SDO CPA helps business owners with S-Corps, partnerships, C-Corps, Schedule C, and multi-entity structures through proactive, year-round tax planning and strategy.
SDO CPA specializes in tax services for S-Corporations, partnerships, C-Corporations, Schedule C sole proprietors, and international tax compliance. With 18+ years of experience, including alumni from EY and KPMG, the firm has filed over 1,000 business tax returns.
Services include bookkeeping, outsourced accounting, fractional CFO, tax planning, international tax compliance, real estate tax services, and tax preparation. The firm emphasizes year-round strategy, secure client portals, and a high client retention rate (90%).
Big Four alumni experience
Year-round proactive tax strategy
Secure client portal for document exchange
High client retention (90%)
Specialized services for S-Corps, partnerships, C-Corps, and international tax
Services
S-Corporation Tax Services
Reasonable salary optimization, K-1 allocations, basis tracking, and multi-entity coordination.
"Their expertise and responsiveness is helping us a lot!"
Frequently Asked 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 and is priced at a flat $5,000. It provides a complete deliverable—you own the findings regardless of whether you continue with advisory services.
How much does advisory cost? +
Advisory starts at $500 per month. Your Tax Analysis includes a tier recommendation with specific pricing based on your complexity. The firm does not publish exact monthly prices because the right tier depends on your specific situation—the analysis provides the necessary information to recommend the appropriate fit. Start your Tax Analysis to receive a personalized pricing recommendation.
What if I just want the Tax Analysis and not ongoing advisory? +
That’s fine. The Tax Analysis is a complete standalone deliverable. You own the findings document, the strategy list, and all related materials. No ongoing obligation is created. Many clients find the savings roadmap so valuable they choose to continue with advisory, but it is entirely your decision.
Do you offer a free consultation? +
We eliminated free discovery calls because a 30-minute conversation cannot provide useful insights 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 overlooked strategies. This is the only way we can give you a real answer—not a verbal pitch based on incomplete information. Start your Tax Analysis to receive a detailed assessment.
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, with a current score of 85. We’re small on purpose: every advisory client gets CPA-level attention, not a coordinator.
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