Website: sdocpa.com
Phone: 972-296-0981
SDO CPA LLC is a virtual CPA firm that markets tax preparation, bookkeeping, payroll, and fractional CFO services to Port St. Lucie business owners. The firm is a Texas-licensed practice headquartered at 214 S Main St, Suite 101C, Duncanville, TX 75116, with a listed phone number of 972-296-0981. According to the firm’s own disclosure, it does not maintain a physical office in Florida, does not hold a CPA license in Florida, and serves Florida clients remotely under CPA practice mobility provisions, with services requiring CPA licensure performed by Texas-licensed CPAs. The firm states it does not provide attest services such as audits, reviews, or compilations. The managing partner is identified as Serena Do, CPA, who is described as having 18-plus years of experience and AICPA membership, based in Duncanville, TX and serving Port St. Lucie virtually.
Services
The firm lists business tax preparation for LLCs, S-Corps, partnerships, and sole proprietors, covering federal and Florida business returns. Its bookkeeping and accounting service is described as monthly bookkeeping, bank reconciliation, and financial statements using QuickBooks or Xero, and the firm also offers catch-up bookkeeping and outsourced accounting. Additional listed services include full-service payroll processing, tax deposits, and quarterly filings through Gusto integration; tax planning and strategy; fractional CFO services covering cash flow forecasting, budgeting, and financial strategy; and S-Corp tax services such as reasonable compensation analysis, QBI optimization, and S-Corp election guidance. The firm also lists international tax services, including various foreign disclosure forms.
Who They Serve
SDO CPA describes itself as an S-Corporation and partnership tax specialist whose clients are pass-through entity owners. The firm lists industry specialties including healthcare and physicians, construction, startups, small business, real estate, restaurants and food trucks, and franchise owners. In its Port St. Lucie materials, the firm references the city’s healthcare, construction, and retail economy, including the Tradition development and area hospitals, and states it helps contractors with multi-project cost accounting and percentage-of-completion revenue tracking. The firm states it serves clients across 48-plus states.
Approach & Tools
The firm describes a cloud-based, virtual model using QuickBooks Online, Xero, Gusto for payroll, and Ramp for expense management, with an encrypted client portal, secure data storage, and a Written Information Security Plan. Its stated onboarding process includes a call to discuss the business, a custom proposal with upfront estimates, connection to the client’s QuickBooks or Xero and organization of the books within 30 days, and an ongoing partnership with monthly reports and year-round CPA access. On pricing, the firm states bookkeeping starts at $300 to $500 per month for a single entity, with full-service packages ranging from $1,000 to $2,000 per month, and emphasizes upfront estimates with discussion before any scope change. The firm states it responds to inquiries typically within a few business days.
In its published FAQ, the firm states that CPAs can prepare tax returns and provide accounting services for clients in any state, and that it serves Port St. Lucie businesses through secure cloud-based tools with the same quality it describes for a local firm. It explains the difference between a bookkeeper, who records transactions and maintains records, and a CPA, who is state-licensed and can prepare and sign tax returns, provide tax planning, and represent clients before the IRS. The firm states that its fractional CFO services are aimed at businesses generating $500K or more in revenue that need financial leadership without a full-time hire, and that S-Corp election generally becomes worth evaluating for businesses earning over $60,000 in net profit. It provides calculators on its site, including an S-Corp tax calculator, a QBI calculator, and a self-employment tax calculator.
SDO CPA LLC is a remote, Texas-based firm marketing virtual accounting and tax services to Port St. Lucie and Treasure Coast businesses rather than operating a local office in the area.