Customized Tax and Accounting Services in DFW
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.
Open. Honest. Accesible.
We bring out the best in each other so we may provide the best in service.
As a CPA Dallas firm, we’re experts at providing financial and strategic solutions to our clients, but what we do best is listen.
Professional valuation of your business for mergers and acquisitions, estate planning, or financing needs.
Manage the complexities of buying or selling a business with our M&A expertise.
Develop a plan to maintain a smooth business transition for future generations.
Minimize your tax burden and maintain compliance with federal and state regulations.
File your tax returns accurately and efficiently, and take advantage of tax-saving opportunities.
Protect your loved ones’ inheritance by creating a comprehensive estate plan.
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.
Schedule a free consultation with our Dallas CPA to discuss your financial needs and goals.
We create a tailored solution that addresses your specific requirements, maintaining accuracy and compliance.
We’ll guide you through every step of the process, giving you a smooth and efficient experience.
We’re here for you every step of the way, providing ongoing support and guidance.
Industry Focused Expertise.
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.
Real strategic tax planning doesn’t happen in February. It happens in April, July, and October, during the conversations most business owners never have with their
The seller tells you the business is profitable. The financial statements look clean. The customers seem loyal, the bank is willing to finance the deal,
Many business owners are legally overpaying taxes. Not because they are doing anything wrong, but because planning happens too late. By the time tax season
