30 years of tax experience, working for you and your family
Large, regional CPA firm that strives to feel like a mom and pop shop. 5 CPA’s, and 5 para-professionals, over 150 years of combined tax and advisory experience. We started as a write up shop, and still provide outsourced CFO services to about 100 small businesses, but have grown to be more of an investment management firm. 70% of revenue comes from investment management services, 30% from traditional tax and accounting services.
We are a well known firm in the region. I am on the local news, which is very dominant in the area, every other Tuesday where I take questions and answer money related questions, everything from SSDI, basic to complex tax questions, and commentary on the various investment markets and interest rates. I am the local expert the news station turns to for commentary on any large financial stories going on. We are often a community resource for things like PPP Loans, we did several hundred last round, and have already submitted over 90 to a local bank that is a trusted resource.
CPA, PFS, MST
M Dean Owen CPA • Lone Oak High School – 1985, Paducah Community College-1986• US Military – 1986 – 1996 Special Operations and Submarine Warfare Specialist, Master Training Specialist, Desert Storm Combat Veteran• Eastern CT State University – 1996-1997 – BS Accounting – highest ranking graduating student award from Connecticut State Society of CPA• Price Waterhouse – 1997-1998 – Hartford CT, Audit department• Air Products – 1998-1999 – Controller, Calvert City, KY• Earned Certified Public Accountant License in 1999, KY Dept. Of Public Accounting• Southern Ill University 1999-2000 – MS Accounting- Focus on Taxation, highest ranking graduate student• College Professor – 1999 – 2002 teaching tax, finance, accounting, and general business• Earned Personal Financial Specialist (PFS) designation in 2004, PFS designation is most academically challenging retirement planning license in the retirement planning profession.• President M Dean Owen CPA – 1999-to current, currently manage a 15 person CPA firm consisting of multiple CPA’s, Enrolled Agents, and Para Professionals.Services:• Accounting, Tax, Out Sourced CFO, and small business management services. • Tax Services – individual, corporate, and other entity – Preparing over 10,000 various federal, state and local tax returns per year.• Retirement Planning Services – Fee based financial advisor focusing on retirees and small business owners• Manage approximately $150mm in client assets of which 98% are fee basedFirm Profile:• Three CPA’s, four Enrolled Agents, three Certified Para Planners, other staff working on various certifications• Average employee tenure with firm is 9 years• Internal annual training requirement of team members is 5 times required minimum to maintain license• Firm Revenue Approximately $2.5mm/yearActivities• Active with local Friends of NRA, Local Political Committees, teaching finance, economic, and tax courses, as well as current economic trends and analysis to various civic groups and at client events. Family – Married to Jean, father to Kelsey and Riley, reside in Paducah Ky.Hobbies – Hinting, Fishing, Power Boating,
Meet the Team
As an efficient and proactive administrative assistant, Bobbie Cook takes pride in providing exceptional support and organization to ensure the smooth operation of any office environment. With a keen eye for detail and a passion for streamlining processes, she is dedicated to helping the office thrive and achieve our goals.
She brings more than 7 years of administrative experience to the table, having worked in diverse industries throughout the years, she has developed a strong understanding of office management and the ability to adapt to the unique needs of clients and coworkers alike.
When she is not in the office, you can find her working with her husband and daughter in their music studio, helping local artists getting their music out or she can be found working on a crochet project to donate to local charities.
Priya James, Client Relations Manager who has a passion for building and maintaining meaningful relationships and thrive on delivering exceptional customer experiences that drive mutual growth and success.
With over 18 years professional experience in the auditing and investment banking world, Priya has achieved an impressive educational and professional background. She is a current member of the Association of Chartered Certified Accountants and an Enrolled Agent. She is fully Securities Licensed exemplifying her dedication to staying well-versed in the intricacies of financial regulations.
Beyond her career, Priya actively engages in meaningful volunteer work. She is a devoted volunteer and Director with the Daughters of Guyana, an organization focused on empowering and supporting families from her homeland. Priya also finds purpose in her involvements with the Paducah Lions Club where she contributes her time and effort to various charitable initiatives, making a difference in the lives of others.
One of Priya’s most remarkable qualities is her adventurous spirit. When she is not nurturing relations or engaging in volunteer work, you can find her exploring other interest such as traveling to new places with her husband and daughter and capturing the beauty of the world through camera lens or broadening her cooking skills exploring diverse cultures through her food.
Recognized for her outstanding dedication to learning and academic excellence, Priya received an award from the Association of Chartered Certified Accountants in 2009 for top overall performer, a testament to her commitment to continuous growth and improvement.
Britney is a part of the Investment Department as a Wealth Management Assistant, and joined the team in June 2022. Britney is a Certified Financial Paraplanner Qualified Professional (FPQP™), dedicated to helping her clients achieve their financial goals and secure their futures. Throughout her time with M. Dean Owen CPA, she has had the privilege of assisting numerous clients by ensuring their financial needs are met with utmost care and attention. Britney is also specializing in tax return preparation, and accuracy is a top priority. Cultivating strong relationships with clients is the heart of her work and is committed to delivering top-notch customer service. Beyond her professional life, she enjoys spending time outdoors with her husband and two children. Britney also has a creative side, and enjoys sewing children’s clothing. As a devoted mother of two, Britney is committed to instilling sound financial habits in her own family and brings that same dedication to assisting our clients in achieving their financial aspirations.
