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Dallas CPA Firm near Preston Hollow - Accounting and Tax Services

McKinnon Patten & Associates LLC is a local Dallas, TX CPA providing businesses and individuals with accounting and tax services.

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Dallas CPA Firm near Preston Hollow - Accounting and Tax Services | mckcpas.com Reviews

https://mckcpas.com

McKinnon Patten & Associates LLC is a local Dallas, TX CPA providing businesses and individuals with accounting and tax services.

INTERNAL PAGES

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1

Succession and Shareholder CPA Services | Dallas Stock Buybacks | Valuations and Appraisals

https://www.mckcpas.com/succession-shareholder.htm

Succession and Shareholder Planning. Tax Planning and Compliance. Private Equity and Investment Partnerships. Succession and Shareholder Planning. Tax Planning and Compliance. Private Equity and Investment Partnerships. Succession and Shareholder Planning. McKinnon Patten, a Dallas CPA frim, provides advisory services to trust and estate attorneys, high-net worth individuals, family offices, trustees, tax accountants, and asset managers. Valuations for estate and gift tax purposes. C to S conversions.

2

Dallas audit services | GAAP | Assurance

https://www.mckcpas.com/audit-assurance.htm

Succession and Shareholder Planning. Tax Planning and Compliance. Private Equity and Investment Partnerships. Succession and Shareholder Planning. Tax Planning and Compliance. Private Equity and Investment Partnerships. Audits of Financial Statements. An audit provides the higher level of opinion on the assurance of the financial statements of a company. We perform audits in accordance with the standards set forth by U.S. Generally Accepted Auditing Standards (GAAS). A review doesn’t provide all th...

3

Dallas Mergers Acquisitions | Due Diligence | Certified Business Valuation

https://www.mckcpas.com/merger-acquisition.htm

Succession and Shareholder Planning. Tax Planning and Compliance. Private Equity and Investment Partnerships. Succession and Shareholder Planning. Tax Planning and Compliance. Private Equity and Investment Partnerships. Our merger and acquisition services include:. Due diligence of the business acquisition target. Evaluate your tax structure options for the most advantageous tax situation. Assess performance improvement opportunities. Assess internal controls, processes and systems. Contact Mark Patten t...

4

Income Tax Preparation | Dallas Tax CPA near Highland Park

https://www.mckcpas.com/individual-tax-planning.htm

Succession and Shareholder Planning. Tax Planning and Compliance. Private Equity and Investment Partnerships. Succession and Shareholder Planning. Tax Planning and Compliance. Private Equity and Investment Partnerships. We have both the expertise and experience to ensure that estate and gift taxes are properly considered as part of your overall tax plan, and that any estate tax returns are filed with complete accuracy. Individual tax planning services include:. Cash flow reports and budgets. Today to dis...

5

Business Tax Planning and Compliance | Dallas Tax Preparation CPA | Call McKinnon Patten!

https://www.mckcpas.com/business-tax-planning-compliance.htm

Succession and Shareholder Planning. Tax Planning and Compliance. Private Equity and Investment Partnerships. Succession and Shareholder Planning. Tax Planning and Compliance. Private Equity and Investment Partnerships. Business Tax Planning and Compliance. Our team of experienced professionals will thoroughly review your business structure and financial position and develop a fully customized tax strategy aimed at saving you money and making your business more profitable. Tax planning to minimize taxes.

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mckcpas.bizactions.com mckcpas.bizactions.com

McKinnon Patten & Associates, LLC Online Resource Library

http://mckcpas.bizactions.com/resource_library/online_tax_guide.cfm

Answers to Your Tax Questions. How Do Income Taxes Affect My Trusts? Are My Work-Related Education Expenses Deductible? How Do I Know if I m Required to Make Estimated Tax Payments? I Heard Someone Can File a Tax Return in My Name and Receive My Refund. Is This True? Can I Help Pay My Grandchild s College Tuition and Achieve My Estate Planning Goals? If I Provide Monetary Support to Relatives, Should I Give a Gift or a Loan? I Want to Donate My Used Vehicle to a Local Charity. What Records Do I Need?

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McKinnon Patten & Associates, LLC Online Resource Library

http://mckcpas.bizactions.com/resource_library/tg-estate-planning.cfm

Seize opportunities while they are available. With estate, gift and generation-skipping transfer (GST) tax exemptions at record-high levels, far fewer taxpayers need to worry about being subject to these taxes. But Congress could still pass legislation at any time making estate tax law changes — and not necessarily for the better. Transfer tax exemptions and rates. Estate, gift and GST tax rate. Less any gift tax exemption already used during life. Large estates must report fair market values. Under ...

mckcpas.bizactions.com mckcpas.bizactions.com

McKinnon Patten & Associates, LLC Online Resource Library

http://mckcpas.bizactions.com/resource_library/tg-basics.cfm

To save or defer tax, think about timing. When it comes to tax planning, nothing is simple. For example, first you need to consider your marginal tax rate — this is the regular rate you'll pay on your next dollar of "ordinary income" (salary, business income, interest and more). You also need to consider the various tax deduction and credits that could save you taxes. Before taking action to time income or expenses, you should determine whether you're already likely to be subject to the AMT — or wh...

