★★★★★ Best in DFW — People’s Choice Gold
CPA in Plano, TX
Plano CPA Services for Business Owners & Professionals
Work directly with Sydne Proctor, CPA, a licensed Texas accountant who provides strategic tax, accounting, and advisory services in Plano and North Dallas. She treats your taxes like a partnership, not a one-time transaction.
★★★★★ 5.0 · 27 verified client reviews
7+ yrs
CPA experience
Syd the CPA provides CPA services in Plano, Texas, covering tax planning, accounting, and advisory. It’s led by Sydne Proctor, CPA, a licensed Texas Certified Public Accountant, author, and speaker with 7+ years of experience. Serving business owners and professionals across Plano and the surrounding Collin County and North Dallas communities, Sydne helps local entrepreneurs reduce tax liability, stay compliant, and build long-term wealth.
Certified Public Accountant
Licensed by the Texas State Board
Author & Speaker
“The 7 Hidden Loopholes”
4th-Generation Texan
Rooted in the DFW community
Best in DFW — Gold
People’s Choice award
Meet Your CPA
Hi, I’m Sydne Proctor, CPA
I’m a Certified Public Accountant, speaker, and author with over seven years of experience helping business owners build and protect their wealth. As a fourth-generation Texan and first-generation college graduate, financial literacy isn’t just my profession. It’s my mission.
I live in the DFW area and stay active in the community, and I bring that same personal investment to every Plano client I serve. My goal is simple: give you comprehensive, judgment-free guidance and the time, attention, and expertise you deserve.
Licensed TX CPA
7+ Years Experience
Author & Speaker
Best in DFW, Gold
★★★★★
Trusted by Plano Business Owners
★★★★★
★★★★★
Why Plano Chooses Syd
A Partner, Not Just a Preparer
01
Education, not just filing
I help you understand the “why” behind every strategy so you make confident decisions all year, not just at deadline.
02
Proactive tax strategy
I find deductions specific to your business, like equipment, travel, and workspace, then plan ahead to minimize your liability.
03
Responsive & local
Ready to Plan Smarter This Year?
What I Do for Plano
Comprehensive CPA Services in Plano
From day-to-day bookkeeping to high-level tax strategy, every service is tailored to your business and your goals.
Accounting
- Bookkeeping & financial reporting
- Cash-flow analysis
- Performance tracking
Tax
- Business & personal tax prep
- Strategic, year-round tax planning
- Deduction & credit optimization
Advisory
Tailored, innovative solutions for every stage of your business. I help you find what brings the most value to each decision.
- Entity & start-up structuring
- Financial statement preparation
- Custom reporting packages
Personal Finance
- Personal tax-situation review
- Investment-aware planning
- Long-term wealth strategy
How It Works
A Simple Path to Tax Savings
01
Free Consultation
A 30-minute strategy session to understand your business, goals, and current tax picture.
02
Custom Tax Plan
03
Implementation
We put the plan to work by organizing your books and filings the right way.
04
Year-Round Partnership
Who I Work With
Industries We Serve
Entrepreneurs & Startups
Structure, file, and plan from day one.
Professional Services
Transportation & Logistics
Real Estate Investors
E-commerce & Retail
Consultants & Freelancers
Service Area
Proudly Serving Plano & the DFW Metroplex
From Legacy West and Willow Bend to Downtown Plano, plus Frisco, Allen, McKinney, and the greater Dallas-Fort Worth area.
Local Expertise
CPA Services Built for Plano’s Economy
Plano is home to one of the densest concentrations of corporate headquarters and small businesses in Texas, from the Legacy West and Granite Park corporate corridors to the independent shops and service firms around Downtown Plano and Willow Bend. That mix of high-earning professionals, franchise owners, and fast-growing startups creates real tax complexity: multi-entity structures, equity compensation, multi-state sales, and reinvestment decisions that generic software simply isn’t built to handle.
As a Plano-area CPA, Sydne Proctor brings local context to every engagement, understanding the industries that drive Collin County, the pace of North Dallas business, and the planning moves that keep more money in your pocket. Whether you’re a Legacy West consultant, a Preston Road retailer, or an owner-operator running loads out of the metroplex, you get tax and accounting services tailored to how business actually works in Plano.
Free Download
Get “The 7 Hidden Loopholes”
Taxes are likely your single biggest expense as a business owner — income, property, goods, and services all eat into your reserves.
Download my free e-book and discover seven primary ways entrepreneurs can legally slash their taxes and keep more of their hard-earned money each year.
Plano CPA FAQ
Common Questions
Do you work with small businesses in Plano?
What does a free consultation include?
A free 30-minute strategy session. We review your current tax situation, identify planning opportunities and deductions, and map out a game plan for your business.
Do I need to meet in person?
No. Sydne works with Plano-area clients both in person and remotely, so you can choose whatever fits your schedule. All calls are answered within 24 hours.
When should I start tax planning?
As early as possible. Proactive, year-round planning uncovers far more savings than a single filing at the deadline, so you can reach out any time of year.
How is a CPA different from tax software?
A CPA finds what software misses. Tax software files what you enter; a Certified Public Accountant identifies deductions, credits, and strategies tailored to your business, and stands behind the result with licensed expertise and accountability.
Do you handle both business and personal taxes?
Yes. Many Plano clients are business owners whose business and personal finances are closely connected, so Sydne plans for both together to maximize your overall savings.
What should I bring to our first meeting?
Last year’s tax return, recent financials, and your questions. If you’re just getting started, bring yourself, and we’ll map out the rest together.
Let’s Get Started
Sign up for a free 30-minute strategy session. We’ll work to save more of your hard-earned money and plan for your future.