Laying the Foundation for Our Clients

Location may be everything in real estate, but successful real estate leaders will tell you that having knowledgeable and experienced people around you are just as critical. Success in the competitive and fast-paced real estate industry is far more complex than the simplistic notion of bricks and mortar.

There are the risks and opportunities – all of which can have a significant impact on profitability. Having a CPA firm like Dugan + Lopatka with strong real estate expertise and experience can be equally as important as the location in which you invest.

Since 1974, we have offered standard audit and tax compliance services for home builders, investors, property management companies, brokerage and finance firms, and land developers and sub-dividers of commercial office, manufacturing and distribution facilities, industrial and office parks, retail centers, and multi-family developments.   We also provide our real estate clients with the following specialized services:

  • Services We Provide Our Real Estate Clients

    • Specialized accounting and tax projects
    • 1031 exchanges
    • Entity structuring
    • Analyzing cash flows
    • Cost segregation studies
    • Consultation regarding the consolidation of variable interest entities under the provisions of FIN 46.
Key Contacts
Hugh Elliott Principal, Audit & Review Department Contact Hugh
Pete Zich Principal Shareholder, Tax Department Contact Pete
Mike Lee Principal, Outsourced Accounting and Accounting Services Contact Mike