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Notices and Disclosures

Our Position on Objectivity

Through the years our service offering have expanded from those of a typical accounting firm. Because the current focus on corporate governance has transformed the landscape in which accounting firms operate, we work to keep abreast of these changes and advise clients on issues relating to objectivity. We frequently service clients in the full capacity, providing tax, audit, and consulting services, but also managed partial projects where governance has proscribed impartiality or our client wishes to have separate service providers.

Our Position on Outsourcing

In order to protect your privacy, our firm does not outsource any of its accounting work, whether local, regional, or of international basis. This ensures that your accounts are worked on by the professionals appointed to your engagement and that the full integrity of the issues impacting your organization is maintained.  Permitted disclosures of nonpublic information obtained in the course of our practice may include, for instance, providing information to, in limited situations, to unrelated third parties who need that information to assist us in providing services to you.

IRS Circular 230 Notice

To ensure compliance with IRS requirements, we inform you that any U.S. federal tax advice contained in this website (including any attachments or directed links) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

Please be assured that this notice does not reflect any decrease in the quality of services or the amount of thought we put into our client interactions.>

ANY TAX ADVICE IN THIS COMMUNICATION IS NOT INTENDED OR WRITTEN BY DUGAN & LOPATKA TO BE USED, AND CANNOT BE USED, BY A CLIENT OR ANY OTHER PERSON OR ENTITY FOR THE PURPOSE OF (i) AVOIDING PENALTIES THAT MAY BE IMPOSED ON ANY TAXPAYER OR (ii) PROMOTING, MARKETING OR RECOMMENDING TO ANOTHER PARTY ANY MATTERS ADDRESSED HEREIN.

Any advice in this communication is limited to the conclusions specifically set forth herein and is based on the completeness and accuracy of the stated facts, assumptions and/or representations included. In rendering our advice, we may consider tax authorities that are subject to change, retroactively and/or prospectively, and any such changes could affect the validity of our advice. We will not update our advice for subsequent changes or modifications to the law and regulations, or to the judicial and administrative interpretations thereof.

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By Dugan Lopatka - Accountants for Midsize Businesses in Chicago:  CPAs for Small Businesses

  • Addison
  • Aurora
  • Bartlett
  • Batavia
  • Bensenville
  • Bloomingdale
  • Bolingbrook
  • Burr Ridge
  • Carol Stream
  • Chicago
  • Clarendon Hills
  • Darien
  • Downers Grove
  • Elgin
  • Elk Grove Village
  • Geneva
  • Glen Ellyn
  • Glendale Heights
  • Hanover Park
  • Hinsdale
  • Hoffman Estates
  • Itasca
  • Joliet
  • Lemont
  • Lisle
  • Lombard
  • Montgomery
  • Naperville
  • North Aurora
  • Oakbrook
  • Oakbrook Terrace
  • Oswego
  • Plainfield
  • Romeoville
  • Roselle
  • St. Charles
  • Schaumburg
  • Streamwood
  • Villa Park
  • Warrensville
  • West Chicago
  • Western Springs
  • Westmont
  • Wheaton
  • Willowbrook
  • Winfield
  • Wood Dale
  • Woodridge

Dugan & Lopatka, CPAs, PC, 104 E. Roosevelt Road, Wheaton, Illinois 60187 -MAP- T: (630) 665-4440 Fax: (630) 665-5030