The Best of San Lorenzo Valley Winner

Our Services

Dodd Priority Bookkeeping & Tax, Inc. offers a variety of services for business owners and the individual taxpayer, including:

  • Tax Preparation
  • Tax Planning
  • Bookkeeping Services
  • Tax Audit Defense

Tax Planning

Want to reduce the amount of taxes you pay? Who doesn’t! Tax planning is one way to accomplish this. Most business owners and individual taxpayers aren’t aware that there are a variety of methods that can greatly reduce your income taxes. At a nominal cost, we’ll personally meet with you to discuss, review and evaluate your income tax return.

With more than 10 years industry experience, our clients are confident in our ability to assist them with a variety of financial matters. Our core business philosophy is based on developing long-term professional relationships with our clients, and earning their trust as their number one source for tax and financial concerns.
Tax preparation is just part of the equation. Proper planning remains key to your overall financial health. As they say, “people don’t plan to fail, they fail to plan”. Poor planning – or failure to plan at all – can cost taxpayers thousands of dollars each year. Our goal is to reduce your income tax liability by ensuring that you pay only what you need to, and nothing more. Shouldn’t that be your goal too?

Tax Planning

Want to reduce the amount of taxes you pay? Who doesn’t! Tax planning is one way to accomplish this. Most business owners and individual taxpayers aren’t aware that there are a variety of methods that can greatly reduce your income taxes. At a nominal cost, we’ll personally meet with you to discuss, review and evaluate your income tax return.

With more than 10 years industry experience, our clients are confident in our ability to assist them with a variety of financial matters. Our core business philosophy is based on developing long-term professional relationships with our clients, and earning their trust as their number one source for tax and financial concerns.
Tax preparation is just part of the equation. Proper planning remains key to your overall financial health. As they say, “people don’t plan to fail, they fail to plan”. Poor planning – or failure to plan at all – can cost taxpayers thousands of dollars each year. Our goal is to reduce your income tax liability by ensuring that you pay only what you need to, and nothing more. Shouldn’t that be your goal too?

Income Tax Preparation

Our professional staff is skilled at preparing all types of tax returns, including Individuals, Corporations, Partnerships, LLCs, LLPs, Tax Exempt and Amended Tax Returns. We’re qualified to prepare tax returns for all fifty states. And, we’re available to conduct tax preparation interviews in person, via mail or e-mail – whichever is most convenient for you.

Audit Representation

As Enrolled Agents, we’re licensed and qualified to represent taxpayers in audit situations throughout the United States. With a power of attorney, we can represent you and assist in resolving the tax issue in question. We fight hard to support your position and will work just as hard to arrive at an acceptable resolution.

5353 Scotts Valley Drive, Suite D • Scotts Valley CA 95066
Phone (831) 430-0911 • Fax (831) 430-0912

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