Patten and Company LLC

Patten and Company LLC is a CPA firm in Dallas, TX, serving individuals and businesses across the DFW metro area with customized tax, accounting, and financial advisory services. The firm specializes in business valuation, mergers and acquisitions, succession and shareholder planning, business and individual tax planning and compliance, and estate tax planning. With a foundation dating back to 1969, Patten and Company has built a reputation for listening closely to clients, offering proactive guidance, and delivering tailored financial solutions. The firm serves clients in diverse industries and with varying levels of complexity, emphasizing long-term relationships and trusted partnership. It holds a strong 4.60 rating based on 23 reviews, reflecting consistent client satisfaction and reliability.

Rooted in a culture of integrity and collaboration, Patten and Company emphasizes accessibility, honesty, and responsiveness. The firm’s team, including CPA Mark Patten and over 35-year veteran Dan Lyke, brings decades of combined experience in tax strategy, business valuation, and financial planning. Their approach centers on understanding each client’s unique goals, whether for estate protection, business transition, or tax efficiency. Services extend to audit and review, financial statement preparation under GAAP and tax basis, bookkeeping, payroll and sales tax reporting, and internal controls consulting. The firm also partners with Solve HQ to provide advanced accounting systems support, including QuickBooks implementation and workflow optimization.

Patten and Company is recognized as a premier CPA firm in Dallas, known for its deep local expertise, proactive service model, and comprehensive range of offerings. The firm’s longstanding presence in the community, spanning three generations, has solidified its standing as a trusted advisor for high-net-worth individuals and owner-operated businesses alike. Its commitment to ethical practice, continuous client engagement, and strategic financial planning sets it apart in a competitive landscape.

As a leading Dallas CPA firm, Patten and Company combines enduring tradition with modern expertise, delivering reliable financial solutions that support both immediate needs and long-term success.

Services:

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