Customer Service Is Your Foundation

There are a wide-range of service companies, but all have one thing in common – each devotes time and money to providing high quality services for their clients.  With service being the foundation of our business, Dugan & Lopatka understands that your accounting, tax and business needs can sometimes be complicated.  Some of the service providers we have assisted through the years include:

  • Healthcare groups including physicians, pharmacists, dentists and counselors.
  • Business service firms including marketing, advertising, mailing services, IT support, consulting, training, and recruiting firms.
  • Counseling service providers such as marriage, weight loss, career planning, pastoral, and psychiatric counselors.
  • Transportation service firms like trucking, busing, taxicab service, limousine service, and car rental agencies.
  • Personal service businesses including pet grooming, catering, photography, realtors, and wedding planners.
  • Social service firms like individual and family services, child day care, and residential care facilities.
  • Maintenance service firms including landscaping, plumbing and electrical, equipment service, automobile service, and extinguisher inspection.
  • Resources For Our Service Provider Clients
    • Business advisory and evaluation services
    • Employee benefit plan audits
    • Marketing and business development consulting
    • Succession and ownership transfer planning
    • Wealth management solutions
    • Cash flow forecasts and projections
    • Mergers and acquisitions
Key Contacts
Ron Marklund Principal, Audit & Review Department Contact Ron
Andrew Schmidt Manager, Tax Department Contact Andrew
Lynn Cotteleer Manager, Accounting & Consulting Services Department Contact Lynn