CPA SERVICES FOR HIGH NEW WORTH INDIVIDUALS
We will support and secure your future.
Mark Patten has advised me on professional and personal financial planning for many years. His subject matter expertise, attention to detail, and ability to strike the right balance between complex business issues and tax strategies has been incredibly valuable.
Neil Morris
LET OUR EXPERT TEAM PUT TOGETHER A WEALTH MANAGEMENT PLAN FOR YOU.
Exclusively for
- High-net-worth individuals
- Multi-generational families
- Entertainment industry professionals
- Entrepreneurs
- Executives
- Affluent individuals
OUR SERVICES
- Advanced tax planning
- Estate planning
- Family trusts
- Retirement wealth management
- Federal and state income tax preparation and planning
- Periodic income tax projections and estimates
- Taxing authority audit and examination representation
- Divorce tax planning
- Household employee tax reporting
Patten and Company offers professional audit services that including the following:
WHO WE ARE
We have supported clients in the Dallas-metro area for three generations.
YOU CAN FIND US AT
10000 N Central Expressway Suite 290 Dallas, TX 75231
Call us during office hours on 214-696-1922 or submit an inquiry form now and we’ll get back to you.
Personable may not be the word that immediately comes to mind when thinking of CPAs and wealth management professionals. But Mark Patten and his skilled team are approachable, conversational, knowledgeable, and always very helpful.
They bring the intricate world of tax planning, wealth management and investment portfolios to the fingertips of hard working, forward thinking clients with an eye toward the future.
Mark has a knack for getting to the root of the strategy, and he makes it work for you. He came highly recommended, and I in turn recommend him without hesitation.
Mario Tarradell
Looking for a CPA firm that understands your goals and financial needs? Reach out to us today!