CPA Firm in Plano, TX — Tax Planning & Advisory for the DFW Metro

SG Inc CPA is a CPA firm located at 555 Republic Dr, Suite 500, Plano, TX 75074. We serve medical practice owners, real estate investors, and high-income business owners across the Dallas–Fort Worth metro with proactive tax planning, accounting, bookkeeping, and year-round advisory services.

Most DFW business owners come to us at the same inflection point: their CPA files on time and files accurately — but has never walked them through a mid-year tax projection, reviewed their entity structure, or connected their business income to their personal financial goals. The result is a tax bill that always feels larger than it should, financial reporting that arrives after every decision has already been made, and a CPA relationship that operates in one direction.

SG Inc CPA is built for a different kind of engagement. Led by Shweta Garg, CPA, CTC — a Certified Tax Coach — our Plano team coordinates your business taxes, personal income, entity structure, and long-term plan into a single, coherent strategy. We work with clients in person at our Plano office and remotely throughout the DFW metro and North Texas.

Our Plano Office

555 Republic Dr, Suite 500, Plano, TX 75074
(214) 315-6392 | (214) 723-7553
marketing@sginccpa.com
Monday – Friday: 9:00 AM – 5:00 PM PT | Saturday: By appointment | Sunday: Closed
https://sginccpadallas.securefilepro.com/
Free parking in the Republic Drive professional complex. Suite 500 is accessible from the main lobby.

Getting Here

SG Inc CPA is located at 555 Republic Dr, Suite 500, Plano, TX 75074 in the Republic Drive professional office complex in central Plano. The office is accessible from all major DFW highways and is approximately 25 minutes from downtown Dallas under normal traffic conditions.

1- From downtown Dallas (US-75 North)

Take US-75 North (Central Expressway) toward Plano. Exit at K Ave / 15th St (Exit 28). Head east on K Ave, then turn left (north) on Republic Dr. The office complex is approximately 0.5 miles north on the left. Suite 500 is in the main building.

2- From Frisco / McKinney (US-75 South)

Take US-75 South toward Plano. Exit at K Ave / 15th St (Exit 28). Turn right (east) on K Ave, then left (north) on Republic Dr. The complex is 0.5 miles north on the left.

3- From Irving / Las Colinas (SH-183 / I-635)

Take I-635 East to US-75 North. Follow US-75 North to the K Ave exit (Exit 28) in Plano. Head east on K Ave, then north on Republic Dr to the office complex.

4- From Richardson / Garland (SH-190 / PGBT)

Take SH-190 West (President George Bush Turnpike) to US-75 North. Exit at K Ave (Exit 28). Head east on K Ave, then north on Republic Dr.

5- Parking

Free surface parking is available throughout the Republic Drive complex. Drive to the Suite 500 entrance and park in any unmarked visitor space. No validation required.

Services Available at Our Plano, TX Office

All SG Inc CPA services are available to clients at the Plano location, both in person and remotely. Our DFW team delivers the full scope of tax, accounting, and advisory services described below.

01 Tax Planning

Year-round, proactive strategy across business and personal income — led by a Certified Tax Coach. Mid-year projections,

02 Business Tax Preparation

Complete, coordinated filings for S-Corps, LLCs, partnerships, and sole proprietors. Business and personal returns prepared together, not in isolation.

03 Bookkeeping Services

Clean, current books maintained on a regular schedule. Organized for decisions, financing, audits, and year-end filing without emergency cleanup.

04 Accounting Services

Monthly financial reporting that gives DFW business owners a real-time view of revenue, margins, and cash position — not just a year-end summary.

05 Payroll Services

Full payroll processing, payroll tax filings, and W-2 preparation for DFW businesses. Includes owner payroll setup for S-Corp owners.

06 QuickBooks Setup & Cleanup

QuickBooks Online configuration, chart of accounts review, and catch-up bookkeeping for businesses that have fallen behind or outgrown their current setup.

07 Entity Structuring

S-Corp election analysis, LLC structure review, and multi-entity coordination as DFW owners’ income and business complexity evolve.

08 Real Estate Accounting

Property-level bookkeeping, depreciation planning, cost segregation analysis, lender-ready financials, and entity review for DFW real estate investors.

09 Business Licensing & Formation

Entity formation and licensing support for new Plano and DFW businesses, and for existing owners adding a new operating entity to their structure.

Serving Plano and the DFW metro — in person or remote.

