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McKinnon Patten

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Dallas, United States

mckcpas.com
Certified public accountant· Accountant· Tax preparation service· Financial Services· Business management consultant

McKinnon Patten Reviews | Rating 4.4 out of 5 stars (5 reviews)

McKinnon Patten is located in Dallas, United States on 10000 N Central Expy Suite 290. McKinnon Patten is rated 4.4 out of 5 in the category certified public accountant in United States. McKinnon Patten is a Certified Public Accounting and fee-only Wealth Management firm dedicated to helping financially established individuals, families, and businesses navigate complex tax regulations and develop comprehensive wealth management solutions. McKinnon Patten offers a comprehensive suite of services, including tax, accounting, business valuation, financial planning, investment management, retirement planning, and trust and estate tax planning. McKinnon Patten & Associates, LLC, and McKinnon Patten Wealth Advisors, LLC are affiliates who operate in a collaborative team environment under the enterprise name of McKinnon Patten. We believe that clients are best served when all facets of tax, accounting, and finance are viewed holistically. While clients are not required to use both firms, many value the simplicity of working with a single enterprise to integrate tax and wealth management for a cohesive and comprehensive solution. McKinnon Patten & Associates, LLC is a Certified Public Accounting Firm. McKinnon Patten Wealth Advisors, LLC is a Registered Investment Advisor with the State of Texas.

Address

10000 N Central Expy Suite 290

Phone

+1 2146961922

Company size

11-50 employees

Headquarters

Dallas, TX

Founded

1969

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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J

Jeff Weinstein

Have to agree with Sew's review. Poor communication, ridiculous fees and when you ask a question seeking help this is the type of communication you receive. \See my prior note.\ (The prior note said Not our problem). Mark Patten, CPA If you want to pay a bunch of money, have people be non-responsive (Mandy) and most certainly overpay on your taxes, this is your group.

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Mario Tarradell

I'd call them personable. Personable may not be the word that immediately comes to mind when thinking of certified public accountants and wealth management professionals. But Mark Patten and his skilled team are approachable, conversational, knowledgeable, and always very helpful. They bring the intricate world of tax planning, wealth management and investment portfolios to the fingertips of hard working, forward thinking clients with an eye toward the future. This is one-on-one service that provides clarity and efficiency. Mark has a knack for getting to the root of the strategy, and he makes it work for you. He came highly recommended, and I in turn recommend him without hesitation.

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Sew Dallas

This CPA firm is unconscionable. I own a great small business in Plano and was charged over 2500 just to file personal taxes, had horrible communication with Mandy, to the point where I was terminated by the firm for asking for another meeting after having to cancel because my dog had to be put down the day of our original meeting. I would NEVER suggest any other business use this firm.

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Neil Morris

I highly recommend McKinnon Patten. Mark Patten has advised me on professional and personal financial planning for many years. His subject matter expertise, attention to detail, and ability to strike the right balance between complex business issues and tax strategies has been incredibly valuable.

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Russ Roberts

They always answer questions in a timely manner even in the middle of busy season! They got me out of a bind with the IRS (after I had used Turbo Tax) and I will continue to use them for their excellent customer service. Keep up the great work!

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