About Dugan & Lopatka, CPAs

Accounting firms are not all the same.

The Difference is Planning. While many CPA firms are preparation and compliance oriented, little attention is given to the planning opportunities available to their clients.

Our philosophy, however, is to successfully integrate these planning opportunities with our preparation, compliance, and audit work. We also offer extensive tax, estate, and financial planning services to individuals, as opposed to only tax-preparation services.

Our focus has been on serving small and mid-sized companies, not-for-profit organizations, business owners, and high net worth individuals.

Our clients are diverse both as to size and the nature of their organizations. Our clients include manufacturers, real estate developers, construction contractors, distribution companies, trucking and transportation companies, healthcare corporations, not-for-profit organizations and associations, and professionals and other successful individuals.

Our Goal
Our goal is to be the preeminent accounting and consulting firm serving small and mid-sized companies and nonprofit organizations. We strive to achieve this through the highest quality service to our clients, continued development of services to meet our clients’ needs, proactive quality relations with bankers, lawyers, and other business professional advisors, and by investing in the personal development of our team members.

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