Curtis P. Patalano, a CPA since 1995 and licensed attorney since 2005, offers specialized services including tax preparation, accounting, legal advisory for estate planning, probate, and small business management.
Serving the Franklin community since 1980, Curtis provides personalized service with expertise in both accounting and legal fields.
Dual CPA and Attorney Credentials
Over 45 Years of Experience
Community Involvement in Franklin
Comprehensive Tax and Legal Services
Services
Tax Preparation
Comprehensive and professional tax preparation services tailored to individuals and small businesses.
Thorough advice on legal matters related to estate planning, probate, and small business management.
Estate PlanningProbate ServicesCorporate LawTax Law Services
Credentials & Certifications
Juris Doctor
Master’s Degree in Taxation
Certified Public Accountant (CPA)
Since 1995
Licensed Attorney
Since 2005
Frequently Asked Questions
Do I Really Need a Will? +
Every eligible adult should have a will or another means to control the distribution of their assets, regardless of marital status or minor children. A will ensures that any property not named in a trust passes according to the individual's wishes.
Who Will Care for My Children in My Absence? +
A will allows parents to express their wishes for guardianship and asset distribution for minor children, ensuring that the children's financial needs are met according to the parent's intentions.
How Do I Sign Documents in a Fiduciary Capacity? +
An Executor signs as ‘John W. Smith, Executor of the Estate of Mary J. Doe, Deceased,’ and a Trustee signs as ‘Pamela G. Smith, Trustee.’
How Do I Sign Documents as a Power of Attorney? +
An agent can sign as ‘Mary T. Jones, by Michael R. Jones under Power of Attorney,’ or ‘Michael R. Jones, Attorney-in-Fact for Mary T. Jones.’
