Personal tax returns
Federal and state returns for individuals and families, including freelancers and side gigs.
Tax preparation & planning
Clarity.Compliance.Confidence.
Friendly, straightforward tax help for individuals, families, and small business owners. Everything can be done from home, by phone or video.
- Veteran-owned
- Authorized IRS e-file Provider
- Work with me from anywhere
Services
How I can help
Whether it's your first time hiring a tax preparer or you run a growing business, you'll get clear answers and no judgment.
Small business & S-Corp returns
Tax returns for S-Corporations and other small businesses, including the K-1 forms your owners need.
Tax planning
A plan to keep more of what you earn, and quarterly payment amounts so April doesn't bring a surprise bill.
Bookkeeping
Organized books, so you always know where your business stands and tax time goes faster.
Starting or growing a business
Help choosing a business structure, deciding whether an S-Corp makes sense, and getting set up right from day one.
Budgeting & money coaching
A budget you can stick to, a plan for paying down debt and saving, and someone to help you stay on track.
Taxes on investments
Clear answers on how stocks, crypto, rental property, and retirement accounts affect your taxes.
I explain the tax side only and don't recommend specific investments.
Retirement plans for business owners
Setting up a plan, like a SEP-IRA or Solo 401(k), that saves for your future and lowers your taxes now.
Not sure what you need?
Let's talk. The first consultation is free, and you'll know the price before any work begins.
Book a free call →How it works
Three simple steps, all from home
Book a free call
Pick a time that works for you. We'll talk about what you need, and you'll know the price upfront.
Send your documents securely
You'll get a secure link to upload your W-2s, 1099s, and other forms. No printing, no driving anywhere.
Review and file
I'll prepare your return, walk you through it, and file it once you say it looks good.
For your protection, please don't email tax documents or your Social Security number. I'll send you a secure upload link instead.
About
Hi, I'm Bert Scroggins
I started Scroggins Tax and Advisory to give people the kind of tax help I'd want for myself: honest, clear, and personal. I'm a U.S. military veteran with a background in accounting, business, and analytics.
No question is too basic. My job is to make your taxes make sense, and to make sure you understand your return before it's filed.
Credentials
- B.S. in Accounting, MBA, and M.S. in Business Analytics
- U.S. military veteran
- Authorized IRS e-file Provider
What you can expect
- Plain-language answers, never jargon
- A price agreed on before any work begins
- A reply within one business day
- Secure handling of your documents
Contact
Let's talk
Book a free consultation or reach out directly. Most meetings are by phone or video, and I can meet in person in the Norfolk area when needed.
- Emailinfo@scrogginstaxadvisory.com
- Phone
- HoursBy appointment: weekday evenings and Saturdays
- Response timeEmail anytime. I'll reply within 1 business day.
- LocationNorfolk, VA