Patten and Company

Estate Planning

Preserve & Protect Your Assets

Patten and Company Accounting and Financial Advisory Services

Reach your goals

A good estate plan can help you provide for the continuation of a business, distribute assets to your children or spouse, and help ensure your health care is managed the way you choose. When you work with our Dallas CPA firm, we will meet with you to discuss your goals and objectives regarding charitable giving, wealth preservation, and caring for your family.

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.

Business Valuations

We provide business valuation services to attorneys in situations involving family litigation, estate planning, buying or selling a business, family disputes, and more.

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