A few years ago, we made the decision to change accountants.  After an interview process, our company chose Applegate and Company.  From the first meeting we had with Paul and Blake, we received more financial advice than we have in the previous 15+ years.  Blake is always quick to return a phone call or email no matter how small the question.  We have come to depend greatly on their sound financial advice and have found their company takes the time to dedicate to our small company and provide the invaluable accounting assistance and financial planning we have been looking for.  Since teaming with Applegate and Company, our financial statements and tax returns are on time which in turn has assisted us in our banking and insurance relationships as well.  A very sincere thank you to the Applegate and Company firm for all their efforts.

-James Shoffner, Owner       

J. Shoffner, General Contractor, Inc. 

My organization has been a client of Applegate and Company for many years.  They treat my organization as if it were their own.  Unsurpassed professionalism; and amazing client care.  I simply would not trust my business to anyone else.  

-Brian Sullivan, Former Executive Director

I am delighted to write this letter on behalf of our Company, Berkel Midwest.  It is hard to believe that 3 years has passed so quickly. From the onset in 2012, Applegate & Company has been a great source of support. Our working relationship has deepened over time and your Company has been a great asset to us. Very professional, and an abundance of knowledge. As an owner of a business I am aware of the importance of having a great partner in business. I would highly recommend your accounting firm. You have been a solid partner.

Thank you for all the good years of support.

-Jesse Chavez & Thomas Floyd, Jr., Owners

Berkel Midwest Sales & Service, Inc.

St. Andrews is proud to have the honor of partnering with Applegate and Company for the past 20 years.  Applegate and Company’s services far exceed the typical tax returns or number crunching.  They are actively involved in recommendations of all phases of our business.  Whether it is tax or estate counseling, investment in real estate, purchasing of equipment, engagement in new IT software, or banking relationships, we always discuss the choices with Applegate.  We would never consider a major move without first asking their opinion.  Applegate’s management starting with the Founder Paul and continuing with his daughter and son are truly a family business which far surpasses the services of the “Mega” accounting firms.  The knowledge and experience that they bring to the table is an invaluable resource for St. Andrews.  They are simply….the best partners we could have ever made.

-Skip Strzelecki, President        

St. Andrews Products

The board and staff at Save the Dunes are truly impressed with the work of Applegate & Company, CPAs. We trust the team at Applegate to not only handle our annual financials and tax filings, but to also keep us abreast of current standards affecting the nonprofit sector. They provide valuable suggestions on how to track our financials and implement best practices to keep us in compliance with laws and grant requirements and also protect our finances. Everyone we have worked with at the company is warm, smart, responsive and efficient. Applegate & Company have demonstrated leadership in the community, are very involved on a local level, and strive to support the work of organizations like ours. Together we are improving quality of life for residents in the region.  

-Nicole Barker, Former Executive Director

Our not-for-profit visitors bureau has received our audits from Applegate & Company, PC since 2008. Jason and Deanna have been a delight to work with!  The first year was the most challenging for me, but Jason and Deanna worked through all my questions very patiently. They have always been extremely professional and kind. Over the years, we have a better understanding of what is involved with the audits and know what is expected, consistently.  Jason and Deanna have always been just an email or phone call away when questions present themselves between audits. We feel very fortunate to have this team working with us.

Thank you to Applegate & Company, PC for your service to LaPorte County Convention & Visitors Bureau!

-Jan Chambers

LaPorte County Convention & Visitors Bureau

Thank you Megan, for the great job you did preparing my corporate and personal taxes for the past 2 years. It has truly been a pleasure to work with you and I so appreciate your promptness and attention to detail.

I had several thoughts and questions during the tax preparation period and not only were you quick to respond, you did so, in a most professional manner and with a great attitude. I never felt as if I was "bothering" you, but rather that we were working together for the best outcome. You also were great when it came to letting my manager know what was needed and communicated consistently with her, for needed information and documents.

I am so pleased with your professional knowledge and expertise and would highly recommend you to others.

-Micky Gallas, Broker-Owner

Micky Gallas Group

Megan Applegate, CPA of Applegate & Company has delivered exceptional professional accounting services to our companies; Publishers Consulting Corporation (PCC) Magazine  Fulfillment, Intercontinental Subscription Srvc. (ISS), and Popular Subscription Srvc. (PSS). Whenever we provide Megan a business plan, scenario or financial question, she provides a prompt, analytical and detailed reply. I have been a business owner for 20 years and my spouse 31 years. We have noted that Megan's wisdom and experience are well beyond her years. She is able to comprehend a business and corresponding financial situation such that she has assisted us in acquiring lucrative business agreements and contracts. We appreciate Megan's professional experience and keen foresight. Our companies are grateful to have chosen Megan Applegate as our CPA and look forward to working with her in the many years ahead!

-Lori Lake, President