Dodd Financial LLC

Serves Houston, TX

35244

Hired 1 time

Not yet available

1 year in business

Not yet available

5.0

This pro accepts payments via Apple Pay, Cash, Credit card, Google Pay, PayPal, Samsung Pay, Venmo, and Zelle.

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Credentials

Background Check

James Dodd
Completed on 5/27/2025

Introduction

I am a professional accountant with over 15 years of experience in accounting and internal audit with major Corporations such as Schlumberger, Westlake Chemical and Cameron. As an Enrolled Agent, I hold the highest credential the IRS awards to represent taxpayers in front of the IRS. I believe in a process-focused approach to my client's books that turns your accounting metrics into meaningful tools to help you make the best business decisions.

Q&A

What should the customer know about your pricing (e.g., discounts, fees)?

Accounting pricing is based off of services included and range from a starting rate of $271/month for basic, start-ups for individuals with around 50 transactions/month and 1-3 accounts and go as high as $2,000/month for all-inclusive, larger businesses with more transactions, and accounts. Upper tiers include internal, financial reporting, budgeting, forecasting and tax filing. Tax preparation costs are dependent on the type of return as well as the state of the information being provided. Services are $75/hour with individual filers and schedule C filers with well-maintained books able to expect about $220 in total cost and more complicated filers coming in up to and above $660.

What is your typical process for working with a new customer?

The process begins with an initial, free consultation to determine accounting and tax needs and an initial review of finances. For accounting clients, an initial clean-up and set-up fee will be quoted based on the expected time to initially service the financial records. Initial steps moving forward include adding access to books and financial records.

What education and/or training do you have that relates to your work?

I have a Bachelors degree from the University of Texas Dallas in Math and Natural Science and a Masters in Business Administration from the University of Houston. I am an Enrolled Agent (The IRS' highest credential awarded for tax preparers) and have a certification as a Lean Six Sigma Green Belt. I have worked in accounting and internal audit roles including supervisory roles for over 15 years for major companies such as Cameron International, Schlumberger and Westlake Chemical.

What types of customers have you worked with?

I currently provide accounting services for three S Corporations and provide tax filing services for many individuals including Expats.