Katelyn is a Wealth Management Assistant who has been with Dean Owen CPA since September 2023. She graduated from Centre College with a Bachelor’s of Science Degree in Economics and Finance in May of 2023. Her interest in Finance started her freshman year of college and she has been pursuing finance positions ever since then. While she was getting her degree, she had multiple internships that made her interest in Finance even more prevalent. She interned at Paducah Bank for the summer and winter breaks of 2021 and 2022 and went on to intern at a CPA firm as well. She was very involved with student activities at Centre College, which is shown by her being the Chief Financial Officer for her sorority and was a member of and the Student Manager for the Centre Women’s Soccer Team. Katelyn is very motivated to start her career in Finance and is excited to be on the team!
Meet Jared Street, an accomplished Financial Advisor ready to navigate you towards your financial goals. Jared embarked on his professional journey in hospitality management, where he honed his skills while working with award-winning hotels under renowned brands such as IHG, Hilton, Marriott, and Caesar’s. Transitioning to the financial industry, Jared gained invaluable expertise in operations and portfolio management while collaborating with independent advisors. Upon joining our team, Jared transitioned into a client-facing role as a Financial Advisor, guiding clients to make well-informed financial decisions, fostering financial literacy, and nurturing enduring relationships founded on trust and transparency. He firmly believes that financial well-being extends beyond mere numbers; it’s about enabling individuals to pursue their goals, regardless of their life stage. Beyond the financial sphere, Jared is deeply committed to his local church, actively serving as a deacon and teacher for grades 1-5, and leading multiple home groups to create a sense of belonging and support within his congregation. Outside of his work and community involvement, Jared cherishes his role as a devoted husband to Stacie and a loving father to three daughters – Lily, Eden, and Charlotte. Family forms the cornerstone of his life, and his dedication to their well-being mirrors his commitment to his clients’; financial success. You can trust Jared to guide you toward a secure financial future and help you realize your dreams.
Jason aims to set clients at ease while learning about their vision for the future, answering their investment questions, and guiding them through the financial planning process. All while, above all, maintaining a pressure-free and low-stress environment. He takes pride in his attention to detail, consistent follow-through, and commitment to helping clients pursue their goals. He strives to understand each client’s unique vision of financial success and then uses that vision to create individualized financial plans that address retirement income, investment management, taxation, and any other financial matters of interest. Professionally, Jason has enjoyed more than 20 years of experience in the financial services industry and has worked in both banking and financial advising. He holds a Bachelor of Science degree in Finance from Southern Illinois University. When he’s not meeting with clients or studying the markets, Jason can be found cheering on the Minnesota Vikings (SKOL!), enjoying a bicycle ride with his daughter, Katie, volunteering in the community, or sometimes just enjoying a great book. Whether you are beginning your journey toward financial independence or you’re ready to retire, Jason would be happy to lend a hand.
Let Us Help:
I hope you’ll forgive me for being blunt.
I am Dean Owen, I’m a CPA, PFS, MST and realize that you may not be used to seeing a tax professional talk like this. It’s not my intention to offend (I’m actually being very careful with my words–I am a tax professional, after all).
But I think you’ll agree that the times we’re currently facing require a little straight talk.
Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes. But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!
As a tax professional, it truly breaks my heart, knowing that just a few thousand, or even a few hundred bucks for us “regular guys” out of that vast pool of overcharging could make a world of difference–and they are just sitting there, unclaimed! And with the economy we’re facing now…it’s essential that the “right” professional handles your taxes and other financial matters.
You see, all tax professionals are not the same. From the “discount” chains (notice the quotes) to classic accounting firms, most fly through tax season in a disorganized mess–bleary-eyed and hopped-up on caffeine. It’s no wonder that they treat you like a number and lapse into excuses and tax-talk. (I told you that I would be blunt.)
I’ve put more of my thoughts on these matters in free reports:
Click the button on this page to request either of these free reports from us, and we’ll rush your copy to you immediately. Feel free to poke around our site and discover why I’ve been called “The Most Trusted Tax Professional in the Paducah Area”.
PS–When you grab either of these free reports, we’ll also add you to our weekly email series on “Real World” Strategy (for individuals). Our readers enthusiastically forward these to their friends and peers all the time, and they’re not your standard “tax tips”.
PPS–Already ready to come in?
I don’t blame you…many folks are fed up with the other options out there. Our schedule is very full…but if you call us at (270) 554-0720 or Email Us, we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!
Talk again soon,
Dean Owen, CPA, PFS, MST
What our Clients are saying
Dean and Priya helped me work through settling my sister’s estate in another state. It was a stressful time, but each time we met with Dean or Priya, things just worked out for us and the stress level almost evaporated. We feel a lot more like family than clients.More like a family than clients
As a parent, you know that having kids ain’t cheap. Shelling out for Christmas gifts serves as another excellent reminder that a significant part of your income isn’t for you. Though, if you’re prone to buying in bulk to get your family fed, you could get a...