Human Resource
3 months ago
Accounting and tax services for medical practice owners and high-income business owners who need more than a standard CPA.
If you are generating $500K or more and still getting a return without a plan, something is wrong. SG Inc CPA works differently. We lead with tax strategy, coordinate your business and personal finances together, and build a financial picture you can actually use to make decisions — not one you file away and forget until next April.
Most clients who move to SG Inc CPA after years with a compliance-only firm find they have been leaving money on the table — often more than our annual fee.
Serving clients in DFW, Texas and the Bay Area, California. Remote clients welcome.
What a good CPA should actually do
Filing returns is the baseline. Every CPA does it. What most do not do is plan ahead, connect the dots between your business and personal income, or give you financial data you can act on during the year — not just a number that arrives in April when it is too late to change anything.
If you have ever had a tax bill that surprised you, if your books are always behind, if you have never had a conversation with your CPA about what you could do differently — those are not just frustrations. They are missed money.
What most CPA firms deliver
- Files your return accurately — then sends an invoice
- Treats business and personal taxes as separate files
- Reactive — you find out the damage in April
- Reports what happened to your money
- Generalist approach — same service for every client
What SG Inc CPA delivers
- Plans before year-end to reduce what you owe
- Coordinates both into one connected financial plan
- Proactive — adjustments happen during the year
- Helps you make decisions about what happens next
- Industry expertise for medical practices and real estate
How our services work together.
We do not sell services as separate line items. Every service we offer is part of one connected system. Tax planning leads. Clean books and accurate reporting support it. Payroll and entity structure are built to fit the plan. Advisory work runs all year — not just during filing season.
01
Tax Planning
The strategy that drives everything
02
Accounting & Bookkeeping
Clean, current numbers for every decision
03
Payroll & Entity Services
Compliance and structure done right
04
Advisory Support
Ongoing guidance, not year-end surprises
This matters because most of the money left on the table by high-income business owners is not in any single service. It is in the gaps between services that are managed separately and never coordinated.
Our services
Select a service to learn more, or book a call to talk through what applies to your situation.
01
Tax Planning
Plan first. File second.
Proactive tax strategy across your business and personal income. We identify opportunities before filing season closes, structure your entities and deductions to reduce what you owe, and keep adjustments running throughout the year — not just in March.
- Clients typically save more in tax reductions than the cost of planning. We will show you the math.
02
Business Tax Preparation
Accurate filing, coordinated with your plan.
Business entity returns handled accurately and on time. Federal and state compliance for S-corps, C-corps, LLCs, and partnerships. Fully coordinated with your tax plan — not siloed from it.
- No surprises. No filing-season scrambles.
03
Accounting Services
Monthly numbers that mean something.
Clean monthly financial reporting so you know exactly where your practice or business stands. Overhead visibility, margin tracking, and entity-level reporting — not just a P&L that arrives six weeks late.
- Make faster, more confident decisions with real numbers.
04
Bookkeeping Services
Clean books. Lender-ready financials.
Transaction recording, categorization, and reconciliation done right. We handle the detail so your records are clean, current, and ready for reporting, audits, and lender requests — not pieced together at year-end.
- Lender-ready books that do not create delays when you need them.
05
Payroll Services
Reliable payroll for medical practices and growing teams.
Payroll processing, tax withholding, and compliance for practices and businesses with staff. Especially relevant for clinics, labs, and multi-location operators who need payroll to run reliably without owner involvement.
- Zero compliance surprises. Payroll that runs without you managing it.
06
QuickBooks Accounting
Get accurate data out of your software.
QuickBooks Online setup, cleanup, and ongoing management by certified ProAdvisors. We fix common setup errors, clean up messy charts of accounts, and make sure your QBO is producing data you can actually trust.
- Your accounting software works the way it was meant to.
07
Business Licensing & Entity Formation
Get structured correctly from the start.
Entity setup, business registration, and licensing support for new businesses and expanding operators. The structure you choose now affects your tax exposure for years. We help you get it right before it becomes expensive to change.
- Entity structure that supports your tax plan, not one that works against it.
Not sure which services apply to your situation?
A 30-minute confidential review will show you exactly where your current setup may be costing you — and what can be done about it.
