Personal Tax Planning
We believe effective individual tax planning begins long before tax season—it starts with a comprehensive review of your unique financial landscape. By examining every aspect of your income, investments, deductions, and life events, we model multiple filing scenarios to identify opportunities that minimize your liability and maximize your returns. Our proactive approach empowers you to make informed decisions—whether it’s timing capital gains, optimizing retirement contributions, or leveraging credits—so you’re never caught off guard by surprises come April. With clear, jargon-free guidance, we translate complex regulations into actionable strategies, giving you confidence that you’re on the best path forward. Let Scoggins CPA partner with you to turn tax planning into a powerful tool for preserving and growing your wealth.

