Professional Tax and Accounting Services
At Patten and Company, we recognize the unique financial needs of each business.
Our professional tax and accounting services are tailored to meet these needs, offering comprehensive accounting and tax solutions that help businesses effectively manage their financial responsibilities.Whether you require routine bookkeeping or strategic tax planning, our dedicated team is equipped to support your financial objectives.
Business Consulting
Business
Valuation
Our business valuation services include buy/sell agreement analysis and recommendations, Insolvency analysis and more.
Mergers &
Acquisitions
Our mergers and acquisition services include due diligence of the acquisition target, business valuation, tax structure analysis for optimal tax treatment, and more.
Succession & Shareholder
Our succession and shareholder planning services include valuations for estate and gift tax purposes, C corporation to S corporation conversions, and more.
Tax Planning & Compliance
Business Tax Planning & Compliance
Income tax return preparation, entity selection and structure, tax credits and incentives, mergers, acquisitions, and reorganizations and more.
Individual Tax Planning & Compliance
Income tax return preparation and planning, multistate income tax return preparation, Schedule accounting and reporting and more.
Trust and Estate Tax Planning & Compliance
Trust and estate income tax return preparation, related beneficiary income tax return preparation, trust and estate income tax planning, and more.
Accounting & Audit
Accounting
Bookkeeping, account reconciliation, financial statement preparation – GAAP and tax basis, Adjusting journal entries, and more.
Audits
Financial statement review, financial statement audit, internal controls audit, compliance audit and more.
Why Choose Patten and Company?
- Expertise: Our team has years of experience providing professional tax and accounting services, ensuring you receive the best advice and support.
- Customized Solutions: We understand that every business is unique, and we develop accounting and tax solutions that are tailored to your specific needs.
- Proactive Approach: Our services are designed to not only meet your current needs but also anticipate future challenges, helping you stay ahead of the curve.
We offer a wide range of accounting and tax solutions, including bookkeeping, tax preparation, financial planning, and strategic tax advice.
Our strategic tax and accounting services focus on minimizing your tax liabilities through effective planning and compliance. We analyze your financial situation and provide tailored strategies to maximize your tax savings.
We serve a diverse range of industries, including healthcare, real estate, manufacturing, and more. Our professional tax and accounting services are adaptable to the specific needs of different sectors.
Strategic tax planning is crucial because it helps you minimize your tax burden and make better financial decisions. Our team provides strategic tax and accounting advice that aligns with your long-term business goals.
Getting started is easy. Contact us through our website or give us a call, and we’ll set up an initial consultation to discuss your needs and how our accountant and tax services can benefit your business.