Our 2023 return is filed! Despite my initially positive assessment earlier this year, I discovered several oversights in my tax preparation right up until hitting send. Bottom line, I’m better than I used to be, but it’s abundantly clear that I need the advice of a professional before tax prep season starts. It all comes [...]
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2023 was the most complex tax year in my life; a scary proposition since I’ve struggled with accurate tax planning since leaving the Army in 2019! Upon first look, it appears I may have gotten lucky and guesstimated our 2023 tax burden fairly accurately. Currently only looking to pay about an extra $1k this April…much [...]
I just hit send on our 2022 return this week and paid over $10K in extra federal income tax! I wished I could blame the government or a foreign power on my underpayment, but I know the fault lies with me. Don’t get me wrong, I don’t love paying taxes and wouldn’t mind if taxes [...]
One of the many benefits I encountered while serving in the military was to remain blissfully ignorant about income taxes. Serving in the military presents some unique tax advantages due to the way service members are compensated. Even with additional income from real estate and mutual fund investing, over the course of my career, our [...]

