Tax Services

Scripps Wealth Management is a San Diego accounting firm that helps you plan for and accurately file your tax return. Firm owner, John Gergurich, employs associates who specialize in a variety of tax and accounting services to ensure that you are able to get all of your tax needs taken care of in one convenient location.

Scripps Wealth Management helps you maintain accurate financial records throughout the year in order to facilitate the tax preparation process. While some businesses and individuals try to complete their tax return without help, complex tax regulations that are constantly changing make it difficult for some people to comply with the tax code. A San Diego tax professional at Scripps can help you navigate through the complex process of staying in compliance with IRS regulations, while helping to keep tax liability minimal.

Tax preparation, business accounting, and wealth management are all financial topics that interrelate. At Scripps Wealth Management, our team can help business owners plan for tax season by evaluating their finances from the moment the money is earned until taxes are due. Proactive tax planning services help anyone -- individuals, and business owners alike -- plan for unexpected events or big purchases.

Our tax services are geared toward helping you maximize your refund while reducing fees and penalties. We strive to provide peace of mind when you employ our San Diego tax preparation firm to complete accurate tax services on your behalf.

At Scripps Wealth Management, we prides ourselves on being a specialized San Diego accounting firm that is able to show clients the big picture. Our diverse range of financial services helps you gain the right approach to tax time, by developing a tax plan unique to you. We're happy to help you keep more money in your pocket so you can make the next financial decision that will best benefit you. Because Scripps employs experienced associates, our tax preparation services can be your gateway to all-around healthier financial decisions.

John has been working in the tax and financial field for over 20 years and specializes in providing clients with solutions related to:

• Financial planning
• Tax planning and preparation
• Investment management
• Estate and insurance planning
  

John has earned several professional certifications and is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary(R), Enrolled Agent and Chartered Life Underwriter(R). John, and all members of the team at Scripps, are dedicated to providing the most complete service possible, so that you can get your tax return filed correctly the first time and work on an effective tax approach for next tax year.

Scripps Wealth Management offers extended hours during tax season to ensure that every client receives the individualized attention they deserve. Contact our San Diego tax preparation team today to schedule a consultation..