Personal Tax Planning
Tax Planning and Compliance Services
Personal tax planning tailored to your life, income, and goals
Personal tax planning is more than preparing a return once a year. At Wegner CPAs, we work proactively with individuals and families to understand their financial situation, identify opportunities to manage tax liability, and adjust strategies as life changes.
Our approach connects tax planning with your broader financial picture, helping you make informed decisions and avoid surprises as your income, investments, and priorities evolve.
What Personal Tax Planning Is
Personal tax planning looks beyond annual filing requirements to consider how income, investments, retirement planning, and major life events affect your overall tax picture. Rather than waiting until tax season, we evaluate opportunities throughout the year so you can plan ahead, respond to change, and make decisions with greater clarity.
This proactive approach allows you to understand the tax impact of financial decisions before they’re made, not after.
Resources to support filing and compliance
For additional guidance, our Tax Hub provides tax-season resources, reminders, and practical information related to filing and compliance. These resources are designed to support individuals as they prepare for annual deadlines or respond to common tax notices.
Resources
How We Help
Our personal tax planning services are designed to support both planning and compliance.
- We review income sources, investments, and retirement plans to identify opportunities for tax efficiency.
- We help evaluate timing of income and deductions, when appropriate.
- We consider life changes such as retirement, home purchases, business ownership, or changes in family circumstances.
- We prepare and file required tax returns and help you understand how planning decisions affect annual compliance.
Personal Tax Planning Services
Personal tax planning may also include support in the following areas:
Retirement Planning
Tax considerations related to retirement income, contributions, and distributions, helping you plan for transitions and long-term financial stability.
Estate and Trust Planning
Tax planning related to estates and trusts, focused on preserving assets, planning for transfers, and understanding long-term tax implications.
Personal Financial Planning
Tax-aware guidance that considers income, investments, and financial decisions as part of an integrated planning approach.
Why Wegner CPAs?
A personalized approach
We take the time to understand your financial situation and tailor tax planning to your goals and circumstances.
Experience across life stages
Our team works with individuals and families at many stages of life, helping them navigate changes that affect their tax picture.
Clear, practical guidance
We focus on explaining tax considerations in a straightforward way so you can make decisions with confidence.
Support beyond filing season
Our relationship doesn’t end when returns are filed. We’re available throughout the year as questions or changes arise.
Talk to an Expert
Get in touch
View All Services
Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.
Find Out More
Insights
We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.
Learn more
Talk to an Expert
Get in touch
View All Services
Going far beyond the standard accounting and tax services, our CPAs specialize in several industry areas and are in tune with the opportunities and challenges faced by each.
Find Out More
Insights
We are committed to providing you with the tools you need to make sound decisions every day. Check out our extensive mix of educational resources, and please contact us should you need any help finding the answers to your questions.
Learn more