PA
Patten and Company LLC
Strategic financial advisors empowering business growth with clarity and confidence.
4.8(5 reviews)
accountant
$$$
Strategic financial advisors empowering business growth with clarity and confidence.
Patten and Company LLC is a premier accounting and consulting firm based in Dallas, TX, dedicated to providing expert financial guidance for businesses and investors. With a focus on strategic tax planning, compliance, and profitability enhancement, our team of experienced CPAs serves as trusted advisors to help clients navigate complex financial landscapes. We specialize in real estate, multifamily investments, and various industries, offering responsive, professional service to reduce stress and drive growth. Our commitment to quality work and clear communication ensures clients can make smarter decisions with confidence.
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Comprehensive federal and state tax filing services with strategic planning to optimize deductions and compliance.
Expert guidance on cash flow management, profitability improvement, and investment strategies tailored to your industry.
Specialized services for multifamily and commercial real estate investors, including asset management and tax advice.
Ongoing financial advice and responsive communication to help clients make informed decisions throughout the year.
Ensuring adherence to regulatory requirements with thorough, error-free accounting and reporting.
Edit to add: Since my original post, the company has responded and resolved my billing issues. Poor communication. We have moved on to another CPA but still dealing with this company over a balance that I cannot get explanations for. They can only tell me the date for the charge but the only communication we had from the date was one email response that does not constitute hundreds in fees (basically she copy and pasted the first result that came up in google which we could/did find ourselves before seeking expert advice). The CPA we were working with has left their company so they do not have the breakdown but yet they expect payment. Cannot get them to respond with an explanation.
I'm the Asset Manager and Managing Partner for a number of Apartment Communities in north Texas. I am very grateful to have found and transferred my business tax return business to Patten and Company which has reduced my stress to zero as they are competent and timely with their work. Specifically I really appreciate the following: 1. Exceptional Quality Work (Chelsea Ngo) – We transitioned our accounting services to Patten & Co. from a long-standing, reputable firm after experiencing repeated significant errors over the last few years of a 10+ year relationship. Since working with Chelsea Ngo at Patten & Co., we’ve had zero errors. 2. Responsive and Clear Communication (Chelsea Ngo) – Chelsea consistently provides fast, clear communication by email and phone whenever needed, making collaboration efficient and easy.
Working with Patten & Company has been one of the best decisions I’ve made for my business. From the start, they took the time to understand my goals and the unique challenges of my industry. Their strategic financial guidance and deep knowledge of tax planning have not only helped me stay compliant but have also directly contributed to the growth and profitability of my business. Thanks to their expertise, I’ve been able to make smarter decisions, improve cash flow, and reinvest with confidence. Patten & Company aren't just accountants—they’re trusted advisors, and an integral part of my team. I highly recommend them to any business owner looking to grow with clarity and confidence.
As a Multifamily Asset Manager and Partner in multiple properties (100+ units) in the Dallas-Fort Worth area, I've worked with many CPA firms over my 20+ years as a full-time real estate investor. Without a doubt, Chelsea Ngo at Patten and Company, LLC, stands out as first-rate in both knowledge and professionalism. Her expertise has consistently exceeded my expectations, and I’ve confidently referred high-level professionals to her, including a former CEO of a Fortune 500 company—who was equally impressed. If you're looking for top-notch accounting services, Chelsea gets my highest recommendation!
We have been very pleased in working with Mark, Chelsea and their team for a number of years with our tax work, including state and federal filings and also tax advice during the year. Their team is very responsive, professional and thorough and they have deep experience in all types of tax and investment categories. They take great care of us and we sleep soundly regarding our taxes and I think that's a pretty good compliment! Paul Grimme
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