mckcpas.bizactions.com mckcpas.bizactions.com

McKinnon Patten & Associates, LLC Online Resource Library

http://mckcpas.bizactions.com/resource_library/tg-family.cfm

Turn saving tax dollars into a family tradition. Raising children and helping them pursue their educational goals — or pursuing your own — can be highly rewarding. But it also can be expensive. So make sure that you and your family are taking advantage of the credits, deductions and other tax-saving opportunities that apply to you. Savvy, strategic tax-related decision-making can become a family tradition, if it's not already. The credit phases out for higher-income taxpayers. If you adopt, you may be ab...

mckcpas.bizactions.com mckcpas.bizactions.com

McKinnon Patten & Associates, LLC Online Resource Library

http://mckcpas.bizactions.com/resource_library/tg-real-estate.cfm

How real estate can reduce your tax obligation. To maximize the tax benefits of property ownership, homeowners, investors and real estate professionals alike need to be aware of the breaks available to them as well as the rules and limits that apply. Whether you're selling your principal residence, renting out a vacation property or maintaining a home office, tax savings are available if you plan carefully. Residence also may be deductible. Home equity debt interest deduction. This has been extended thro...

mckcpas.bizactions.com mckcpas.bizactions.com

McKinnon Patten & Associates, LLC Online Resource Library

http://mckcpas.bizactions.com/resource_library/tg-charity.cfm

Take advantage of one of the most flexible tax planning tools. To ensure your gifts do as much as possible for both your favorite charities. Your tax bill, discuss with your tax advisor which assets to give and the best ways to give them. Outright gifts of cash (which include donations made via check, credit card and payroll deduction) are the easiest. The key is to substantiate them. To be deductible, cash donations must be:. Substantiated by the charity if they're $250 or more. Charitable contribution ...

mckcpas.bizactions.com mckcpas.bizactions.com

McKinnon Patten & Associates, LLC Online Resource Library

http://mckcpas.bizactions.com/resource_library/tg-retirement.cfm

Making golden decisions about your golden years. Planning for your retirement means making a series of financial decisions that will have an impact on your golden years: Should you invest in a traditional tax-deferred plan, a Roth plan that offers tax-free distributions, or both? If you opt for a Roth plan, which of the several options available is right for you? Also, when should you start withdrawing from your retirement savings, and in what amounts? 401(k)s and other employer plans. If your employer p...

mckcpas.bizactions.com mckcpas.bizactions.com

McKinnon Patten & Associates, LLC Online Resource Library

http://mckcpas.bizactions.com/resource_library/tg-investing.cfm

No easy task: Tax planning for investments involves many considerations. When it comes to tax planning and your investments, it can be difficult to know where to start. First, tax treatment of investments varies based on a number of factors. You need to understand the potential tax consequences of buying, holding and selling a particular investment. Higher-income taxpayers also need to know when higher capital gains tax rates and the net investment income tax (NIIT) kic. Capital gains tax and timing.

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McKinnon Patten & Associates, LLC Online Resource Library

http://mckcpas.checkpointapps.com/resource_library/tg-family.cfm

Turn saving tax dollars into a family tradition. Raising children and helping them pursue their educational goals — or pursuing your own — can be highly rewarding. But it also can be expensive. So make sure that you and your family are taking advantage of the credits, deductions and other tax-saving opportunities that apply to you. Savvy, strategic tax-related decision-making can become a family tradition, if it's not already. The credit phases out for higher-income taxpayers. If you adopt, you may be ab...

mckcpas.checkpointapps.com mckcpas.checkpointapps.com

McKinnon Patten & Associates, LLC Online Resource Library

http://mckcpas.checkpointapps.com/resource_library/tg-business-executive.cfm

BUSINESS and EXECUTIVE COMPENSATION. Tackle tax planning strategies head on. Running a profitable business these days isn't easy. You have to operate efficiently, market aggressively and respond swiftly to competitive and financial challenges. But even when you do all of that, taxes may drag down your bottom line more than they should. Don't let that happen. Take steps like these — and work with your tax advisor — to make your tax bill as small as possible. Deferring income to next year. If your business...

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McKinnon Patten & Associates, LLC Online Resource Library

Answers to Your Tax Questions. I Heard Someone Can File a Tax Return in My Name and Receive My Refund. Is This True? Can I Help Pay My Grandchild s College Tuition and Achieve My Estate Planning Goals? If I Provide Monetary Support to Relatives, Should I Give a Gift or a Loan? I Want to Donate My Used Vehicle to a Local Charity. What Records Do I Need? Do I Need Professional Appraisals of My Noncash Gifts? Are Medical Expenses I Pay Still Tax Deductible? What Are the Tax Consequences of Foreclosure?

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McKinnon Patten & Associates, LLC Online Resource Library

Answers to Your Tax Questions. How will the election outcome affect future tax law changes? What is the tax impact of owning a vacation home? How does today s high estate tax exemption affect charitable giving strategies? How do income taxes affect my trusts? Are my work-related education expenses deductible? How do I know if I m required to make estimated tax payments? If I provide monetary support to relatives, should I give a gift or a loan? Do I need professional appraisals of my noncash gifts? We wo...

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Dallas CPA Firm near Preston Hollow - Accounting and Tax Services

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