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Dugre, Croteau, Morton & Co PC

Dugre, Croteau, Morton & Co PC

Reviews Summary

The majority of reviews highlight exceptional service, professionalism, and efficiency, particularly praising the responsiveness, expertise, and clear guidance provided. Many clients appreciate the firm's ability to handle complex tax situations with patience and accuracy, making the process less stressful. While most experiences are overwhelmingly positive, one review notes a significant oversight in deductions, resulting in higher payments. Overall, the firm is highly recommended for reliable, year-round support and tailored financial advice.

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
GAAP Compliance

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
GAAP Compliance

Contact Information

Address

727 Grattan St

Chicopee, Massachusetts 01020

Visit Website Call Now Get Directions

Hours

Monday 8AM-4:30PM
Tuesday 8AM-4:30PM
Wednesday 8AM-4:30PM
Thursday 8AM-4:30PM
Friday 8AM-4:30PM
Saturday Closed
Sunday Closed

Customer Reviews

Can't thank Marta enough, she makes the filing process less stressful. Very knowledgeable, friendly, and explains factors that made my owed amount go down or up. I still don't look forward to having to file my taxes, but is nice that I don't dread them anymore.

I?ve been getting my taxes done through Dugre, Croteau, Morton and Co specifically by Marta Sudol for the last 2 years now and after dealing with so many tax headaches from a previous accountant; the level of professionalism and efficiency Marta has shown is truly outstanding! I cannot recommend her enough for all your tax/financial needs. She has answered every question I?ve had and is extremely reassuring and responsive, and I haven?t had any issues since switching to her.

Marta did a fantastic job with our families taxes. She worked diligently to make sure everything was accounted for and was very patient with all of our questions and concerns. She was able to handle our tricky two state income situation with class and speed. We will be returning to her every year! 10/10!

I highly recommend Dugre, Croteau, Morton & Co for anyone in need of reliable and professional accounting services. From the moment I engaged with them years ago, the team demonstrated exceptional expertise and dedication to ensuring all my financial needs were met. Marta, in particular, is an absolute pleasure to work with. She takes the time to thoroughly understand my situation and provided clear, concise advice that was tailored to my specific requirements. The staff at DCM is not only knowledgeable bu

I have been using this firm for many years . Marta Sudol has been servicing my business needs and my personal taxes for many years . I would highly recommend there services , just ask for Marta .

I've been working with D, C, M & Co, P.C. for many years now. Always a pleasure, everyone continues to be prompt and professional.

Was going over my mom's 2019 taxes that Marc did with my accountant and preparing and he noted multiple legitimate missed deductions causing my mom to pay almost a thousand more than what was required. I'm writing this review after looking into how my mom handled her taxes and a comment my mom told me Marc said to my mom " You have too much income.". Maybe the sacrifices and investments my father made for my mother set my mother up for good income income which to some may seem "Unfair", however he did di

I have been going to Dugre, Croteau, Morton & Co PC for about 10 years now. I enjoy how every time I walk into the office, everyone always greets me with a positive attitude and a smile. Marta Sudol has always been there to support me whenever I needed any questions answered or information further explained; she?s always quick to respond to questions or calls in a timely manner. I highly recommend coming here to get your taxes or other important documents completed by this firm.

I have been getting my taxes done here for many years. They are also available year round for any questions that may arise, Especially during COVID and all the uncertainties and questions that came about with stimulus packages and child credits. They are professional and prompt with responses. Highly recommended!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.