Individual Tax Planning
Individual Tax Planning and Compliance Services
Patten and Company offers individual tax planning and compliance services that including the following:
- Income tax return preparation and planning
- Multistate income tax return preparation
- Business (Schedule C) accounting and reporting
- Rental and Royalty (Schedule E) accounting and reporting
- Farm (Schedule F) accounting and reporting
- Fixed asset management and reporting
- Tax basis capital account maintenance
- Business use of home reporting
- Household employment tax reporting
- Tax credits and incentives
- Periodic projections and tax estimate preparation
- Foreign bank and financial accounts reporting
- IRS audit and examination representation
- IRS audit and examCapital gains and losses (Schedule D) accounting and reporting representation
Other Services
Business Valuation
Our business valuation services include buy/sell agreement analysis and recommendations, Insolvency analysis and more.
Trusts and
Estates
Our trust and estate tax planning and compliance services include tax planning, investment account reconciliation, tax returns 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.