Our Organizational Chart Is Upside Down.
It reflects our belief that the customer is on top and those that are below support those people above them. To learn more about the individuals that make Dugan & Lopatka such a special company and to look at individual biographies of our team leaders, please click on one of the teams below.
Key Leaders of The Tax Team
The tax law changes every year and today's tax environment keeps getting more complex. Add state and local tax compliance requirements, and it's a full time job to keep abreast of the daily changes that can affect us all. That's why we employ only the brightest and experienced professionals — including former "Big Four" tax experts, former IRS agents and people with advanced tax degrees — people who like to take an active approach to identifying and implementing tax planning strategies to save you money... because that's the bottom line. Let us show you the difference we can make with your business and personal taxes.
Key Leaders of the Tax Team:
Key Leaders of the Audit and Review Team
Audit & Review Team
At Dugan & Lopatka, our audit & review team provides you with more than a report on the financial statements. We provide you with information that you can use to improve profitability or efficiency of your operations.
The needs of businesses and not-for-profit organizations are different. Likewise so are the audit & review services for these organizations. That is why we have two practice groups within the Audit & Review Team: one focused on businesses and the other focused on nonprofits. The result is better service to our clients through greater area expertise and experience.
Built with strong procedures and great people, our Audit & Review Team is ready to help you.
Key Leaders of the Audit & Review Team:
Key Leaders of the Accounting Services Team
Accounting Services Team
Our firm's accounting services team is dedicated to exceeding your expectations. We're proud of the reputation we've built for accuracy, thoroughness and timeliness. Personalized client attention is the rule at Dugan & Lopatka.
We look at the big picture as well as the small. Serving as an outside advisor, we take responsibility to go “beyond the numbers.” We understand that your business's financial climate can change quickly, and our team will be available to help you make the right moves.
Key members of the Accounting Services Team:
Key Leaders of the Revenue Team
Our revenue team provides you the help you need to improve revenues through better salesmanship, improved marketing and world-class customer service. We provide you with information that you can use to improve effectiveness or efficiency of your operations.
Built with strong procedures, our team consists of both internal team members and external companies and individuals we trust to deliver the results you seek. Give our team a call today.
Key Leaders of the Revenue Team:
- John Hicks, Sales Consultant
Our Administrative Team
Our Administrative Team
Dugan & Lopatka just wouldn’t operate without the support of our administrative team. They work hard to make sure that you get the information you need, connected to the people to want to talk to and answer billing questions.
Our administrative team is divided into two groups: office administration and external client services. If you have questions or concerns, please contact Cheryl Maynard.
Administrative Team Members
Key Leaders of the Technology Team
Everyday businesses all over the world search for answers. What most of them fail to realize is, in today's marketplace, every business is in a partnership... a partnership with technology. That's why we created Partners In Technology, Inc., our wholly-owned technology affiliate.
Partners In Technology bridges the gap between our client's goals and technology advances. We help them answer their toughest technology questions ... providing answers by asking what it is they want to achieve and listening to where it is they want to go. We look at their needs from their point of view... not from a systems requirement viewpoint.
In addition to the software and IT services of Partners In Technology, we install and support a number of accounting software products. As CPAs, we know how to set up these programs and how best to use them to help you manage your business and make important decisions.
Key Leaders of the Technology Team:
- Merilyn Van Zwieten, President
- John Hicks, Sales Manager
Key Leaders of the Wealth Building and Insurance Team
Dugan & Lopatka Insurance Solutions is an affiliated strategic partner of Dugan & Lopatka, CPAs. Our clients wanted to build wealth and preserve it and were looking to integrate their personal financial and tax planning with insurance and wealth planning.
Key Leaders of the Insurance Team:
Key Leaders of the Business Sale and Succession Team
Business Sale And Succession
We work with business owners to answer the question "What's Next?"
What will it take to move my business to higher profitability and value?
Am I getting burned out; do I want/need to do something else?
Is it the right time to retire?
What is my business worth today?
These are difficult, complex and emotional questions to deal with.