Specialized Services

Specialized Services

While Dugan & Lopatka, CPAs offers traditional CPA firm services such as helping you with accounting and taxes or providing an audit, we have broadened our services as our clients have expanded their needs.  Today, we provide clients with a comprehensive range of services, which are structured to meet the specific needs of each client.

Specialized Services

  • Financial forecasts and projections
  • Cash flow forecasts and projections
  • Capital budgeting and analysis
  • Cost segregation studies
  • Research & experimentation tax credit studies
  • Various tax credits and job incentive initiatives
  • CRM and accounting software solutions
  • Employee benefits plan audits
  • Business valuations
  • Marketing and business development consulting
  • Succession and ownership transfer planning
  • Wealth management and retirement planning
  • Bank loan covenant monitoring
  • Insurance protection