About
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.
Dean Owen
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,
Let Us Help:
Dear Friend,
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
SECURE Act 2.0: RMD Changes & More for Paducah Savers
The President and Speaker of the House finally made some forward movement on the debt ceiling this holiday weekend. A couple big takeaways: Decreased IRS budget (20 billion less than the projected 86 billion previously allotted by the American Rescue Plan)An...
