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
HIGH NET WORTH
Wealth management can be a complex and intimidating process. Keeping and growing your wealth, lowering your taxes, and planning for your financial future are all things we can help you with.
High Net Worth Services
Our team of highly professional CPAs provide a full range of services, including income tax planning, tax return preparation, and individualized estate planning strategies, to high net worth individuals, such as corporate executives, entrepreneurs, and owners of closely held businesses. Some of our high net worth service offerings include:
- Federal and state income tax preparation and planning
- Periodic income tax projections and estimates
- Taxing authority audit and examination representation
- Divorce tax planning
- Household employee tax reporting
- Estate and trust tax planning
- Ad-hoc analysis and reporting
- Analysis and recommendations for issues related to interests in closely held businesses
WHY HIGH NET WORTH ACCOUNTANTS MATTER FOR YOUR FINANCIAL LEGACY
Your wealth isn’t just about numbers. It’s about the legacy you’re building, the opportunities you’re creating, and the future you’re securing. As experienced CPAs for high net worth individuals, we understand that your financial situation requires more than standard tax solutions.
Every investment decision, business move, and charitable contribution has tax implications that can either preserve or diminish your wealth. We’ve seen how seemingly minor oversights in tax strategy can lead to significant losses for wealthy individuals. That’s why we approach your finances with the same care and attention we would our own.
Our team doesn’t just prepare your taxes; we proactively identify opportunities to protect and grow your wealth throughout the year. From complex investment structures to multi-state tax obligations, we handle the challenges of high net worth tax preparation giving you peace of mind.
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 provide 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
When choosing accounting services for high net worth individuals, experience and expertise matter. At Patten & Company, we’ve built our reputation on delivering personalized tax strategies that protect and grow your wealth.
Here are just some of the many benefits:
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Strategic Tax Defense
Proactive tax planning that identifies opportunities other CPAs might miss, potentially saving you thousands in unnecessary tax payments. -
Dedicated High Net Worth Team
Direct access to senior CPAs who understand the unique challenges of wealth preservation and growth. -
Year-Round Wealth Protection
Beyond high net worth tax preparation, we provide continuous monitoring and adjustments to your tax strategy as markets and regulations change. -
Comprehensive Risk Management
Our expertise in complex financial structures helps shield your assets while maintaining full compliance.
Request a Consultation
We use advanced tax planning strategies, including investment structuring, timing of transactions, and strategic use of tax-advantaged vehicles.
Our experienced team provides full audit representation, handling all communications with tax authorities while protecting your interests throughout the process.
Yes, we collaborate seamlessly with your existing financial team, including wealth managers, attorneys, and investment advisors.
Our team undergoes continuous education and maintains memberships in professional organizations specifically focused on high net worth tax preparation.
Yes, we provide comprehensive succession planning services that minimize tax impact while ensuring smooth transition of business interests.
We develop comprehensive strategies that minimize estate tax exposure while maximizing wealth preservation across generations through strategic gifting and trust structures.
Absolutely. We regularly collaborate with legal teams to ensure your tax strategy aligns perfectly with your estate planning objectives.
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