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:
- Trust and estate income tax return preparation
- Related beneficiary income tax return preparation
- Trust and estate income tax planning
- Cash flow and budget preparation and reporting
- Bank and investment account reconciliation
- Tax basis investment bookkeeping and accounting
- Gift tax return preparation
- IRS audit representation
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.