Laying the Foundation For A Bright Future
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 with strong real estate expertise and experience can be equally as important as the location in which you invest.
Since 1974, we have served individuals, businesses and organizations engaged in development, investment, property management, brokerage and finance in the following sectors:
- Land developers and subdividers
- Commercial office
- Manufacturing and distribution facilities
- Industrial and office parks
- Retail centers
- Multi-family developments
We offer a full range of real estate services including:
- Audit, review and compilation of financial statements
- Tax planning and compliance
- Multi-state issues
- Investor issues
- Financial forecasts and projections
- Due diligence relating to property acquisition
- Partnership buy-outs
In addition to standard audit and tax compliance services, wer work with our real estate clients on specialized accounting and tax projects. These projects include 1031 exchanges, entity structuring, analyzing cash flows, cost segregation studies and consultation regarding the consolidation of variable interest entities under the provisions of FIN 46.
"Upbeat, helful, positive and pleasant. Always done a fine job and is responsive." -- Fred Conforti, Downers Grove Office Building Partnership
"Over the last 20 years we have expanded our business substantially. Our requirements for expert services in specialized areas, like estate planning, employee benefits and computer information technology, has been well served. Dugan & Lopatka has expanded its service rooster before we need the services. We have come to rely on them to keep us informed of the changes and opportunities in all of these areas. Ultimately, it has been their actions that have made them a part of a very small group of trusted advisors to our company and family. We have recommended Dugan & Lopatka in the past, and have had individuals thank us for it." -- Lee Stahelin, Stahelin Properties
If you would like to know more about how we can help you, please complete the Contact Us form or call us at (630) 665-4440.