Estate Planning

We develop comprehensive estate and trust plans that allow you to determine the handling of your estate and your beneficiaries upon your death.

Tax Planning and Income Tax Preparation

We prepare federal and state returns for individuals, estates, and trusts.

Family Office

Our CPA firm offers services that support the complex financial needs of high net worth individuals and families including investment strategy, tax planning, planned giving and other administrative tasks.
Let us know how our Dallas CPA firm can help you with your family office needs. Call us today at 214-696-1922 and ask for Mark Patten to arrange a consultation.