Enrolled Agent: An enrolled agent is a person who has earned the privilege of representing taxpayers before the Internal Revenue Service. The Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

Enrolled agents have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.

Professional Accounting Experience: 15 years in audit and accounting roles, including supervisory and leadership roles for major corporations like Cameron, Schlumberger and Westlake.

Education:
Masters in Business Administration from the University of Houston

Appointed to the Golden Key International Honor’s Society

Appointed to the Bauer MBA Leadership Board.

Lean Six Sigma Greenbelt Certified

Enrolled Agent

Chart of Accounts and Process Driven Approach:
Dodd Financial utilizes a custom approach to accounting and tax, carefully constructed over 15 years. Through over a decade of supporting commercial sales, executive and audit teams in major corporations, we have gained the knowledge and skills to build a chart of accounts that, not only accurately presents financial records, but lays the groundwork to be easily data-mined and utilized to support strategic insights and decision making processes.

We are experts at taking the largest headache in your business and turning it into your most useful tool. In our first year with you, we will dedicate ourselves to understanding and learning about your business: the key processes in place, how the accounting flows with your actual business practices, rate of growth, short term and long term goals. From there, we can start to help you drive towards achieving more for you and your business than you thought possible, and we are extremely passionate about doing just that.