Patten and Company

Individual Tax Planning


Patten and Company Serving Entrepreneurial Businesses

Guidance for 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.

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