Patten and Company
Our business valuation services include buy/sell agreement analysis and recommendations, Insolvency analysis and more.
Our mergers and acquisition services include due diligence of the acquisition target, business valuation, tax structure analysis for optimal tax treatment, and more.
Our succession and shareholder planning services include valuations for estate and gift tax purposes, C corporation to S corporation conversions, and more.
Income tax return preparation, entity selection and structure, tax credits and incentives, mergers, acquisitions, and reorganizations
Income tax return preparation and planning, multistate income tax return preparation, Schedule accounting and reporting and more.
Trust and estate income tax return preparation, related beneficiary income tax return preparation, trust and estate income tax planning, and more.
Bookkeeping, account reconciliation, financial statement preparation – GAAP and tax basis, Adjusting journal entries, and more.
Financial statement review, financial statement audit, internal controls audit, compliance audit and more.