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← Back to Top 91 Bookkeepers in the Dallas-Fort Worth Area, TX (2026)Patten and Company
Evidence Score 60/100 at 86% evidence coverage 13 of 91 on the Dallas-Fort Worth area list How the score works
What we could verify
- Registered business?
- Registration found: Texas Comptroller, status Active franchise taxpayer, formed 2013
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
Who they say they serve: real estate, healthcare, manufacturing, agriculture (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 2 of 5 core services; IRS preparer record found for a named person; registered entity verified.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Patten and Company | home page Nov 4, 2026 | |
| Website | https://ptcpas.com/ | home page | |
| Office locality | Dallas, TX | home page | |
| Phone | +12146961922 | home page | |
| Offers bookkeeping | Documented: ...effectively manage their financial responsibilities.Whether you require routine bookkeeping or strategic tax planning, our dedicated team is equipped to support your financial... | /what-we-do | |
| Monthly bookkeeping | Documented: ...CPAs help you claim every benefit. How often should farmers update their books? Monthly bookkeeping helps track seasonal changes and cash flow. Our farm accounting team can handle... | /who-we-serve/agriculture-and-farming Oct 7, 2026 | 8 pts (max 8) |
| Month-end close + reporting | Documented: ...and more. Learn More Accounting Accounting Bookkeeping, account reconciliation, financial statement preparation - GAAP and tax basis, Adjusting journal entries, and more. Learn... | /what-we-do | 6 pts (max 6) |
| Industries served (documented) | real estate, healthcare, manufacturing, agriculture | /what-we-do | 5 pts (max 5) |
| Software supported | QuickBooks | /who-we-serve/agriculture-and-farming Oct 7, 2026 | 5 pts (max 5) |
| Local / remote model stated | Local | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Mark Patten · CPA (self-reported to the IRS, not a state license) · business name on the record: Patten and Company LLC | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| What is included / excluded | Documented: ...in agriculture, we give farmers the help they need. Our agriculture accounting services include: Farm business setup Tax savings Tax audit help Farm sales planning Family farm... | /who-we-serve/agriculture-and-farming Nov 4, 2026 | 5 pts (max 5) |
| Onboarding described | Documented: ...designed to support you through different stages and decisions. CONTACT US Our Process Free Consultation Start with a conversation about your financial situation, priorities... | home page | 4 pts (max 4) |
| Named contact / team | Mark Patten, CPA | /who-we-are | 3 pts (max 3) |
| Entity found in the state business registry | Business registration found: PATTEN AND COMPANY LLC · SOS file 0801898421 · Texas Comptroller · Active franchise taxpayer | State business registry Third-party Sep 26, 2026 | 6 pts (max 6) |
| Operating 1+ year (registry formation date) | Formed 2013-12-12 (SOS charter date as recorded by the Texas Comptroller) | State business registry Third-party Sep 26, 2026 | 5 pts (max 5) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Nov 11, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy Policy | /privacy-policy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Catch-up / cleanup (0 pts, max 5); AP / AR (0 pts, max 4); Payroll coordination (0 pts, max 4); Pricing approach published (0 pts, max 6); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6).
Check it yourself on the state's own records: Texas State Board of Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Mark Patten under the business name 'Patten and Company LLC' in Dallas, TX. The record lists: CPA. It is one individual's IRS preparer record, not a firm license or a directory listing. Its CPA entry is self-reported to the IRS and is not a state CPA license. It does not prove service quality.
- Entity found in the state business registry: Business registration found: Texas Comptroller of Public Accounts, active franchise taxpayer data (data.texas.gov 9cir-efmm) lists PATTEN AND COMPANY LLC (SOS file 0801898421), status Active franchise taxpayer, checked 2026-09-26. It confirms a registered entity, not a license to practice accountancy.
- Operating 1+ year (registry formation date): The registry records 2013-12-12 as the SOS charter date as recorded by the Texas Comptroller.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 20 of 24 evidenced items come from Patten and Company's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
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