Payroll Companies & Payroll Services in Duncanville, TX

SDO CPA is a certified public accounting firm based in Duncanville, Texas, in the Dallas area. It works with business owners in many states, and its website describes it as a virtual firm that serves clients across the country. The firm focuses on companies organized as S-Corporations, partnerships and C-Corporations, along with sole proprietors and owners who run several entities.

For buyers comparing payroll providers, SDO CPA offers payroll as one part of a wider accounting and tax relationship rather than as a standalone payroll product.

Payroll in the context of tax strategy

The firm lists payroll services in its accounting and CFO practice, and its outsourced accounting offering covers payroll together with payables, receivables and financial reporting. Its payroll work is closely tied to S-Corp owner compensation.

The firm says the salary an S-Corp owner pays themselves affects payroll taxes, the room available for retirement contributions, the qualified business income deduction and shareholder basis. SDO CPA builds a written record to support each working owner's salary, covering the owner's duties, hours and local pay data.

It also handles owner health insurance premiums for shareholders who own more than 2%, which have to go through payroll and appear on the W-2 before the owner can deduct them on a personal return.

Services offered

• Payroll services and payroll handled through outsourced accounting
• Monthly bookkeeping and catch-up bookkeeping
• Fractional CFO support, including forecasting and KPI tracking
• Form 1120-S, 1065 and 1120 business return preparation, plus Schedule K-1s
• Year-round tax planning and advisory work
• International filings such as Forms 5471, 5472, 8865, 8858 and FBAR
• Schedule C work for sole proprietors and self-employed professionals

Industries and specialties

Partnerships and S-Corps make up about 80% of the firm's work. Its industry pages cover healthcare practices and physicians, construction, startups, small businesses, real estate investors, restaurants and food trucks, and franchise owners. The firm also takes on multi-state filings, tracking of stock and debt basis, and partnership special allocations.

How the firm works with clients

New clients start by filling out an intake form that describes their entity structure and needs. The firm reviews it and gives an estimate before any work begins. Clients on planning engagements get quarterly check-ins and a year-end strategy session in October, and the firm says it usually replies within one business day. Documents are exchanged and signed through an encrypted client portal instead of email.

Background and credentials

Serena Do, CPA, is the managing partner and has more than 19 years of experience, including time at EY and KPMG. The firm holds a Texas CPA license, is an AICPA member and says it has filed more than 1,000 business tax returns.

It reports a 4.7-star average across 46 Google reviews, a Net Promoter Score of 87 from 116 client surveys and 90% client retention. SDO CPA is a good fit for business owners who want payroll handled by advisors who also manage the related tax and owner compensation issues.