Patten and Company LLC

Patten and Company LLC is an accountant in Dallas, TX. The firm provides customized tax and accounting services to high-net-worth individuals, family-owned businesses, and companies throughout Texas. They offer services including business valuation, mergers and acquisitions, succession and shareholder planning, and trust and estate tax planning.

Founded in 1969, the firm has supported clients in the Dallas-metro area for three generations. Their professional offerings include income tax return preparation, multistate income tax preparation, and bookkeeping services such as account reconciliation and financial statement preparation on both GAAP and tax bases. For business owners, they provide services such as buy/sell agreement analysis, insolvency analysis, and due diligence for acquisition targets. Their team also handles entity selection and structure, tax credits and incentives, and C corporation to S corporation conversions.

The firm provides specialized tax and accounting support for various sectors, including healthcare, real estate, and manufacturing. They perform financial statement reviews, audits, internal controls audits, and compliance audits. Their individual tax services include Schedule E accounting for rental and royalty income, Schedule D accounting for capital gains and losses, and representation for IRS audits and exams. Clients can access these services through in-person meetings or via online CPA services for remote work throughout the state.

Patten and Company LLC holds a 4.60 rating based on 23 reviews and has maintained a solid reputation among the customers it has served.

BizScoreAI awarded Patten and Company LLC a Content Quality score of 100 out of 100, which ensures the website clearly answers customer questions and describes its pages so AI assistants can quote the content directly. The firm also received a Technical score of 96 out of 100, confirming the website is secure and indexable so search engines can read it without errors.

Services:

• Accounting
• Business Valuation
• Mergers & Acquisitions
• Succession Planning
• Tax Planning and Compliance