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Dugan & Lopatka


    Date Joined: Sunday 12 February, 2012.

  • Phone Number: 630.665.4440
  • 0 Reviews

Company Information:

An Invitation to all Chicago Area ICA Members from Dugan & Lopatka, CPAs, PC

We are proud of our reputation as a leading, highly respected, regional business advisory firm. The Business Ledger consistently ranks our firm as one of the largest accounting and consulting firms in Chicago's suburbs. Our client base has continued to grow since our firm's start in 1974, as has our reputation for timely, cost-effective, quality services.


On average, more than 90 percent of our clients give us their highest ratings for service quality in client satisfaction surveys. Our clients tell us that our success is based upon our philosophy of getting to know our clients and their organization. "The Difference Is Planning" reflects that focus.


We are proud of our service capabilities, having applied them locally, nationally, and internationally. We are confident that you will find our firm positively different and would appreciate an opportunity to show you what "The Difference Is Planning" can do for you and your organization.


Sincerely,

Jerry Lopatka
Managing Principal

 


Dugan & Lopatka, CPAs is proud of its reputation as a leading, highly respected regional accounting firm. Founded in 1974 and serving all of the Chicago area, we provide audit, tax planning and tax return preparation, and accounting services to privately-held companies and nonprofit organizations and tax planning and financial planning services to business owners, individuals and families.

 


While Dugan & Lopatka, CPAs offers traditional CPA firm services such as helping you with accounting and taxes or providing an audit, we have broadened our services as our clients have expanded their needs.

 

Today, we provide clients with a comprehensive range of services, which are structured to meet the specific needs of each client.


Traditional Services

  • Business accounting services, small business bookkeeping, Quickbooks support, and financial statement preparation
  • Audit services, reviews and compilations
  • Tax return preparation for state taxes and federal taxes
  • Business tax planning, individual tax planning, and international tax planning

Specialized Service

  • Business valuations
  • Marketing and business development consulting
  • Succession and ownership transfer planning
  • Wealth management solutions
  • Cash flow forecasts and projections
  • Mergers and acquisitions
  • Business advisory and evaluation service
  • Employee benefit plan audits

Give us a call today.

 


Experience in Many Industries ...
Expertise in Auditing, Accounting and Taxes

There is no substitute for a CPA who not only understands your business, but also has experience in the markets in which you operate and compete. Time and money are saved as a result of industry experience. Industry experience can speed the start of assignments, bring valuable best practices and insights from previous projects and ensure that specific rules and regulations applicable to your business are considered.


We have served businesses in just about every industry you can imagine, but we do specialize in several areas.


Construction
Manufacturing
Distribution
Family-owned Businesses
Not-for-profits
Professional Services
Real Estate



Our clients enjoy timely communication on issues affecting their industries, including accounting, regulatory and industry practice information. We stay one step ahead of our clients, proactively seeking ways to improve their operations and increase their bottom line.


If you don’t see your industry listed above and feel that your business falls outside one of our core industries, we urge you to call us to discuss your needs. We can assure you that we do not accept business unless we are certain that we can provide quality work. In the event we cannot meet your needs, then we can refer you to another qualified firm.

 


Resources to Help You Get The Answers

How much do I need to save for my child's college education? How much can I borrow? As CPAs, we get asked a lot of questions. Frankly, that is what we like about our jobs — helping people get answers. This Resources page contains links to articles we have written on a myriad of subjects, links to important web sites, brochures, and interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these resources are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision-making process.

 


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