--- title: "Tax Services for Individuals" url: "https://rjpattersongroup.com/tax-services-for-individuals/" post_type: "page" date_published: "2024-02-14T02:18:42-08:00" date_modified: "2026-01-30T17:30:16-08:00" --- # Tax Services for Individuals Tax Services for Individuals Personalized Planning, Preparation and Compliance Explore Our Tax + Advisory Services Tax Services for Businesses Meet Our Tax Team Integrated Wealth & Tax Planning As a top-tier, integrated strategic tax services and wealth management practice we deliver strategic solutions to variety of individuals, families and multi-generational entities. We bring a breadth and depth of experience and proven expertise hard to match in the delivery of customized tax services and financial planning that work together to fit the needs of every client in their journey on the Ascent to Prosperity® that defines financial freedom and security. Personal Tax Preparation Income Tax Planning Income Tax Return Preparation Federal and State Audit Representation Estate Tax Return Preparation + Filing Expatriate tax preparation + FBAR filing Foreign Financial Reporting Multi-state Income Tax Preparation + Compliance Quick Tax Refunds with E-file Section 1031 Exchanges (Like-Kind) Divorce Consulting Tax Service Above and Beyond the Return Income Tax Planning Income Tax Return Preparation Amended Filings Audit Representation Financial Coaching Unfiled/Past Years Return Assistance IRS Collections Installment Agreements Offers in Compromise Penalty Abatement Problem Resolution + Defense Tax Notices Tax Research and Monitoring Integrated Wealth & Tax Planning Optimizing Efficiency and Positive Outcomes Learn more Tax Services for Businesses Managing and Minimizing Business Tax Liabilities Learn more Meet Our Tax Team The People Driving Our Passion for Performance Learn more Step into our office. Take the next step. Meet with us to begin our journey to your success. Step into our office. Take the next step. Meet with us to begin our journey to your success.