Patten and Company

Business Tax Planning and Compliance

Our business tax planning and compliance services

Patten and Company Audit
Patten and Company Mergers and Acquisitions

Guidance for important business decisions

Our staff of qualified CPAs and accountants is prepared to assist clients with all aspects of tax planning and compliance, tax preparation, multi-state taxes, international tax and more. With our guidance you will know about tax implications before you make important business decisions.

Other Services

Valuations for Individual and Corporate Tax Planning

Our trust and estate tax planning and compliance services include tax planning, investment account reconciliation, Trust and estate income tax planning, and more

Succession and Shareholder Planning

We provide advisory services to trust and estate attorneys, high-net-worth individuals, family offices, trustees, tax accountants, and asset managers.

Transaction and Corporate Advisory Services

We leverage our team's valuation expertise to assist clients in making sound business decisions in critical transactions.

Request a Consultation