How to Run Year-End Tax Planning Before the Window Closes
Most business owners think about taxes in April. That is the problem. By the time you are sitting with your accountant reviewing last year’s numbers,
WE LISTEN. WE CONSIDER. WE ADVISE. WE DELIVER.
Customized Tax and
Accounting Services Across Texas
The premier boutique CPA firm serving high-net-worth individuals, family-owned businesses, and companies across the state.
A CPA In Texas
Built Around Your Needs
Patten and Company LLC provides customized tax and accounting services to high-net-worth individuals, family-owned businesses, and companies across Texas. Since our firm was founded in 1969, our focus has remained the same: understanding the unique and changing needs of each client.
From our roots in Dallas, we serve clients throughout Texas with the experience, personal attention, and forward-looking advice they need to navigate increasingly complex financial decisions. Our team takes the time to understand where you are today and what you are working toward, so our advice continues to support you as your needs evolve.
Who We Are
Open. Honest. Accessible.
We bring out the best in each other so we may provide the best in service.
What We Do
We help you navigate complex financial decisions with thoughtful planning, strategic guidance, and advice built around what matters to you.
Tax and Accounting Services
From tax planning to major business transitions, we provide the specialized expertise you need to make informed financial decisions and plan confidently for what comes next.
Business Valuation
Understand what your business is worth with a professional valuation for transactions, succession planning, estate planning, and other key decisions.
Mergers & Acquisitions
Navigate the financial complexities of buying or selling a business with experienced guidance throughout the transaction.
Succession & Shareholder Planning
Prepare for ownership changes with a thoughtful plan that protects the business, its owners, and its future.
Business Tax Planning & Compliance
Plan proactively for tax obligations while maintaining compliance with federal and state requirements.
Individual Tax Services
Navigate complex tax matters with proactive planning and accurate, timely tax preparation.
Estate Tax Planning & Compliance
Plan for the transfer of wealth while addressing estate tax obligations and protecting what you have built.
Why Choose Patten & Company
As Your CPA in Texas?
You need more than accurate numbers. You need a CPA who understands the complexity behind them, responds when it matters, and provides guidance that evolves with you.
Deep Experience
Many business owners work hard each month but still wonder why profits seem low. We help you track costs, uncover opportunities, and set your business on a clear path to better profitability.
Personalized Attention
We take the time to understand your priorities, challenges, and goals so our guidance is built around your specific situation.
Proactive & Responsive
We look ahead, identify potential issues early, and provide timely guidance so you can make informed decisions with greater confidence.
Connected Financial Guidance
Tax, accounting, valuation, succession planning, and advisory needs often overlap. Our integrated approach helps you see the bigger financial picture.
A Long-Term Partnership
As your needs change, our guidance changes with them. We build lasting relationships designed to support you through different stages and decisions.
Our Process
Free Consultation
Start with a conversation about your financial situation, priorities, and goals so we can understand where you need support.
Plan Development
We develop a tailored approach based on your needs, bringing together the right tax, accounting, and advisory expertise.
Implementation
Our team puts the plan into action, coordinates the details, and keeps you informed throughout the process.
Ongoing Guidance
As your needs evolve, we stay involved with proactive advice and support to help you navigate what comes next.
Ready for Financial Guidance Built Around You?
Whether you’re navigating complex tax matters, planning for your business, or preparing for what comes next, Patten and Company is ready to help.
Who We Serve
Industry Focused Expertise.
We work with businesses and individuals whose financial needs require specialized knowledge and thoughtful guidance. Our industry experience helps us understand the challenges you face and provide advice that fits your circumstances.
Serving Clients Across Texas
With online CPA services and virtual CPA support, you can work closely with our team wherever you are in the state.
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!
Frequently Asked Questions
Still got questions?
Let us know what you are looking for.
Let us know what you are looking for.
What tax and accounting services does Patten & Company offer?
Many business owners work hard each month but still wonder why profits seem low. We help you track costs, uncover opportunities, and set your business on a clear path to better profitability.
Does Patten & Company work with clients throughout Texas?
Yes. While our office is based in Dallas, we work with individuals, families, and businesses across Texas.
Do you offer online CPA services?
Yes. Our online CPA services allow clients to work with our team remotely, making it easier to access experienced tax and accounting guidance from anywhere in Texas.
Can I work with Patten & Company as a virtual CPA?
Yes. We can work with clients virtually when an in-person meeting isn’t necessary, while still providing the personalized attention and ongoing guidance you would expect from our team.
How do I get started with Patten & Company?
Schedule a free consultation to tell us about your financial needs, priorities, and goals. We’ll discuss how our team can help and what the next steps would look like.
Looking for Business Insurance and Risk Management Support?
We recommend Tower Street Insurance, a Dallas-based agency that helps businesses reduce risk, protect their operations, and plan for the future. Their team provides commercial insurance solutions, claims advocacy, loss control services, and ongoing risk management guidance tailored to each client’s needs. Learn more at www.towerstreetinsurance.com
Latest Blogs
Read up on some of our latest business news and useful information.
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The question of whether to use a virtual CPA or an in-person firm comes up more often now than it did five years ago, and
What High-Income Earners Get Wrong About Tax Planning
Working with a tax planning advisor is one of the highest-return financial decisions a high-income earner can make, yet most people in this position are