Thank You for Your Service

“I appreciate the sacrifices all military members and their families have made. Thank You for your Service, now let me do my part to ensure you pay the least amount of taxes legally possible”.
Retired pay, Veterans' benefits, Active duty pay

Active Duty Pay

With over 20 years military service, Leo's extensive tax and benefit assists Active Duty military personnel and their families receive all due benefits and avoid double taxation due to frequent relocation and confusion over states of residency. Leo has successfully filed many exemptions for veterans, active duty, and their spouses within Massachusetts and other states and U.S. territories to achieve maximum allowable tax refunds.

Veterans Benefits

With over 20 years military service, Leo's extensive experience has assisted Veterans and their families with benefits and appropriate taxation, specifically in the State of Massachusetts, where Leo has successfully filed many exemptions for veterans, active duty, and their spouses within Massachusetts and other states.

Retired Pay

Military retirement pay is taxed at the federal level but each state treats it differently. Leo can file taxes in all 50 states and his experience in the military and in helping military clients will ensure your retirement pay gets the most advantageous treatment possible.

Military and Veterans

Retired Pay, Veterans Benefits, and Active duty pay:

Leo’s 20 years of service have left him well versed in the multitude of tax choices facing active duty military, particularly state tax issues and determining residency/domicile (legal residency). The military spouse’s residency relief act (MSSRA) dramatically changed taxing options for active duty military families. Leo has successfully filed many spousal residency exemptions with the state of Massachusetts.