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Business Services
Dodson & Pope's Certified Public Accountants  provide your company with the highest quality tax services to help reduce tax liabilities. All of our CPAs are experienced in tax planning and compliance issues and our tax specialists have a comprehensive understanding of federal, state and local tax regulations.

Business tax returns

To have us prepare your business tax return (a 1120 or 1120S corporation tax return, a 1065 partnership or LLC tax return, and then the equivalent state returns), we need access to your accounting records once you’ve closed the books for the year.

We also need you to complete a business return organizer to collect the information that doesn’t appear in your accounting system. And to sign an engagement letter. (To get your business on our list of people we send an organizer and engagement letter too, email or telephone us.)

Note: If we have a signed engagement letter on file, we will automatically extend business tax returns if you bear risk of missing the deadline.

If you’re using an online accounting system like QuickBooks Online, Xero Accounting, or FreshBooks, you need to provide us with authorization to your books. How you do this depends on the software. But usually the steps work simply.

QuickBooks Online

If you use QuickBooks online, here’s how you can give us access to your data:

  1. Sign in to QuickBooks Online at
  2. In the upper right corner, choose the gear icon next to your company’s name, then Manage Users.
  3. Go to the Accounting Firms section and click Invite Accountant.
  4. Enter your accountant’s email address. Entering your accountant’s first and last name is optional.
  5. Click Next and Finish.

QuickBooks Desktop

If you use QuickBooks desktop, you want to provide us with a backup copy of the QuickBooks file. (You also need to provide us with the administrator username and password so we can restore the backup file.)

Fortunately, the steps to do this work pretty simply, as described below.

Creating a Backup File for QuickBooks for Windows

  1. Open your QuickBooks company file
  2. In the upper-left corner of the program window, choose File → Back Up Company → Create Local Backup.
  3. In the new window, make sure the radio button next to Local backup is selected, then click Next. If a new window appears called Backup Options, click Browse, and choose a location to save your backup file to that you’ll remember. Click OK.
  4. In the next window, make sure the radio button next to Save it now is selected, then click Next. Save the file.

Sending Us the Backup File

You can hand delivery or even snail mail your backup QuickBooks file.

But the easiest delivery method uses our portal

No Accounting System

Log into your bank account and down load the years transactions to a CSV file.  Open the file and add a column.  For each row, add a category for the transaction.  For example, income, office supplies, contractor services, telephone, etc. so we know how to classify them in your return.  Once completed, send us the file so we can construct your information.  This method may incur additional fees for bookkeeping.

Our Year-end Planning Provides Peace of Mind
Prior to year-end, we will discuss tax planning and related issues with you in order for you to take advantage of in the current tax year, and we'll review tax law changes and interpretations to maximize your tax saving opportunities. You will have a greater peace of mind knowing that Dodson & Pope has developed an effective tax plan for you that accomplishes the following :

  • Realizes substantial cost savings
  • Limits future interest and penalty payments
  • Achieves your desired tax results
  • Reduces the likelihood of an IRS audit

Our Business Services Include:

  • Tax Preparation
  • Federal Tax Preparation
  • Corporation & S-Corporation
  • 1120 US Corporation Income Tax Return
  • 1120S US Corporatoin Income Tax Return for an S Corp.
  • Partnership
  • Schedule K-1
  • 1065 US Return for Partnership Income
  • LLCs (Limited Liability Company)
  • 1065 (Disregarded multi-member)
  • Schedule C (Disregarded single member)
  • Sole Proprietor
  • Schedule C
  • Form 990 for Non Profits
  • Trust/Estate/Gift Tax
  • 1041 Income Tax Return for Estates and Trusts
  • 706 Federal Estate Tax Return
  • 709 Gift Tax Return
  • State Tax Preparation (including multi-state)
  • Income
  • Franchise
  • Annual Reports
  • Payroll Tax Reports
  • Tax Planning
  • Entity Structure and Planning
  • Benefits and Accountable Plans
  • Capital Equipment Purchases
  • Charitable Giving
  • Employee Stock Option Plans
  • Offers in Compromise
  • Stock sales
  • Foreign tax reporting
  • Quarterly Tax Estimates
  • Entity Consolidation Analysis
  • S-Elections
  • Retirement Plan Analysis
  • Income Shifting/Income Splitting/Expense Acceleration
  • Accounting and Business Improvement
  • Profit Improvement Analysis
  • General Ledger and Chart of Account Structure
  • Financial Analysis
  • Bank Account Reconciliations
  • Payroll Preparation and Processing
  • New Business/Start-up Planning and Advice


    Dodson & Pope, CPA PLLC
    1095 Evergreen Circle, Suite 200, The Woodlands, TX 77380
    Phone: 936-443-0370   Email:
    Dodson & Pope


    AICPA                Texas Society of Certified Public Accountants

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