Patten and Company

All Attorney Services

Our Services

Estate and Trust

We work with estate and trust attorneys to develop comprehensive estate and trust plans that address business continuation, wealth planning and strategies for minimizing estate taxes for your clients.

Business Valuations

We have experience preparing in-depth reports for family disputes, divorce, estate planning, buying or selling a business, and more.

Litigation Support

Our Dallas CPA firm can review documents, prepare analyses and provide expert witness testimony related to estate and trust matters, fiduciary accounting, lost profits, business valuation and more.

Dispute Resolution

As CPAs and consultants, we have been often been asked to assist attorneys in their efforts to resolve family disputes, address questions and concerns about trust or estate management or participate in arbitration or mediation.

Other Services

All Individual Services

We offer a wide range of estate planning, accounting, tax, and fiduciary services to individuals and families.

All Attorney Services

We work with many attorneys to provide guidance that compliments the work that you're doing on behalf of your client.

Estate Planning

We help build a comprehensive estate plan that matches your priorities and preserves and protects your assets in the event that you are incapacitated or die.

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