Shelli R. Dodson CPA PLLC

We offer individual and small business tax planning and preparation along with IRS tax resolutions f

This page was created to help me keep my clients, colleagues and friends stay up to date with tax changes that may effect them.

11/23/2023
11/16/2023

We have a new team member. Her role will be focused on bookkeeping which is the foundation of good taxes. I’m super excited for her to meet our clients! Stay tuned.

11/15/2023

If you did not know...your Medicare Premiums are based on income! Here is a table of premium adjustments for 2024 (based on 2022's return).

11/03/2023

Great news for some of you!

10/30/2023

Did you know?
It’s a common misconception that your mortgage is part of the equation of gain/loss when you sell your home. It’s not. Your basis is what you purchased the home for plus major improvements.

10/26/2023

Reasons I may miss your text…🤣. Parents, kids, clients, car warranties, coupons of the day, Amazon notifications, credit card payments…it’s a lot.

10/25/2023

Bass v. Commissioner
T.C. Memo 2023-41

This case basically says if you donate more than $5,000.00 of 'like kind' items (think clothing or furniture, to Goodwill, for example), you need an appraisal.

Let me just say..."I told you so".

10/20/2023

Hey tax family! We have some subtle changes coming. Nothing crazy. A little refresh and rebranding but same great team!

10/04/2023

We are in the home stretch now. There are many returns in-house and we are working diligently to complete them for client review. I understand how unnerving it can be as we approach the deadline. For clients who's information was to us by 09/15, you will be completed before the deadline.

For clients who experienced circumstances they were unable to plan for (that delayed their ability to get information to us by 09/15), please know we will work through the due date unti its completed. Should the return be late, we will work with you to address any penalties that might arise.

10/04/2023

As a CPA, we are REQUIRED by law to file a complete return. If a return is known to be incomplete, it can not be filed. That is different than finding an item that needs to be amended later. Please know that it is not our policy to file incomplete returns when data cannot be presented in a timely matter. Should penalties be charged and there is a reasonable cause for being late, we can assist with a request for abatement of the penalty.

09/28/2023

Zoom is a great platform for meetings. I love the ability to share screens. It is my preferred meeting platform but not the only one offered.

Beneficial Ownership Information Reporting | FinCEN.gov 09/19/2023

New beneficial ownership reporting guidance issued (09-19-23)

Starting in 2024, many newly formed entities or those newly registered to do business in the United States will be required to report to FinCEN information about their beneficial owners — the individuals who ultimately own or control a company. (31 U.S.C. §5336; 31 CFR §1010) Existing entities will also be subject to this new requirement beginning in 2025. To assist with this new requirement, FinCEN has published a Small Entity Compliance Guide and some updated FAQs.

Links to the full text of the compliance guide and the FAQs are available at:

Beneficial Ownership Information Reporting | FinCEN.gov A final rule implementing the beneficial ownership information reporting requirements of the Corporate Transparency Act (CTA) was issued in September 2022. These regulations go into effect on January 1, 2024. Beneficial ownership information will not be accepted prior to January 1, 2024.

09/17/2023

October 15 is the deadline. There are no additional extensions. I need any outstanding information yesterday to get it out in time.

09/16/2023

I’m happy to answer text messages when I can but remember, if it wasn’t important enough to schedule a billed call then my quick (glancing answer) may be wrong. Texts are not a good way to do business.

09/14/2023

The IRS announced today that it has stopped processing all new Employee Retention Credit (ERC) refund claims and will continue its moratorium at least through December 31, 2023. (IR-2023-169)

In IRS Commissioner Werfel’s words:

“The IRS is increasingly alarmed about honest small business owners being scammed by unscrupulous actors, and we could no longer tolerate growing evidence of questionable claims pouring in. ... The continued aggressive marketing of these schemes is harming well-meaning businesses and delaying the payment of legitimate claims, which makes it harder to run the rest of the tax system.”

The IRS is continuing to process ERC claims filed prior to today’s announcement, but even those claims will face long processing delays (up to 180 days, from 90 days) because the IRS is placing stricter compliance reviews on all claims.

09/01/2023

Deadlines are coming. If you’re extended it’s time to…

08/31/2023

Come on guys…help a girl out here.

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Telephone

Address


1095 Evergreen, Suite 200
The Woodlands, TX
77380

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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