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.

Hi, I’m Phil. I'm originally from Augusta, GA (although my golf game is hopeless) and I’ve been a CPA for 15 years. I’m dedicated to helping individuals and small business owners free up cash flow through tax reduction. Having served as CFO for a small business, I realize the challenges business owners face and the opportunities that tax reduction can provide.

On the personal side, I’m an outdoor enthusiast, a proud husband, and most recently, an incredibly grateful recent dad! On the tax side, I work with high earning individual and business owners to help them save money on taxes and use tax savings to reinvest into their business, families, and future. My focus is on empowering clients to make the most of tax strategies that apply to their specific circumstances. I love saving my clients thousands in taxes every year. I get it, taxes are complicated (more complicated than they should be). But until that changes, meet with a tax advisor who can identify tax strategies that apply to your unique situation and make sure you are getting applicable deductions each year. Don’t you want to KNOW if you are overpaying in taxes every year? Let me review your taxes and find out! The discovery call is free, so there is nothing to lose.

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. Developing the plan is the first step. The second is implementation. I work closely with my clients to ensure that strategies are not only well-designed but also executed effectively, resulting in real, tangible benefits. Maybe you’re just starting out and need guidance setting up your entity. Maybe your company is growing fast and you need proactive tax planning for your business. Or maybe you’re tired of tax preparers who just plug numbers into software and call it a day—without any forward-thinking strategies to help reduce next year’s tax bill.

Let’s schedule a call to build a tailored tax plan that optimizes your taxes, elevates your wealth, and helps you keep more of what you earn.

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?