Who We Are

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We’re more than just words. We’re a culture. We're a team.

Accessible. Attentive. Collaborative. Compassionate. Diligent. Distinctive. Dynamic. Efficient. Honest. Knowledgeable. Objective.

At Patten & Company we are committed to providing exceptional service to our clients while supporting the needs of our employees. We emphasize high ethical standards across our organization to deliver superior client solutions while nurturing our team.

We have supported clients in the Dallas-metro area for three generations. Our main priority is to build trust and deliver long lasting, viable outcomes to our clients.

Mark Patten

CPA

Mark Patten

CPA

Mark specializes in tax planning and strategies for high-net-worth individuals and small to mid-size owner operated businesses. Mark also specializes in business valuation for purposes of tax planning and strategic transactions. Mark is a CPA licensed in Texas with ABV designation. Mark has an MBA with concentration in Finance from Duke University and a BBA in Accounting from the University of Houston.

Phone:214-750-3006
Email:[email protected]

Daniel L. Lyke

CPA

Daniel L. Lyke

CPA

Dan has been with Patten and Company and its predecessor firms for over 35 years. Dan specializes in tax planning and strategies for individuals and small to mid-size businesses. Dan has significant experience in oil and gas taxation and accounting as well as assurance services for a diverse range of industries. Dan is a CPA licensed in Texas and has a BBA with emphasis in Accounting and Data Processing from Chadron State College in Nebraska.

Phone:214-750-3015
Email:[email protected]

Michael Carpenter

CPA

Michael Carpenter

CPA

Michael has been with Patten and Company and its predecessor firms for over 35 years. Michael specializes in advising businesses and individuals in accounting, tax planning and developing tax strategies. Michael has significant experience in oil and gas taxation and accounting as well as assurance services for a diverse range of industries. Michael is a CPA licensed in Texas and has a BBA with emphasis in Accounting from East Texas State University.

Phone:214-750-3011
Email:[email protected]

Chelsea Ngo

CPA

Chelsea Ngo

CPA

Chelsea specializes in tax planning and strategies for individuals and small to mid-size businesses. She has experience across a wide range of industries and is skilled in tax preparation of federal and state returns. Chelsea is a CPA licensed in Texas and has an MBA and BBA in Accounting from Abilene Christian University.

Phone:214-750-3004
Email:[email protected]

Lezlie Pearson

CPA

Lezlie Pearson

CPA

Lezlie specializes in tax planning and business consulting for individuals and small to mid-sized entities. She is proficient in tax preparation for individuals, corporations, partnerships, and fiduciaries and is experienced with QuickBooks. She has extensive knowledge and experience with respect to tax and accounting issues of non-profit organizations. Lezlie also has experience in the private sector as she served as controller of a large manufacturing company for many years. Lezlie is a CPA licensed in Texas, with more than 40 years of experience. She holds a BBA in Accounting from Baylor University.

Phone:214-750-3005
Email:[email protected]

Gabriella Morales

Director of Operations

Gabriella Morales

Director of Operations

Gabriella is responsible for all aspects of accounting, human resources, firm-culture, marketing, technology, and administrative services. Gabriella has extensive knowledge and experience with respect to operations and administration within financial services firms and oversees the day-to-day operations and policies of the firm while driving sustainable growth. Gabriella has over 12 years of experience within operations and administration. Gabriella earned her BA in English from Lehman College.

Phone:214-750-3000
Email:[email protected]

Charissa Aguilar

Tax Processor

Charissa Aguilar

Tax Processor

Charissa specializes in federal and state tax processing and has over 5 years of administrative tax experience.

Phone:214-750-3009
Email:[email protected]

Andrew Patten

Director, Transaction Services

Andrew Patten

Director, Transaction Services

Andrew specializes in tax planning and strategies for individuals and small to mid-size businesses. Andrew also specializes in valuation and business modeling. Before joining Patten and Company, Andrew spent 10 years in the Oil Trading Industry in Houston. Andrew is currently pursuing a Masters in Science of Accounting from Southern Methodist University. He has a BBA in Accounting from the Texas Christian University.

Phone:214-750-3008
Email:[email protected]

Charissa Aguilar

Tax Processor

Charissa Aguilar

Tax Processor

Charissa specializes in federal and state tax processing and has over 5 years of administrative tax experience.

Phone:214-750-3009
Email:[email protected]

Career Opportunities

Interested in joining our team? Check out our careers page.

CAREERS

Who We Are

We’re more than just words. We’re a culture. We're a team.

Mark Patten

Daniel L. Lyke

Michael Carpenter

Chelsea Ngo

Lezlie Pearson

Gabriella Morales

Charissa Aguilar

Andrew Patten

Charissa Aguilar

Career Opportunities

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