CONTACT-INTRO
Contact SG Inc CPA — Two Offices, One Coordinated Team
- Contact Us
SG Inc CPA operates from two offices — Plano, TX serving the DFW metro, and Milpitas, CA serving Silicon Valley and the Bay Area. Both teams work together under the same advisory approach: proactive tax planning, clean financial reporting, and year-round access to your CPA.
Use the form below to reach the right office, or call or email directly. We respond to all inquiries within one business day.
- Offices Details
Our Two Offices
- Dallas–Fort Worth / Plano, TX
Plano, TX — DFW Metroplex
SG Inc CPA
- 555 Republic Dr, Suite 500, Plano, TX 75074
- (214) 315-6392 | (214) 723-7553
- marketing@sginccpa.co
- Mon – Fri: 9:00 AM – 5:00 PM CT | Sat: By appointment
- https://sginccpadallas.securefilepro.com/
- Bay Area / Silicon Valley / Milpitas, CA
Milpitas, CA — Bay Area / Silicon Valley
SG Inc CPA
- 428 S Main Street, Milpitas, CA 95035
- (408) 942-1450 | (408) 426-5151
- info@sginccpa.com
- Mon – Fri: 9:00 AM – 5:00 PM PT | Sat: By appointment
- https://sginccpa.securefilepro.com/portal/
- Offices Details
Send Us a Message
Tell us a little about your situation and we will make sure the right team member follows up. All inquiries are confidential. We respond within one business day.
- CLIENT-PORTAL-SECTION
Client Portals
Existing clients can access their secure file portal below. Use the portal to upload documents, retrieve completed returns, share supporting materials with your CPA team, and sign engagement letters.
- Use this portal to:
- Upload documents securely
- Retrieve completed returns and reports
- Share supporting documentation with your CPA team
- Review and sign engagement letters
Plano, TX — DFW Metroplex
Secure client file portal:
https://sginccpadallas.securefilepro.com/
Milpitas, CA — Bay Area / Silicon Valley
Secure client file portal:
https://sginccpadallas.securefilepro.com/
Frequently asked questions
What is the phone number for SG Inc CPA in Plano, TX?
The primary phone number for SG Inc CPA’s Plano, Texas office is (214) 315-6392. A secondary number is also available at (214) 723-7553. The Plano office is located at 555 Republic Dr, Suite 500, Plano, TX 75074. Office hours are Monday through Friday, 9:00 AM to 5:00 PM CT. Saturday appointments are available by request. For email inquiries, contact marketing@sginccpa.com.
What is the phone number for SG Inc CPA in Milpitas or the Bay Area?
The primary phone number for SG Inc CPA’s Milpitas, California office is (408) 942-1450. A secondary number is also available at (408) 426-5151. The Milpitas office is located at 428 S Main Street, Milpitas, CA 95035, serving the Silicon Valley and Bay Area metro. Office hours are Monday through Friday, 9:00 AM to 5:00 PM PT. For email inquiries, contact info@sginccpa.com.
How do I book an appointment with SG Inc CPA?
To book an appointment with SG Inc CPA, use the contact form on this page, call the relevant office directly, or visit sginccpa.com/book-a-confidential-tax-review/ to schedule a confidential tax review call. The Plano, TX office can be reached at (214) 315-6392. The Milpitas, CA office can be reached at (408) 942-1450. In-person and virtual appointments are available at both locations. SG Inc CPA responds to all inquiries within one business day.
What happens after I submit the contact form?
After submitting the contact form on this page, you will receive an automatic confirmation email from the office you selected — either the Plano, TX team (marketing@sginccpa.com) or the Milpitas, CA team (info@sginccpa.com). A member of the SG Inc CPA team will follow up within one business day to schedule a confidential tax review call or answer your initial questions. All inquiries are treated as confidential.
Does SG Inc CPA offer remote or virtual appointments?
Yes. SG Inc CPA serves clients both in person and remotely across the DFW metro, Silicon Valley, and the Bay Area. Virtual appointments are available via video or phone call. Documents can be shared securely through the client portals at sginccpadallas.securefilepro.com (Texas) and sginccpa.securefilepro.com/portal/ (California). Remote clients can complete onboarding, tax review, and ongoing advisory work entirely online if preferred.
How do I access the SG Inc CPA client portal?
SG Inc CPA has two secure client portals — one for each office. Texas (DFW) clients access their portal at sginccpadallas.securefilepro.com. California (Bay Area) clients access their portal at sginccpa.securefilepro.com/portal/. The portals are used to upload documents securely, retrieve completed returns and reports, share materials with your CPA team, and sign engagement letters. Contact your office if you need login assistance: Plano at (214) 315-6392 or Milpitas at (408) 942-1450.
- Related Resources
Related pages and guides
Not Ready to Fill Out a Form?
Call or email either office directly. We respond to all inquiries within one business day.
- DFW / Plano
- TX
- (214) 315-6392
- marketing@sginccpa.com
- Bay Area / Milpitas
- CA
- (408) 942-1450
- info@sginccpa.com