How We Helped a Military Family Save $10000 with Targeted Tax Planning

Air Force service member & Active-Duty military member
$290,000 (combined income)

Meet Melvin McBean, an Air Force service member, along with his spouse, who is also an active-duty military member. With a combined income of $290K, they wanted to ensure they were taking full advantage of the unique tax benefits available to military families.

The Challenge:

  • Both spouses actively serving with limited time to navigate tax strategies
  • Wanted to reduce their overall tax burden and maximize take-home pay
  • Needed guidance on how to structure income and benefits for efficiency

Our Solution:

  • Used legal residency rules to eliminate state income taxes by claiming residency in a tax-free state
  • Took the higher standard deduction to reduce taxable income without complex itemizing
  • Claimed Child & Dependent Care Tax Credits to offset expenses while both were serving

The Outcome:

  • $10,000 in tax savings
  • Lower taxable income and increased cash flow
  • Fully optimized military-specific tax benefits

Military families often miss out on these built-in savings. With proactive planning, Melvin and his spouse were able to keep more of what they earned while continuing their service.

Subscribe to 

our Newsletter!

Stay updated with our latest news, offers and insights!
Subscribe to get exclusive updates delivered straight to your inbox.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
By clicking agree you agree to Terms of service
You’ll received the latest updates and tips. Unsubscribe anytime.