Patten and Company

High Net Worth


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:

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 provides comprehensive tax, accounting, and advisory services to a full range of real estate entities and investors, covering transactions from acquisition to disposition and beyond..

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