Dugdale Livolsi & Wood PC

Dugdale Livolsi & Wood PC combines tax compliance with financial oversight for individuals and businesses. Its accountants prepare personal and business tax returns, advise on tax planning, and address estate and trust filing requirements. Companies can obtain financial statements, cash flow projections, budgeting assistance, and outsourced CFO services without maintaining a full executive finance position. The practice also conducts audits, reviews, and compilations for organizations requiring formal financial reporting. Internal control assessments, financing preparation, and accounting system guidance help business owners understand financial performance and manage reporting responsibilities. Its work includes clients in construction, healthcare, hospitality, real estate, and professional services.

Tax problems receive separate attention through IRS audit representation, assistance with unfiled returns, payment arrangements, liens, and other collection matters. The firm also supports business formation, succession planning, and nonprofit accounting needs. A client portal supports secure document exchange and offers consultations to discuss potential engagements. Although it can explain accounting reports and provide limited QuickBooks guidance, the practice does not perform daily bookkeeping on-site; referrals are available.