Military and Veteran Tax Return Service
We simplify the tax code so you can relax at tax time.
And with a new budgetary cash infusion and the introduction of AI processes, the IRS is fully equipped to ensure compliance on your business tax return.
With that comes the potential of facing an audit, especially with businesses that fail to file, file incorrectly, or don’t follow the rules on deductions and claims.
That’s why it’s more important than ever to:
Make sure you know which tax regulations the government is rolling out (those that benefit and cost you)
Ensure you’re accounting for tax code changes in your business financials
Keep track of and organize your receipts and documents
Make sure you’re strategizing for your tax burden
File your business tax return correctly
Brickey Tax Service LLC Speaks Your Language
PCS moves, family separation allowances, hostile fire pay… these aren’t just line items on a form to us. They’re your life.
And they each have specific tax implications that can save you money or cost you if handled wrong.
You need someone who understands why you’re filing in three different states this year, or why your spouse can’t just “get a normal job” when you move every two years. We do. Because as a veteran-owned Bay County business, we’ve been there.
The Real Cost
Missing the combat pay exclusion election? That’s money that you can’t get back.
Filing in the wrong state because you didn’t understand military spouse residency rules? That’s unnecessary state taxes.
Not tracking your eligible deductions properly? That’s giving the IRS more than you owe.
The tax code wasn’t written with military life in mind, but there are provisions specifically for service members that can make a real difference in what you keep versus what you pay.
Which is why our approach to your military or veteran tax return goes beyond just filling out forms.
We take the time to understand your total financial picture: from your base pay and allowances to any investment tax strategies that make sense for your career timeline. And if you’re charitably inclined, we’ll help you structure those giving strategies for maximum tax benefit while supporting causes you care about.
Brickey Tax Service LLC Understands:
> Military-Specific Income:
Combat pay elections, family separation allowances, imminent danger pay, and how they interact with your other income and deductions.
> State Tax Complexity:
Military spouse residency rules, which state gets to tax what income, and how to avoid getting caught in multi-state filing requirements when filing your military or veteran tax return.
> Deployment Considerations:
Extensions, deadlines, and elections that protect you while you’re focused on the mission.
> Transition Planning:
How to structure your finances whether you’re staying in for 20+ or getting out after your initial commitment.
Get the Tax Results Your Service Deserves
Ultimately, the goal of our tax preparation process is to set you up so your taxes support your long-term financial objectives. Whether that’s building wealth while you serve or positioning yourself for a successful transition.
Your service has given you unique financial opportunities and challenges. Let us help you make sure your tax situation reflects that reality.
Frequently Asked Questions
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Combat pay is generally excluded from federal income tax. But you have to make an election on your return. And including it might actually benefit you for Earned Income Tax Credit purposes. (But it depends on your specific situation.)
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Generally yes, if you maintain legal residency in your home state. But it gets complicated with spouse income, state-specific rules, and what constitutes “maintaining” residency. Getting this wrong can mean paying taxes in the wrong state.
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Moving expenses for PCS moves have specific deductibility rules that are different from civilian moves. Plus, if you’re moving mid-year, you might have income in multiple states with different tax obligations.
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Service members in combat zones get automatic extensions for filing and paying taxes. But “automatic” doesn’t mean you should ignore it. You still need to talk with a tax professional to make critical elections and decisions that can impact your return. Like the inclusion of combat pay for the Earned Income Tax Credit, for example.
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Possibly. It depends on a few things: where you lived, where you were stationed, where your spouse worked, and the specific tax laws of each state involved. Military pay might be protected, but spouse income often isn’t.
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The Military Spouse Residency Relief Act provides some protection, but it’s not automatic and doesn’t cover all situations. Proper planning can save significant money, but it requires understanding the rules.
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You can include otherwise excluded combat pay when calculating the Earned Income Tax Credit, which might increase your refund. But this move affects your entire return, so it needs to be analyzed carefully.
Contact Us
Send us an email, or give us a phone call at (850) 427-0454.
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Our Location
Based in Lynn Haven, FL
Serving clients across Bay County
Availability
Monday – Friday
9am to 5pm