We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands. We work to develop long-term relationships; whether your needs are simple or complex, we can help.
Karen McDougal, CPA,
Karen has been with us since 1990. After graduating from UC Davis with a Bachelor of Animal Science, she returned to California State University in Sacramento to complete the necessary coursework to sit for the CPA exam. Although her first love was horses, she was raised in a family business, Sacramento Barber and Beauty Supply, from an early age. Well versed in general business, by the age of sixteen Karen was stepping in for the company bookkeeper on a regular basis. Karen continues to enjoy working with the McDougal & Co. family of clients, following in Bart's footsteps of pursuing interesting, creative, and entertaining solutions to business problems. In her spare time, she enjoys horseback riding, swimming, and trying to keep up with the activities of her four children.
Katherine Wiles, CPA
Katie has been with McDougal & Co. since 2006. She holds a Bachelor of Arts degree in Economics and Psychology from the University of California, Davis. Katie joined us after working in the financial services industry for two years and deciding her true interest was in accounting. After taking the additional coursework necessary to sit for the CPA exam, Katie passed the exam and obtained her CPA license. She is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants. When Katie is not at the office she enjoys traveling, snowboarding and spending time with her family.
Sheral joined us in early 2011. She graduated from the University of California, Davis, earning a Bachelor's of Science in Psychology with an emphasis in Biology. After a year as healthcare administrator, she decided to further her education and discovered the exciting field of accounting and taxes. While earning an accounting certificate from Sacramento City College, she participated in American River College's Volunteer Income Tax Assistance Program. Sheral is currently pursuing her CPA license as a candidate with the California Board of Accountancy. Her outside professional interests includes reading, tennis and baking
Phred moved from his home in China to California in 2005 to become a part of the McDougal & Co., family. Phred is an example of one of approximately 8,000 "after life guardians" buried in the tomb of Qin Shi Huang, the first Emperor of China.
Barton McDougal, Consultant
Founder of the firm, and now moonlighting as a Consultant, Barton has over forty-six years of professional experience. Prior to establishing McDougal & Co. in 1987, he worked with Peat, Marwick, Mitchell & Co. for fifteen years, leaving as a partner, and spent an additional seven with Price Waterhouse. While semi-retired, his knowledge and experience is still available to the firm as needed, primarily in discussing and resolving "interesting" tax issues. The transition of ownership to his daughter-in-law during 2010 has allowed Barton more time out of the office to pursue his bridge game and world travels.
Established in 1987, our firm specializes in client-specific transaction planning and compliance work for all types of entities. We provide personal attention to all clientele in order to help them best manage their individual situations. Our clients include Corporations, S-Corporations, LLCs, Partnerships, Tax-exempt organizations, Trusts, and, of course, the individuals that keep all the others running.
Karen McDougal purchased the practice in the Spring of 2010. Karen began her career with the firm in 1990 and has managed the compliance work since 2006. Bart continues to provide his truly unique slant on transactional planning and business development as we move forward.
At McDougal & Co., we think in terms of opportunities. Acting as "gatekeepers" for client services, we often team with professionals skilled in other areas of interest, including marketing, computer technology, legal, capital formation, and strategic planning. Thus, we are not only actively helping our clients, but are also involved in a greater variety of issues than would be the case if we were simply providing accounting services. We take pride in our commitment to provide that extra dimension of thinking, effort, and serivce, which is essential to our objective: to help our clients succeed. To do so we provide personalized, innovative, high-value services at a competitive cost.
We are constantly working to expand our practice. Most of our clients come from referrals, we strive to consistently provide the types of services that leave people wanting to brag about us!
We provide services to clients in a wide range of industries, entity types, and income levels. Our specialty is building personal relationships with our clients on an ongoing basis. We find creative solutions to interesting tax issues. We are available year round for sound advice and reality checks for all of our clients. We are not an April one-stop shop.