Investment Accounting And Financial Planning
For businesses and investors alike, investment accounting serves as the foundation for making informed financial decisions. Understanding how to properly track, measure, and report investment
ESTATE TAX PLANNING
Protect your wealth and legacy with strategic estate tax planning.
Get the most out of your estate’s value with personalized tax strategies.
TAX AND ESTATE PLANNING SERVICES
Our experienced team provides personalized strategies to ensure your financial goals are met.
- Trust and Estate Income Tax Return Preparation
- Beneficiary Income Tax Return Preparation
- Trust and Estate Income Tax Planning
- Cash Flow and Budget Preparation and Reporting
- Bank and Investment Account Reconciliation
- Tax Basis Investment Bookkeeping and Accounting
- Gift Tax Return Preparation
- IRS Audit Representation
ESTATE TAX PLANNING THAT PROTECTS YOUR LEGACY
At Patten & Company, we understand that estate and tax planning can be complex and overwhelming. Our dedicated team is here to provide you with personalized and comprehensive estate tax planning services. We work closely with you to develop strategies that minimize tax liabilities and ensure your assets are protected for future generations.
Whether you’re planning for your family’s future or managing a trust, our expertise in trust tax planning and estate tax planning will give you peace of mind.
We take pride in building long-term relationships with our clients, offering tailored solutions that meet your unique needs.
Our goal is to help you manage the intricacies of tax and estate planning with confidence, guaranteeing that your financial goals are achieved.
OUR ESTATE AND TAX PLANNING PARTNERS
We provide specialized estate tax planning and fiduciary services to:
LEGAL PROFESSIONALS
- Estate Planning Attorneys
- Tax Lawyers
- Trust Administration Counsel
- Family Law Attorneys
- Corporate Legal Counsel
- Commercial Litigation Attorneys
TAX & FINANCIAL ADVISORS
- Tax Accountants
- Estate Planners
- Independent Auditors
- Management Accountants
- Financial Advisors
- Wealth Managers
FIDUCIARIES & BOARDS
- Corporate Board Members
- ERISA Fiduciaries
- Trust Officers
- Estate Executors
- Investment Committee Members
- Family Office Managers
Our Dallas CPA firm works as an extension of your team,
offering tax and estate planning support that complements your client services.
offering tax and estate planning support that complements your client services.
Other Industries
Oil and Gas
Our energy-focused, highly-tenured CPAs bring “Big Four” expertise in offering tax and assurance services to oil and gas exploration, drilling, production, development, pipeline, and service companies.
Agriculture and Farming
We serve agriculture and farming industries with entity structure evaluation, recommendations, and implementation, federal and state income tax preparation, and more.
Real Estate
We provides comprehensive tax, accounting, and advisory services to a full range of real estate entities and investors, covering transactions from acquisition to disposition and beyond..
THE PATTEN ADVANTAGE
For decades, our Dallas tax and estate planning services have helped individuals and families build lasting legacies. We combine deep technical expertise with personal attention to deliver clear solutions for complex estate matters.
OUR DIFFERENCE:
Working exclusively with high-net-worth clients and their advisors on estate and tax planning has refined our approach to wealth preservation.’
You work directly with senior CPAs who understand the complexities of estate tax law and provide clear, actionable guidance.
We collaborate seamlessly with your attorneys and financial advisors to create tax-efficient estate plans that protect your wealth.
Our estate tax planning strategies help minimize tax exposure while maximizing wealth transfer to future generations.
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Estate tax planning helps protect your wealth from unnecessary taxation when transferring assets to future generations. It’s essential for high-net-worth individuals who want to maximize their legacy.
While estate planning covers your entire wealth transfer strategy, trust tax planning focuses specifically on minimizing tax exposure through strategic trust structures and administration.
The best time to begin estate and tax planning is now. Early planning provides more options for tax-efficient wealth transfer strategies and helps avoid rushed decisions.
CPAs handle estate tax returns (Form 1041), gift tax returns (Form 709), fiduciary accounting documents, and trust tax compliance paperwork.
Review your estate tax plan annually and after major life events like business sales, marriages, births, or significant changes in tax law.
Fiduciary tax compliance includes preparing trust tax returns, documenting distributions, tracking basis, and ensuring proper allocation between principal and income.
We collaborate with your legal and financial team to create coordinated estate tax strategies, sharing expertise while respecting established relationships.
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