Beyond Numbers

Veteran Tax Planning

Veteran Tax Planning: Navigating Financial Success Post-Service

Transitioning from military service to civilian life brings unique challenges, and at Not Just Numbers, we understand the intricacies that veterans face in tax and retirement planning. Our Veteran Tax Planning services are tailored to address the specific challenges encountered during discharge, retirement, and throughout the military journey.

Challenges with Military Tax Planning:

Veterans often experience shifts in income sources post-discharge, from military pay to civilian earnings, introducing complexities in tax planning.

Understanding the tax implications of disability benefits is crucial. Veterans may face challenges in navigating the tax treatment of these benefits.

Veterans transitioning to civilian life may need to navigate changes in retirement plans. This transition involves understanding the tax implications of various retirement account options.

Coordinating VA benefits with other retirement income sources requires strategic planning to optimize financial outcomes and minimize tax liabilities.

Deployment status can impact tax obligations. Veterans may need guidance in managing taxes during deployment and understanding the available tax benefits.

Veterans often relocate after discharge, leading to considerations of state-specific tax implications. Navigating these intricacies demands expertise.

How Our Team Helps Veterans:

Not Just Numbers takes pride in its team’s specialized knowledge in military tax planning, comprehending the nuances and intricacies of tax codes specifically relevant to veterans.

Our approach is inherently personalized, as we craft tailored tax and retirement strategies to suit each veteran’s unique financial situation, ensuring not only maximum benefits but also minimized tax liabilities. When it comes to disability benefits, NJN offers clear guidance on the tax implications, navigating veterans through complexities to optimize their financial outcomes. In the realm of retirement planning, whether transitioning plans or coordinating VA benefits, NJN provides strategic solutions aimed at optimizing retirement income while minimizing tax burdens. Additionally, we assist veterans in understanding and managing taxes during deployment and offer guidance on state-specific tax considerations post-relocation.

We stand as committed partners to veterans, offering expert guidance and customized solutions for their tax and retirement planning needs. Navigate the financial landscape with confidence, knowing NJN has your back every step of the way.


The Power of Personalized Business Solutions

We believe in the power of personalized financial solutions and the impact they can have on businesses and individuals. Our dedicated team, led by President and CEO Shelley Kasten, is committed to delivering excellence, integrity, and trust in every aspect of our work.


Your financial success starts with a simple form.

With a team of seasoned professionals led by Shelley Kasten, an Enrolled Agent with the IRS since 2017, we bring a wealth of expertise to ensure your financial records are not just maintained but optimized for informed decision-making. Trust us to turn tax season from a challenge into an opportunity for financial optimization.