Patten and Company

Trust and Estate Tax Planning

Trust and Estate Tax Planning and Compliance Services

Patten and Company offers trust and estate tax planning and compliance services that including the following:

Other Services

Business Valuation

Our business valuation services include buy/sell agreement analysis and recommendations, Insolvency analysis and more.

Succession & Shareholder Planning

Our succession and shareholder planning services include valuations for estate and gift tax purposes, C corporation to S corporation conversions, and more.

Mergers & Acquisitions

Our mergers and acquisition services include due diligence of the acquisition target, business valuation, tax structure analysis for optimal tax treatment, and more.

Request a Consultation