Aircrew Taxes

As a former federal (civil and military) and commercial pilot, I understand cockpit and cabin crewmembers’ unique income tax filing needs.

As an Enrolled Agent and Certified Financial Planner® Practitioner, I recognize and can address your needs. I speak your language and understand your unique, ever-changing, demanding work schedule.

And best of all, you can rest assured that my office is not a “tax factory” contracting third-party overseas data entry to pump out thousands of tax returns between January and April. Each tax return is completed by me with each specific client in mind as I complete their return. My services are personal and professional. I seek clients who see me as their personal advisor.

Because I am independent and not part of a national franchise, I can offer an excellent value for a competitive fee. In addition, I have been preparing income tax returns for aircrew members since 1992.

Prior Years Unfiled Tax Returns

Life happens, and sometimes getting your taxes filed on time does not. Taking care of those unfiled tax years is not a problem. Your life is stressful enough. Let me help you address those issues and put them behind you!

Amended Tax Returns

Have you touched down at a tax office where you should have executed a missed approach to your alternate? Mistakes, miscommunications, and oversights do happen. No one is perfect. But if you have some errors that you would just as soon have someone else correct, I can help.

Rental Real Estate Tax Preparation

Because of certain aspects of your industry, owning rental real estate is not an uncommon result of changing equipment, seats, bases, or even employers. Like some of you, I have held rental real estate in more than one state simultaneously. Therefore, I know your deductions and how to report them correctly.

Small Business Tax Preparation

If you or your spouse has a small business, you have my empathy and admiration! I know it is not easy to be aware of and keep track of all deductible business expenses. Missed deductions can be costly. Having someone else prepare your self-employment or rental real estate tax return over the internet or by mail can be challenging. Complete and accurate transfer of information is critical. Business clients meet with me either in person, over the phone, or via a Zoom meeting to review their tax documents and records.

Divorce and Tax Considerations

I don’t know if the incidence of divorce is any higher in the airline industry, but I know it has taken a toll on my life. Because I have experienced divorce, both as a child of divorced parents and as an adult, I have recently taken on this additional specialty in tax preparation and Financial Consulting. Those in a pre or post-divorce situation have unique personal and financial needs and challenges. I can offer guidance and insight from experience and professional knowledge. Please see my web page on taxes and divorce.

State Residency Issues

Where you claim your state of domicile isn’t a function of where you live or what state you file an income tax return. The IRS’ definition of domicile and residence is clear. However, filing state returns may confuse someone who doesn’t understand these terms. If this has been an area of uncertainty for you, find a tax professional that can help you understand this vital concept.