Military Tax Preparation
Expert Tax Services for Service Members & Veterans
Tax Preparation for Those Who Serve
Military members face unique tax challenges that civilian tax preparers often miss. Your annual filing shouldn't be one of them.
As an Air Force veteran, I understand firsthand the complexities of military tax situations. I specialize in Combat Zone Tax Exclusion (CZTE), multi-state residency issues, PCS moves, and ensuring you maximize every benefit you've earned.
What's Included
- Combat Zone Tax Exclusion (CZTE) - Properly exclude combat pay and maximize your refund
- PCS Move Deductions - Navigate the tax implications of permanent change of station moves
- State Residency Planning - Optimize your state tax situation, especially for dual military couples
- Military Retirement - Properly report TSP distributions, pension income, and survivor benefits
- Reserve & Guard - Handle drill pay, AT/ADT, and travel deductions
Common Military Tax Issues I Handle
CZTE Filing
Combat zone pay is tax-free, but many tax preparers don't know how to properly exclude it or maximize related benefits like the Additional Child Tax Credit.
Multi-State Returns
PCS moves can create filing requirements in multiple states. I'll help you maintain your home of record and avoid unnecessary state taxes.
BAH & BAS
These allowances are tax-free, but need to be properly documented to avoid IRS questions about unreported income.
TSP Contributions
Traditional vs Roth TSP, contribution limits in combat zones, and withdrawal strategies all require specialized knowledge.
Why Choose a Veteran Tax Preparer?
I've lived the military lifestyle. I understand:
- The stress of deployments and TDYs
- The complexity of LES statements and W-2s with multiple boxes filled
- The importance of getting every dollar you've earned
- The unique financial challenges military families face
My Background
Air Force Veteran
ChFC® (Chartered Financial Consultant) - Advanced financial planning education
MQFP® (Military Qualified Financial Planner) - Specialized certification for military financial planning