Military Tax Preparation & Planning
We proudly salute our active-duty service members and veterans. Located in San Diego, home to major naval and marine bases, our firm provides specialized tax preparation and proactive financial planning for military personnel and their families.
From navigating combat pay exclusions and BAH/BAS tax exemptions to applying Servicemembers Civil Relief Act (SCRA) state residency rules, transition planning, and veteran business start-up advisory, San Diego Tax Professionals provides complete tax and accounting support tailored to your military career.
Military Tax & Accounting Expertise
From active duty deployments and multi-state PCS moves to veteran business ownership and estate planning, we deliver specialized financial solutions for military families.
Individual Military Tax Preparation
Filing Form 1040 for service members, ensuring non-taxable allowances like BAH and BAS are properly excluded while claiming combat zone tax benefits.
Out-of-State & PCS Filings
Navigating multi-state filing obligations resulting from Permanent Change of Station (PCS) moves, active deployments, or out-of-state duty assignments.
SCRA & MSRRA Residency Relief
Applying the Servicemembers Civil Relief Act and Military Spouse Residency Relief Act to maintain official home-of-record state residency.
Veteran Business Start-Ups
Guiding military veterans through new entity formation, Federal EIN setup, S-Corp elections, and California business tax compliance.
Veteran Business Tax Preparation
Annual federal and California tax preparation for veteran-owned small businesses, S Corporations (Form 1120S), and Partnerships (Form 1065).
Gift & Estate Tax Returns
Preparing Form 706 and Form 709 returns for military retirees and business owners, protecting family assets and fulfilling federal filing duties.
Estate & Succession Planning
Structuring long-term wealth transfer strategies and business succession plans tailored to military retirees and business owners.
Pension & Disability Offset Planning
Navigating taxable military retirement pensions, VA disability offsets (CRDP/CRSC), and civil service transition compensation tax strategies.
Dedicated Support for Armed Forces & Veterans
Military tax law involves specialized rules, multi-state considerations, and unique statutory benefits. Based in San Diego, we provide knowledgeable, reliable tax guidance to help you reach your personal and business financial goals.
In-Depth Military Tax Knowledge
We thoroughly understand military pay structures, non-taxable allowances (BAH, BAS, CZTE), combat zone deadline extensions, and active duty deduction rules.
Multi-State PCS & Residency Expertise
Realigning state filings when moving on PCS orders, applying SCRA and MSRRA protections to ensure you and your spouse only pay state taxes where legally obligated.
Veteran Entrepreneurship Support
Helping transitioning service members set up new business entities, select tax classifications, and establish solid accounting practices for veteran-owned enterprises.
Transition & Estate Wealth Protection
Planning for taxable military pension income, properly structuring tax-free SGLI beneficiary designations, and preparing gift and estate filings for high-net-worth military families.