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Services
Loree Stevens Dodd EA LLC provides a comprehensive range of bookkeeping, tax and financial services to individuals and businesses. Our dedicated team ensures that your financial matters are managed efficiently, allowing you to save time and money as you grow your endeavors.
Tax Services​​
As an enrolled agent, Loree is authorized to represent taxpayers
before the IRS for collections, appeals, and audits. She passed the special enrollment exam in 2024, which covered individual tax, business tax, and Circular 230.
Cash Management
​​Efficient cash management is vital for the financial health of any organization. Loree's services are designed to optimize cash flow and maximize financial resources, providing you with customized Excel spreadsheets to make sound financial decisions.
Full Charge Bookkeeping & Financial Services
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Efficient and accurate bookkeeping management is essential for the smooth operation of any business. Our team offers reliable bookkeeping services to streamline your financial processes, giving you the freedom to focus on other aspects of your business.
Business Consultation​​
Your personalized business consultation services will be designed to address your specific needs and challenges. Whether you're a start-up or an established entity, our expertise can help you overcome obstacles and achieve sustainable growth.
Advisory Services
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All advisory services encompass a wide range of financial and business matters. From financial analysis to strategic planning, Loree provides valuable insights and guidance to help you make informed decisions for the future of your business.
Property Tax Monitoring
An annual review of your property's appraisal value will ensure that it is in line with other properties in the area, saving you money on tax and insurance. Loree will ensure that you are taking all of your entitled exemptions.
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