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Tax Services for High Net Worth Individuals

We Understand The Needs of Our Clients

At Dodson & Pope we uderstand the distinct needs for tax and wealth planning of every client. We become not only your tax advisor, but also a key member of your business consulting team. We coordinate with your other advisors and our strategic partners to provide a team approach to coordinate a comprehensive financial plan. We are here to provide expert advice to the complex issues you are facing whether those issues are regarding compliance regulations, risk management, estate planning, succession planning, or charitable giving. 

Specialized Services for Individuals

  • Business management services
  • Financial reports and bookkeeping services
  • Charitable giving
  • Succession planning
  • Income tax planning and preparation
  • Trust returns
  • Gift tax returns
  • Stock options
  • Stock sales
  • K-1
  • Estate planning
  • Analysis of business transactions
  • Insurance analysis and risk management
  • Litigation support consulting
  • Employee stock option plans
  • State & multi-state tax preparation
  • Expatriate
  • Retirement planning
  • Foreign tax reporting

    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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