- Who We Help & Proof
Clients who get the most from this
Our services are built for business owners and investors who have grown past the point where basic compliance is enough. If you are managing real complexity — multiple entities, a practice with staff, investment properties, or a personal income that depends on business performance — that is the situation we are set up for.
Primary clients:
- Medical practice owners — clinics, labs, specialist practices, multi-location operators (primary focus)
- High-income business owners with $500K+ in annual gross revenue
- Real estate investors with multiple properties, entities, or financing activity
- Multi-entity operators who need a unified financial view across all of it
You are probably a fit if:
- You feel like you are paying more tax than you should — but no one has ever shown you why
- Your business and personal finances are managed separately with no one connecting them
- Your CPA files accurately, but has never proactively called you about strategy
- You want financial reporting you can use in real time — not six weeks after the month closes
What clients say
Credentials that matter
Credentials exist on a spectrum. A CPA license is the baseline. A Certified Tax Coach designation means the work goes further — into strategy, structure, and planning that reduces what a client owes. That distinction is why this firm exists the way it does.
Certified Tax Coach (CTC)
Shweta Garg, CPA, CTC holds one of the most rigorous tax-planning credentials available. The CTC designation signals a firm that plans strategically — not one that simply files.
QuickBooks ProAdvisor Certified
Certified expertise in QuickBooks Online setup, cleanup, and ongoing management — not just entry-level familiarity.
Certified Public Accountant (CPA)
Licensed CPAs in Texas and California. Full-scope tax and accounting authority for complex business and personal situations.
15+ Years Serving DFW & Bay Area
Deep local knowledge of both markets — the tax environment, lender landscape, and business operating context in both Texas and California.
Locations
Metro DFW, Texas
- 555 Republic Dr, Suite 500 Plano, TX 75074
- (214) 315-6392
Serving Plano, Dallas, Fort Worth and surrounding DFW metro
Bay Area / San Jose, CA
- 428 S Main Street Milpitas, CA 95035
- (408) 942-1450
Serving Milpitas, San Jose, and the broader Bay Area
Remote Clients
We work with clients across the U.S. where complexity warrants it. Tax planning and advisory work does not require geography to be effective.
Frequently asked questions
I already have a CPA. Why would I switch?
Most clients who come to us are not unhappy with their current CPA — they just have a nagging sense they are paying more tax than they should. The question is whether your CPA is doing tax planning or just tax preparation. Planning happens before the year closes and changes what you owe. Preparation happens afterward and reports it. If your CPA has never called you proactively about a strategy, or if you have never seen a projection of what you could save, the answer is probably preparation-only. We are set up differently.
How is tax planning different from tax preparation?
Tax preparation reports what already happened. Tax planning changes what will happen. Preparation looks backward — it files your return accurately based on a year that is done. Planning looks forward — it identifies strategies, deductions, and structural decisions before the year closes. Most CPA firms only offer preparation. SG Inc CPA leads with planning.
Do you offer all of these services together, or do clients choose one?
Most clients work with us across a core combination — typically tax planning alongside accounting or bookkeeping. We build a scope based on what your situation actually requires, not a fixed package. The goal is one connected plan.
Do you handle both business and personal taxes for the same client?
Yes. Coordinating your business income and personal tax picture is one of the most important things we do. When those two sides are managed separately — which is common — there are almost always missed planning opportunities between them.
What does this typically cost, and how do I know if it is worth it?
We do not publish a rate card because the right scope depends on your situation. What we do offer is a confidential tax review — a 30-minute call to look at your current setup and show you, specifically, where the gaps are. If the math does not work in your favor, we will tell you. If it does, the planning typically saves more than the annual fee. The review costs nothing and carries no obligation.
What size of business do you typically work with?
Our primary focus is clients generating $500,000 or more in annual gross revenue — medical practice owners, real estate investors, and other high-income business owners who have reached the point where basic filing leaves too much on the table.
Do I need to be in DFW or the Bay Area to work with you?
No. Both offices serve in-person and remote clients. For clients with real financial complexity, geography is not a barrier.
Ready to see what a real tax plan looks like?
Most clients who book a review discover their current setup has been costing them money without knowing it.
The review is confidential. There is no obligation.