Who We Serve in the DFW Metro

Our Plano office focuses on three client profiles that share a common need: a CPA who plans ahead, not just one who files on time. Each carries financial complexity that standard compliance work does not address.

01
Medical practice owners and physicians in DFW

Doctors, surgeons, dentists, and clinic operators across Plano, Frisco, Allen, and the broader DFW metro who need healthcare-specific tax planning, practice entity structuring, payroll compliance, equipment deduction strategy, and a coordinated business and personal tax plan.

02
Real estate investors and property owners in North Texas

DFW landlords, residential and commercial investors, short-term rental operators, and multi-entity real estate businesses in Collin, Dallas, Denton, and Rockwall counties who need property-level bookkeeping, cost segregation analysis, lender-ready financials, and tax-efficient entity structures.

03
High-income business owners and S-Corp operators in DFW

Business owners with $500K or more in annual revenue — particularly S-Corp owners and multi-entity operators — who need S-Corp optimization, owner compensation planning, and a CPA team that stays engaged between filing seasons.

North Texas and the DFW Metro

SG Inc CPA’s Plano office serves clients throughout the Dallas–Fort Worth Metroplex and surrounding North Texas communities. In-person appointments are available at 555 Republic Dr, Suite 500, Plano, TX 75074. Remote service is available to all clients throughout the region.

Collin County

Dallas County

Denton & Rockwall Counties

Why DFW Business Owners Choose SG Inc CPA

The DFW metro has a large and competitive CPA market. Most firms offer compliance-first service: accurate returns, on-time filing, and a relationship that is most active between January and April. SG Inc CPA is built on a different model.

One of the few DFW CPA firms led by a Certified Tax Coach (CTC)

Shweta Garg, CPA, CTC holds one of the most specialized credentials available in proactive tax reduction strategy. The CTC designation is earned through advanced training in tax minimization beyond standard compliance — and is held by a small number of CPA professionals in the DFW market. For clients at SG Inc CPA, this means working with an advisor whose formal training is centered on reducing what you pay, not just reporting what you owe.

Healthcare and real estate depth in a market that needs it

Collin County and the broader DFW metro has one of the highest concentrations of medical practice owners, independent physicians, and real estate investors in Texas. SG Inc CPA has built its practice around these two client profiles — not as a generalist that occasionally serves them, but as a firm where they are the primary focus.

Business and personal taxes treated as one plan

For DFW business owners and physicians, the decisions made in the business return — compensation structure, distributions, entity elections — directly affect the personal return. Most Plano-area CPA firms handle these as separate engagements. SG Inc CPA coordinates them as a single plan.

Year-round access, not just filing season

Our Plano clients have access to their CPA team between filing seasons — for compensation changes, major purchases, entity additions, deal reviews, and tax projections before decisions are made, not after.

Two-office firm covering both Texas and California

SG Inc CPA operates from Plano, TX and Milpitas, CA — giving DFW clients with California operations, income, or investments access to a single CPA relationship that understands both states’ tax environments.

Frequently Asked Questions — Plano, TX CPA

Where is SG Inc CPA located in Plano, Texas?

SG Inc CPA is located at 555 Republic Dr, Suite 500, Plano, TX 75074, in the Republic Drive professional office complex in central Plano. The office is approximately one mile north of the US-75 (Central Expressway) and K Ave intersection. Free parking is available in the complex. Office hours are Monday through Friday, 9:00 AM to 5:00 PM CT. Saturday appointments are available by request. The primary phone number is (214) 315-6392.

What services does SG Inc CPA offer at the Plano, TX location?

SG Inc CPA’s Plano office provides tax planning, business tax preparation, accounting services, bookkeeping, payroll processing, QuickBooks setup and cleanup, entity structuring, real estate accounting, and business licensing and formation. All services are available in person at 555 Republic Dr, Suite 500, Plano, TX 75074, or remotely via the firm’s secure client portal. The firm specializes in proactive tax planning for medical practice owners, real estate investors, and high-income business owners across DFW.

Is SG Inc CPA a good CPA for medical practice owners and doctors in Plano or DFW?

Yes. SG Inc CPA specializes in medical practice owners, physicians, and healthcare business operators in the Dallas–Fort Worth metro. Services for healthcare clients include practice entity structuring, healthcare payroll compliance, medical equipment depreciation planning (including Section 179), and coordinated business and personal tax strategy. The firm is led by Shweta Garg, CPA, CTC — a Certified Tax Coach — at 555 Republic Dr, Suite 500, Plano, TX 75074. Call (214) 315-6392 to schedule a review.

