Norfolk CPA Services

Tax Coordination for Military Households in Norfolk

Review the available residence election for each spouse

Virginia's current military guidance allows qualifying servicemembers and spouses to elect among the servicemember's residence or domicile, the spouse's residence or domicile, and the permanent duty station. We review eligibility and the tax year involved rather than relying only on the mailing address or a prior payroll setting. Virginia military residency election guidance.

Separate protected pay from other income

Virginia distinguishes a nonresident servicemember's protected active-duty pay from other Virginia-source income. Spouse income has its own rules: services income may be protected, while rental income generally is not, and self-employment depends on the activity. We review each income stream before concluding that no Virginia return is needed. Virginia military income and filing guidance.

Reconcile withholding with the final return position

We compare W-2 state entries, employer forms, estimated payments, and prior returns with the supported residency position. A move or employment change can leave withholding in the wrong account or insufficient for another state. The review identifies corrections to discuss with payroll and records needed for any refund claim.

How we scope the work

We start with the decision or filing you need to complete, the entities and people involved, and the deadline. After reviewing the available records, we identify missing information and propose the services and deliverables. For ongoing work, we establish a close and filing calendar so bookkeeping, tax projections, and owner reporting use consistent information.

For an audit or other assurance request, bring the lender, grant, board, or regulatory requirement. We confirm the engagement type and applicable professional requirements before accepting the work. Audit, review, and compilation engagements for Virginia entities are accepted under Virginia's CPA firm mobility rules.