Tax filing is free for active duty, full stop. Everything after that is guidance people normally pay for, delivered in person by a team that works only with the military and federal community.
Free federal and state preparation and e-filing for active-duty service members, through Armed Forces Tax Service. We handle combat-zone exclusions, PCS moves, multi-state returns and deployment filing extensions.
A plain-English review of everything you are entitled to. We map your TSP, Blended Retirement System election, SGLI and, for federal staff, FEHB and FEGLI, so you can see the whole picture and the gaps in it.
Pension maximization, TSP and IRA strategy, and the financial side of the move to civilian life. Whether retirement is two years out or twenty, we build the plan around your actual service and where you are headed next.
Spouse and family insurance and survivor-benefit guidance, matched to your real coverage needs. We start from what your family would actually need, then show you how existing benefits and any gaps line up.
What your VA entitlement really means, what it costs, and how to use it well. We do not originate the loan; we make sure you understand it before you sit down with a lender, so the decision is yours and it is informed.
CSRS and FERS retirement, FEHB, FEGLI and TSP, with the same specialist attention we give the military side.
Seventeen offices across eighteen states. Most are a short drive from the gate.
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