Business Details
Expert CPA Services for Tax & Accounting Needs
SDO CPA is a specialized accounting and tax services firm dedicated to providing expert financial guidance for individuals, businesses, and real estate investors. Our team of licensed CPAs brings extensive experience from prestigious firms like KPMG and EY, along with deep expertise in tax law, bookkeeping, and strategic financial planning. We prioritize personalized service, leveraging advanced tax strategies and cloud-based technology to streamline processes, minimize liabilities, and ensure compliance.With a focus on long-term partnerships, we offer year-round support, from payroll management to complex business tax planning, tailored to clients across industries. Our commitment to continuous education ensures clients benefit from the latest industry insights, while our virtual services extend nationwide, combining convenience with unmatched professionalism.
Services
Tax Preparation
Bookkeeping
Payroll Services
Tax Planning
Accounting
Highlights and features
- Team includes former Big Four CPAs with specialized tax expertise
- Tech-forward solutions for accurate bookkeeping and seamless compliance
- Proactive tax planning to minimize liabilities amid evolving regulations
- Scalable services adapting to startups and established businesses
- Year-round support with responsive, long-term CPA partnerships
What people say
Expert tax savings
Reliable compliance
Proactive planning
Tech-savvy solutions
Trusted advisors
Services
Tax Preparation
Comprehensive tax preparation for individuals and businesses, including S-Corporations, partnerships, and real estate investors. Our CPAs ensure compliance with federal and state regulations while maximizing deductions. Services cover Form 1065, 1120S, and complex multi-state filings, with virtual support available nationwide.
Bookkeeping
Tech-driven bookkeeping solutions for small businesses and startups. We manage daily financial transactions, reconcile accounts, and generate reports to maintain accurate records. Services include accrual-based tracking, QuickBooks integration, and catch-up bookkeeping for improved financial visibility and tax readiness.
Payroll Services
Full-service payroll management ensuring compliance with tax laws and timely payments. We handle wage calculations, tax withholdings, direct deposits, and year-end W-2/1099 reporting. Services integrate seamlessly with accounting systems to streamline financial operations for growing businesses.
Tax Planning
Proactive tax planning to reduce liabilities and optimize savings. Our CPAs analyze business structures, recommend entity conversions (e.g., LLC to S-Corp), and leverage deductions like Section 179. Services include quarterly estimated tax calculations and year-round advisory to adapt to changing regulations.
Accounting
Strategic accounting services for financial growth, including CFO-level advisory, budgeting, and cash flow management. We support startups and established businesses with financial statement preparation, audit readiness, and cloud-based tools for real-time financial insights.
People
Serena Do
Managing Partner
Former Tax Manager at EY LLP with expertise in business tax strategy and multi-state filings. Licensed CPA with 15+ years of experience in public accounting and private consulting.
Steve Rutherford
CPA Advisor
Experienced CPA with background in family offices and tax management. Specializes in strategic tax planning and compliance for high-net-worth individuals and complex business structures.
Fawn
CPA Accountant
Detail-oriented CPA focused on accurate tax return preparation and bookkeeping. Proficient in QuickBooks and cloud accounting systems for small business financial management.
Questions
What tax services does SDO CPA offer?
We prepare individual and business tax returns, including S-Corp, partnership, and multi-state filings. Services also cover payroll tax, sales tax, and strategic tax planning.
Do you work with out-of-state clients?
Yes, we serve clients nationwide virtually through secure online systems for tax preparation, bookkeeping, and advisory services.
How are your fees structured?
Fees depend on complexity. Basic bookkeeping starts at $300/month, while business tax services begin at $750. We provide transparent estimates after initial consultation.
Can you handle complex tax situations?
Yes, our team specializes in complex returns for real estate investors, multi-state businesses, and high-net-worth individuals with diverse income streams.
What accounting software do you use?
We primarily use QuickBooks Online for bookkeeping and integrate with platforms like Gusto and Ramp for payroll and expense management.
Do you offer year-round tax support?
Yes, we provide ongoing tax planning, quarterly estimated tax calculations, and advisory services to optimize savings throughout the year.
