Business Details
Trusted Tax & Accounting Services for Small Businesses in Duncanville, TX
Founded with a mission to transform tax and accounting services, SDO CPA combines Big Four expertise with personalized client care. Our team, including former professionals from KPMG and EY LLP, specializes in strategic tax optimization, bookkeeping, and financial advisory for small businesses, startups, and real estate investors. We leverage advanced cloud-based tools to streamline processes, ensuring accuracy in tax filings, payroll management, and financial reporting. With a focus on proactive tax planning, we help clients minimize liabilities, maximize deductions, and navigate complex regulations.Our commitment to year-round support and transparent communication sets us apart, offering businesses scalable solutions tailored to their growth stages. Backed by industry-specific knowledge and a client-first philosophy, we serve clients nationwide through secure virtual platforms while maintaining a physical presence in Duncanville, Texas.
Services
Tax Preparation
Bookkeeping
Payroll Services
Tax Planning
Accounting
Highlights and features
- Former Big Four CPAs with KPMG and EY LLP expertise
- Year-round tax planning and compliance support
- Tech-forward solutions for bookkeeping and payroll
- Personalized service tailored to business growth stages
- Nationwide virtual services with local Texas expertise
What people say
Expert tax services
Reliable year-round support
Personalized attention
Proactive financial guidance
Handles complex situations
Services
Tax Preparation
Comprehensive tax preparation services for individuals and businesses, including S-Corporations, partnerships, and multi-state filings. Our CPAs ensure compliance with current tax laws while maximizing deductions and credits. We handle complex returns for real estate investors, startups, and small businesses.
Bookkeeping
Tech-driven bookkeeping solutions with cloud-based tools for accurate financial tracking. Services include monthly close processes, financial reporting, and integration with QuickBooks to maintain organized records for tax readiness and business decision-making.
Payroll Services
Full-service payroll management including tax filings, wage calculations, and compliance with federal/state regulations. We handle payroll processing for growing businesses to ensure accuracy and timely payments while minimizing tax liabilities.
Tax Planning
Proactive tax planning to minimize liabilities through entity structuring, deduction optimization, and year-round advisory. Our team specializes in S-Corp conversions, Section 179 deductions, and multi-state tax compliance strategies for long-term savings.
Accounting
Strategic accounting services including financial statement preparation, cash flow analysis, and advisory support. We provide CFO-level insights to help businesses maintain compliance, improve profitability, and achieve financial goals through data-driven recommendations.
People
Serena Do
Managing Partner
Former Tax Manager at EY LLP with KPMG experience. Specializes in business tax strategy and multi-state filings. Leads SDO CPA's team in delivering strategic tax optimization for growing businesses nationwide.
Steve Rutherford
CPA Advisor
Licensed CPA with extensive experience in tax advisory services. Focuses on helping small businesses and real estate investors navigate complex tax regulations while providing year-round financial guidance and compliance support.
Kouri
CPA Accountant
Certified Public Accountant specializing in business tax compliance and financial reporting. Provides expert accounting services to startups and small businesses, ensuring accurate records and strategic tax planning.
Fawn
CPA Accountant
Experienced CPA offering specialized tax preparation and advisory services. Focuses on individual and business tax compliance, with expertise in optimizing deductions and minimizing tax liabilities for diverse clients.
Questions
What tax services do you offer for small businesses?
We provide S-Corporation, partnership, and multi-state tax preparation, entity selection consulting, and strategic tax planning to minimize liabilities for small businesses.
Do you work with out-of-state clients?
Yes, we serve businesses nationwide through secure online systems while maintaining expertise in Texas franchise tax and sales tax requirements.
How do you keep client data secure?
We use encrypted portals, secure data transmission, and strict protocols to protect information, complying with industry cybersecurity standards for financial data.
What accounting software do you use?
We primarily use QuickBooks Online for bookkeeping due to its industry-standard status, ease of collaboration, and seamless tax preparation integration.
Can you help convert my LLC to an S-Corp?
Yes, we handle full LLC-to-S-Corp conversions including Form 2553 filing, payroll setup, and documentation to ensure IRS compliance and tax savings.
Do you offer free consultations?
Yes, we provide a complimentary 25-minute consultation to discuss your tax and accounting needs before starting any services.
