Investment Accounting And Financial Planning
For businesses and investors alike, investment accounting serves as the foundation for making informed financial decisions. Understanding how to properly track, measure, and report investment
WE LISTEN. WE CONSIDER.
WE ADVISE. WE DELIVER.
Customized Tax and Accounting Services in DFW
DFW’S PREMIER
CPA DALLAS FIRM
Patten and Company LLC is a leading CPA firm in Dallas, TX providing businesses and individuals, across a wide array of industries and with varying levels of complexity, with customized tax and accounting services. Since our firm was founded in 1969, our primary focus has been, and continues to be, understanding the unique and changing needs of our clients.
We listen. We consider. We advise. We deliver. We run our firm for today and tomorrow so your needs will be met now and in the future, solidifying our reputation as a premier CPA Dallas practice.
Who We Are
Open. Honest. Accesible.
We bring out the best in each other so we may provide the best in service.
What We Do
As a CPA Dallas firm, we’re experts at providing financial and strategic solutions to our clients, but what we do best is listen.
CPA SERVICES IN DALLAS
Allow us to guide you along your financial journey. We provide a wide range of services
that are aimed to help you succeed in business and in life.
that are aimed to help you succeed in business and in life.
Business
Valuation
Professional valuation of your business for mergers and acquisitions, estate planning, or financing needs.
Mergers &
Acquisitions
Manage the complexities of buying or selling a business with our M&A expertise.
SUCCESSION & SHAREHOLDER PLANNING
Develop a plan to maintain a smooth business transition for future generations.
BUSINESS TAX PLANNING & COMPLIANCE
Minimize your tax burden and maintain compliance with federal and state regulations.
INDIVIDUAL TAX
SERVICES
File your tax returns accurately and efficiently, and take advantage of tax-saving opportunities.
ESTATE TAX PLANNING & COMPLIANCE
Protect your loved ones’ inheritance by creating a comprehensive estate plan.
YOUR TRUSTED CPA IN DALLAS
At Patten and Company, we’re more than just accountants, we’re your financial partner. Our commitment to excellence and personalized service sets us apart.
Our decades of tax, accounting, and financial services expertise allows us to precisely and carefully address your needs.
Our team of experienced CPAs has a proven history of achieving successful financial outcomes for our clients.
We anticipate your challenges and provide timely advice to keep you on track for success.
Our combined CPA services, tax planning, auditing, and company advisory, guarantee efficient and successful financial management.
Your success is our priority. We’re invested in building long-term relationships with our clients.
OUR PROCESS
FREE CONSULTATION
Schedule a free consultation with our Dallas CPA to discuss your financial needs and goals.
PLAN DEVELOPMENT
We create a tailored solution that addresses your specific requirements, maintaining accuracy and compliance.
IMPLEMENTATION
We’ll guide you through every step of the process, giving you a smooth and efficient experience.
PEACE OF MIND
We’re here for you every step of the way, providing ongoing support and guidance.
Ready to Take Control of Your Finances?
Let Patten and Company, your trusted CPA in Dallas,
simplify your finances and achieve your financial goals.
Schedule a Free Consultation today!
Let Patten and Company, your trusted CPA in Dallas,
simplify your finances and achieve your financial goals.
Schedule a Free Consultation today!
Who We Serve
Industry Focused Expertise.
As CPA in Dallas, our expertise covers a broad range of industry areas and has been developed by serving organizations and individuals of all sizes and complexity.
EXPERT CPA IN DALLAS
Patten and Company is proud to serve businesses and individuals throughout the Dallas-Fort Worth
metroplex and surrounding areas. We understand the financial nature of the region and can adapt our
services to meet your specific needs.
metroplex and surrounding areas. We understand the financial nature of the region and can adapt our
services to meet your specific needs.
10 HIGH- INCOME TAX PLANNING TIPS
Discover powerful strategies to potentially save thousands on your taxes and keep more of your hard-earned money. Download your free guide now!
We offer a wide range of accounting and tax services for individuals and businesses, including tax planning and compliance, business valuation, mergers and acquisitions, and estate planning.
Yes, we offer free consultations to discuss your financial needs and goals and explore how we can help you achieve them.
You can schedule a free consultation on our website or contact us directly by phone or email.
For your first meeting, bring relevant financial documents such as tax returns, income statements, and any other records pertinent to your financial situation.
We offer regular updates and reports to keep you informed about your financial status, and we’re always available for any questions or concerns.
Latest Blogs
Read up on some of our latest business news and useful information.
2024 BOI DEADLINE CHANGES: WHAT YOUR BUSINESS NEEDS TO KNOW NOW
Cutting costs in a business might seem easy at first—simply eliminate low-hanging fruit like free coffee, consulting services, or temporary employees. However, these quick fixes often lead to unsustainable savings and can hurt employee morale. To implement cost reductions that last, consider a different approach focused on adding value to your business processes.
CEO Succession Planning For A Smooth Leadership Transition
Cutting costs in a business might seem easy at first—simply eliminate low-hanging fruit like free coffee, consulting services, or temporary employees. However, these quick fixes often lead to unsustainable savings and can hurt employee morale. To implement cost reductions that last, consider a different approach focused on adding value to your business processes.