, CPA

Managing Partner | Duncanville, TX (Serving The Colony Virtually)

18+ Years Experience | AICPA Member

Licensed CPA — Texas State Board of Public Accountancy

With 18+ years of experience helping business owners across the country, I bring specialized expertise to The Colony’s Hospitality, Healthcare, Professional Services economy. Whether you’re managing lakefront tourism creating seasonal revenue fluctuations requiring cash flow management or capitalizing on The Colony’s lakefront developments and proximity to corporate corridor along Sam Rayburn Tollway, SDO CPA provides the virtual accounting support your business needs.

We offer cloud-based tax preparation, bookkeeping, payroll, and fractional CFO services designed for The Colony business owners who want proactive guidance — not just annual tax filing.

Key Takeaways: The Colony CPA Services

  • Virtual CPA services — Full tax, bookkeeping, and advisory support without geographic limitations
  • Texas tax expertise — Texas has no state income tax, but franchise tax (margin tax) applies to most businesses planning and multi-state compliance
  • Industry focus — Specialized experience with Hospitality, Healthcare, Professional Services
  • 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 The Colony, TX

The Colony sits along the eastern shore of Lewisville Lake in Denton County at the Sam Rayburn Tollway, blending lakefront recreation with residential growth and corporate office development in the Grandscape and Nebraska Furniture Mart district. The city’s hospitality and recreation businesses experience pronounced seasonal patterns—summer lake tourism and year-round entertainment venues create revenue fluctuations requiring strategic tax planning and cash flow management. The Colony businesses benefit from S-Corp or partnership structures that allow flexible profit distributions to manage owner income across variable revenue cycles while maintaining pass-through tax benefits. The city’s proximity to the Frisco corporate corridor and Legacy West development attracts professional service providers and healthcare practices serving affluent suburban markets. SDO CPA assists The Colony entrepreneurs with entity structure optimization for hospitality and service businesses, quarterly estimated tax planning that accounts for seasonal revenue patterns, and franchise tax strategies that preserve capital during off-peak periods while managing compliance as businesses cross the $2.47 million revenue threshold.

Texas Tax Planning Tip

Texas doesn’t have a state income tax, but the Texas franchise tax (margin tax) applies to businesses with revenue above $2.47 million. S-Corp and partnership owners should analyze whether the E-Z Computation rate (0.331% of revenue) or the standard rate (0.75% of margin) produces a lower tax bill.

The Colony is home to 2,900+ small businesses and a population of 46,850. From Hospitality, Healthcare, Professional Services to professional services, The Colony business owners need CPAs who understand lakefront tourism creating seasonal revenue fluctuations requiring cash flow management and can provide year-round tax planning — not just compliance.

CPA Services for The Colony Businesses

Common Challenges for The Colony Business Owners

Challenge

The Colony businesses often face lakefront tourism creating seasonal revenue fluctuations requiring cash flow management, 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 The Colony’s business environment, helping you handle lakefront tourism creating seasonal revenue fluctuations requiring cash flow management with confidence.

Challenge

Many The Colony 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 The Colony 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 lakefront restaurant sees huge summer spikes and slower winters. SDO CPA restructured us as an S-Corp and implemented a profit distribution strategy that smooths our tax burden across the year, saving us $17,400 annually.”
— Nicole F., Restaurant owner in The Colony

How to Get Started With SDO CPA

1

Schedule Your Free Consultation

Book a call to discuss your The Colony business, current financial setup, and goals.

2

Get Your Custom Proposal

Receive a clear proposal with upfront estimates — if scope changes, we discuss it first.

3

Seamless Onboarding

We connect to your QuickBooks or Xero and organize your books within 30 days.

4

Ongoing Partnership

Monthly reports, proactive tax planning, and year-round CPA access.

Why The Colony Business Owners Choose SDO CPA

Texas Tax Expertise

We understand Texas has no state income tax, but franchise tax (margin tax) applies to most businesses and help The Colony 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 The Colony 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

How much does a CPA cost for a small business in The Colony?
At SDO CPA, bookkeeping starts at $300-$500 per month for a single entity. Full-service packages including bookkeeping, tax planning, and advisory range from $1,000-$2,000 per month with upfront estimates — if scope changes, we discuss it first. View our pricing.
Can a virtual CPA serve my The Colony business?
Yes. CPAs can prepare tax returns and provide accounting services for clients in any state. SDO CPA serves The Colony businesses through secure cloud-based tools including QuickBooks Online, Gusto, and encrypted document sharing with the same quality as a local firm.
Do you specialize in Hospitality businesses?
Yes. The Colony’s Hospitality sector has unique accounting needs including industry-specific deductions, revenue recognition, and compliance requirements that we address with tailored solutions.
What is the difference between a bookkeeper and a CPA?
A bookkeeper records transactions and maintains financial records. A CPA is a state-licensed professional who can prepare and sign tax returns, provide tax planning advice, represent you before the IRS, and offer strategic financial guidance that bookkeepers cannot.
Do you offer fractional CFO services for The Colony businesses?
Yes. Our fractional CFO services provide cash flow forecasting, budgeting, financial modeling, and strategic planning for The Colony businesses generating $500K+ in revenue that need financial leadership without a full-time hire.
Should my The Colony business be an S-Corp or LLC?
It depends on your net income. Generally, businesses earning over $60,000 in net profit may save on self-employment taxes by electing S-Corp status. Use our S-Corp tax calculator to estimate savings, then schedule a consultation for personalized analysis.
How quickly does SDO CPA respond to questions?
We respond to all client inquiries within one business day. For urgent tax matters, we prioritize same-day responses. You’ll have direct access to your CPA — no call centers or gatekeepers.
What accounting software do you work with?
We work with QuickBooks Online, Xero, Gusto for payroll, and Ramp for expense management. We’ll recommend the best setup for your The Colony business during your free consultation. Learn about our bookkeeping services.

Resources for The Colony Business Owners

Also Serving Dallas-Fort Worth Metroplex

SDO CPA provides virtual CPA services to businesses throughout Dallas-Fort Worth Metroplex and Texas.

Ready to Work With a CPA Who Understands The Colony Businesses?

Schedule your free consultation today. We’ll analyze your tax situation and provide an upfront estimate with no obligation.

Schedule a Call
Licensing Disclaimer: SDO CPA LLC is a Texas-registered CPA firm. Our team provides tax preparation, bookkeeping, and advisory services to clients nationwide. Services requiring CPA licensure are performed by Texas-licensed CPAs. We do not provide attest services (audits, reviews, or compilations). Per Texas State Board of Public Accountancy regulations (22 TAC §501.82).