Certified Public Accountants · Serving clients nationwide

Sound accounting, thoughtful counsel, and a firm that knows your name.

Dugan CPA, PC provides advisory, tax, and accounting services to businesses and families across the country. Beyond accurate filings, we serve as a year-round advisor for the decisions that shape your business and your finances.

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Licensed in Oklahoma Transparent, fixed-fee engagements

Services

Comprehensive support for businesses and individuals

Every engagement begins with a clear scope and a fixed fee, agreed upon before work begins. Our clients range from closely held businesses to households with straightforward returns — each receives the same standard of care.

Advisory services

Counsel for the decisions that matter most

Compliance keeps you in good standing; advisory moves you forward. We work alongside business owners and families as an ongoing advisor — bringing financial clarity to growth decisions, major transactions, and long-term planning well before deadlines arrive.

Discuss an advisory engagement
  • Cash flow analysis & forecastingKnow where you stand and what's ahead
  • Entity structuring & restructuringThe right structure for tax efficiency and growth
  • Succession & exit planningPrepare the business — and yourself — for transition
  • Acquisition & major-purchase supportFinancial due diligence before you commit
  • Strategic tax planningMulti-year strategy, not just annual filing

Business services

For closely held companies, partnerships, and sole proprietors

  • Tax preparation & strategic planningFederal, state, and multi-state filings
  • Bookkeeping & monthly financial statementsAccurate, timely, decision-ready reporting
  • Payroll administrationProcessing, withholdings, and quarterly filings
  • Entity selection & restructuringLLC, S corporation, and partnership analysis
  • Financial statement reviewClear reporting for lenders, partners, and planning

Individual & family services

For professionals, families, and retirees

  • Individual income tax preparationThorough, accurate, and filed on time
  • Year-round tax planningProactive guidance, not just annual filing
  • IRS & state notice resolutionRepresentation and correspondence handled for you
  • Major life eventsHome purchases, education, inheritance, retirement
  • Estate & trust returnsForm 1041 and related fiduciary filings

Our approach

A deliberate process, from first meeting onward

We believe clients deserve to know what to expect — in scope, in fees, and in communication — at every stage of an engagement.

I.

Initial consultation

A complimentary meeting to understand your situation, answer questions, and determine whether we're the right fit — with no obligation.

II.

Review & proposal

We review your records or prior returns, identify opportunities and risks, and present a written engagement letter with a fixed fee.

III.

Ongoing counsel

We manage deadlines, filings, and correspondence throughout the year, and remain available whenever questions arise.

The firm

Oklahoma roots, national reach

Dugan CPA, PC is an independent public accounting firm based in Edmond, Oklahoma, serving clients across the country. Whether we work together in person or entirely remotely, every client receives the same direct, attentive relationship.

We founded the firm on a straightforward conviction: that careful, professional accounting should come with genuine accessibility. Our clients work directly with their CPA — not a rotating cast of preparers — and receive counsel grounded in a real understanding of their circumstances.

We maintain a deliberately focused practice so that every client, whether a growing company or an individual household, receives unhurried attention and candid advice.

Licensed & regulatedOklahoma Accountancy Board
Fixed-fee engagementsQuoted in writing, before work begins
Direct CPA accessYour calls answered by your accountant
Year-round serviceCounsel beyond filing season

Contact

Schedule a consultation

We welcome inquiries from prospective clients at any time of year. Initial consultations are complimentary and carry no obligation.

Begin the conversation

Whether you are establishing a new business, seeking a second opinion on your returns, or ready for a more attentive accounting relationship, we would be glad to speak with you.

Request a consultation