Tax Preparation – We offer all the traditional tax preparation services that you would expect from any CPA firm. We have experience in Individual, Corporation, Partnership, LLC, Estate and Trust tax returns. We also offer delivery appointments for every client. We want to make sure you understand your tax return after we finish it. We will explain refunds or taxes due and answer any questions you have at this meeting.
Real Estate & 1031 Exchanges – We offer advice and planning for your complicated real estate transactions. Cash flow projections and break even analysis as well as cost segmentation studies for new properties.
Retirement Planning – We can help in the analysis of retirement plans for your small business. We have many years of experience in assisting our clients find the correct plan to meet their goals.
QuickBooks Support – We know you have questions and we can answer them. We have used QuickBooks for many years for our own accounting. We are here to answer all of your questions as well as help you in setting up your business on the most used accounting software in the world.
Business Succession Planning – Transferring your business to new owners can be very challenging. We have the experience to make that transition go smoothly. We have assisted many clients in preparing their business for sale and helped in negotiations to get the right price. We focus on the net sales price to ensure that as the seller you get the most money in your pocket.
Estate and Gift Taxation – This area has see some major changes in the last few years. At Keith L. Dodge CPA we are committed to staying up with the ever changing tax code so that we can keep you informed of the current status. We offer tax planning ideas that can help reduce or eliminate your estate tax burden. Ask us about Family Limited Partnerships(FLP), or donor advised funds.