- Veteran-owned
- IRS-registered preparer
- Every return reviewed twice
- Errors and omissions insured
Start with your situation
Pick the closest fit. Booking opens with it already selected.
- PCS & multi-state familiesResidency changes, part-year returns, and two or more state filings in one year.Book
- Military retireesDFAS 1099-R retirement income and correct treatment of VA disability.Book
- Rental property ownersSchedule E and depreciation, including homes you could not sell before a move.Book
- Small business & 1099Schedule C, bookkeeping, and quarterly estimates.Book
- Not sure yetTell us about your situation and we will point you the right way.Book
How it works
- 01
Tell us about your return
A few quick questions about your situation, and a checklist of the documents you will need.
- 02
Meet for a 15-minute consultation
We discuss your situation on the call. An engagement letter is included for review and signature.
- 03
We prepare and file
You upload documents to a secure portal. We prepare and review your return twice.
Common questions
Read the FAQOften yes. A PCS move can create a part-year return in the state you left and another in the state you arrived, unless your state of legal residence stays the same. Active-duty servicemembers keep their state of legal residence regardless of duty station, and a military spouse can usually keep the servicemember's residence under the Military Spouses Residency Relief Act. We sort out which states you actually owe and allocate income correctly.
Enlisted members and warrant officers can exclude all military pay earned in a designated combat zone. Commissioned officers can exclude up to the highest rate of enlisted pay plus imminent-danger or hostile-fire pay. The exclusion also extends filing and payment deadlines. We read your LES statements to apply the exclusion and any deadline relief.
It depends on your return. When you get started, the questions build you a tailored checklist. For most military returns it includes W-2s, any 1099-R, your VA award letter if relevant, LES statements for combat-zone months, PCS orders, and last year's return. You upload everything through a secure portal after the consultation.
Once you have all of your forms. Employers and payers generally send W-2s and 1099s by early February, and some investment forms arrive later. To file by the April deadline, we ask for your complete documents about three weeks before it. Filing early with a missing form often means an amended return later.