Patten and Company

What We Do

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 Planning

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


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.

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