Does SG Inc CPA help real estate investors in the Dallas–Fort Worth area?

Yes. SG Inc CPA serves real estate investors, landlords, and property owners throughout the DFW metro from its Plano, TX office at 555 Republic Dr, Suite 500. Services include property-level bookkeeping, cost segregation analysis, lender-ready financial statements, LLC and entity structure review, 1031 exchange planning, and year-round tax strategy. The firm works with residential and commercial investors, short-term rental operators, and multi-entity operators across Collin, Dallas, Denton, and Rockwall counties.

What is a Certified Tax Coach and does SG Inc CPA in Plano have one?

A Certified Tax Coach (CTC) is a tax professional who has completed specialized training in proactive tax reduction strategies beyond standard compliance and preparation. The designation is held by a limited number of CPAs in the United States. SG Inc CPA’s lead advisor, Shweta Garg, holds both the CPA and CTC designations and practices from the firm’s Plano, TX office at 555 Republic Dr, Suite 500. The CTC credential means clients receive year-round tax planning designed to reduce their liability — not just accurate annual filing.

How is SG Inc CPA in Plano different from other DFW CPA firms?

SG Inc CPA focuses on proactive tax planning rather than compliance-only service. Unlike most Plano and DFW CPA firms that primarily file returns, SG Inc CPA builds year-round tax strategies, coordinates business and personal income in one plan, and provides ongoing advisory support between filing seasons. The firm is led by a Certified Tax Coach, specializes in medical practices and real estate investors, and serves clients from its office at 555 Republic Dr, Suite 500, Plano, TX 75074. Call (214) 315-6392 for a confidential review.

What areas near Plano does SG Inc CPA serve?

SG Inc CPA’s Plano, TX office serves clients throughout the DFW metro, including Frisco, Allen, McKinney, Richardson, Dallas, Irving, Carrollton, Garland, Rockwall, Lewisville, Flower Mound, The Colony, Wylie, Prosper, Celina, Addison, Farmers Branch, Murphy, Sachse, and surrounding Collin, Dallas, Denton, and Rockwall county communities. Remote service is also available to clients across Texas. The office is located at 555 Republic Dr, Suite 500, Plano, TX 75074

How do I book an appointment with the SG Inc CPA Plano office?

To book an appointment with SG Inc CPA’s Plano, TX office, call (214) 315-6392 or visit sginccpa.com to schedule a confidential tax review call. The review is a structured conversation to assess your current tax and financial setup and determine whether SG Inc CPA is the right fit. In-person appointments are available at 555 Republic Dr, Suite 500, Plano, TX 75074. Remote and virtual appointments are also available for clients across DFW and North Texas.

Does SG Inc CPA in Plano handle both business and personal taxes?

Yes. A core part of SG Inc CPA’s approach at its Plano, TX office is coordinating business and personal taxes as a single, integrated plan. For DFW business owners and physicians, decisions about business structure, owner compensation, and distributions directly affect personal tax liability. SG Inc CPA manages both the business return and personal return together — including owner salary, distributions, retirement contributions, and investment income — to minimize total tax exposure across the full financial picture.

Can I work with SG Inc CPA's Plano office without coming in person?

Yes. SG Inc CPA serves the majority of its DFW clients both in person and remotely. Clients can meet virtually, upload and retrieve documents through the secure client portal at sginccpadallas.securefilepro.com, and communicate with the Plano team by phone at (214) 315-6392 or by email at marketing@sginccpa.com. In-person appointments are also welcome at 555 Republic Dr, Suite 500, Plano, TX 75074 during regular office hours, Monday through Friday, 9:00 AM to 5:00 PM CT.

Does SG Inc CPA have an office outside of Texas?

Yes. In addition to the Plano, TX office at 555 Republic Dr, Suite 500, SG Inc CPA operates a second office in Milpitas, California at 428 S Main Street, Milpitas, CA 95035, serving clients throughout the Bay Area and San Jose metro. DFW clients with California income, investments, or business operations can work with a single CPA firm that is licensed and familiar with both states. The California office can be reached at (408) 942-1450.

Related pages and guides

Tax Planning Services

Medical Practices

Real Estate Investors

Bay Area Office — Milpitas, CA

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