Optimize your taxes, elevate your wealth

CPA, MSCTA

Certified Tax Advisor

Phil Mullins is a CPA and MSCTA (Main Street Certified Tax Advisor). As part of the certified tax advisor network, he works with highly qualified and experienced tax professionals who have undergone a rigorous certification process.

Certified tax advisors possess in-depth knowledge and expertise in various areas of taxation, including personal and business, and deliver tax strategies tailored to your needs.

MSCTA Program

A Main Street Certified Tax Advisor (MSCTA) is a professional who assists business owners and investors apply practical and effective tax strategies. They specialize in:

• Wealth Building: Helping clients increase their financial assets through smart tax planning.

• Asset Protection: Ensuring that clients’ assets are safeguarded against potential liabilities.

• Estate and Legacy Planning: Assisting in the planning of one’s estate to secure a financial legacy for future generations.

Rigorous ongoing tax training with advanced tax professionals across the country. We meet twice weekly to explore emerging strategies and vet tax reduction plans that result in substantial savings for our clients.

How will tax planning benefit you? For business owners, current year tax savings provide opportunities for adding employees, purchasing additional assets, or enhancing your marketing efforts. For individuals, tax planning will provide additional cash flow and capital for investment opportunities and a secure retirement.

Advanced tax strategies include self-directed 401(k)s, Roth 401(k)s, S-Corporation elections, 'backdoor' Roth contributions, cost segregation studies, PTE elections, 1031 exchanges, capital gains strategies, and more.

Hi, I’m Phil, your favorite CPA from the Big Easy! Let's make your taxes and accounting easy! Three things I love: football, my wife and son coming in August, and, most importantly, saving clients money on their taxes! My journey began at a Big 4 accounting firm, where I honed my skills before transitioning to serve as the CFO of a local insurance company and launching my own firm, PM Tax Pros. With a wealth of experience across the financial services industry, particularly in banking and insurance, I’m dedicated to helping small business owners free up operational capital and cash flow through tax reduction.

I personally operate both short-term and long-term rentals, and I’m excited to share the tax strategies that real estate can provide. Short term rentals can be challenging but can also offer exceptional returns and unique tax reduction strategies! My focus is on empowering clients to make the most of these strategies.

What can I do for you? My mission is to deliver maximum tax savings through detailed planning and analysis that examines all sources of income and expenses. After thorough review and sometimes uncomfortable but necessary dialogue, I am confident that I can develop a personalized plan that maximizes your savings.

Advanced Tax Solutions

At PM Tax Strategy, we specialize in helping individuals and business owners minimize tax liabilities. Our expert guidance ensures you that put those savings back into your pocket or reinvest into your business.

Our mission is to provide tailored tax strategies that align with your goals and guide you through successful implementation to realize real tax savings and propel your business towards achieving its full potential.

Maximize Your Savings

Typically, three key areas provide significant tax savings:

1. Entity selection and structure: For business owners, planning for tax liability between your company and personal taxes can result in substantial tax reduction when optimized

2. Accurate financials: ensure your books are accurate for tax planning and that all "bookkeeping" items are captured each year so that all potential deductions are captured

3. Proactive planning: review advanced tax strategies to see which apply to your specific circumstances. 50+ tax reduction strategies

Currently taking new client appointments on Tuesdays and Thursdays. Email info@PMTaxPros.com or give us a call at (504) 264-3289.

The biggest expense of your life will be taxes! Why not meet with a professional to minimize your tax burden?