PM Tax Professionals

Your Trusted Tax Advisor

Work directly with CPA and certified tax advisor in New Orleans, Louisiana, to implement tax saving strategies to significantly reduce your personal tax liability. Also serving clients nationwide via Zoom

Professional Tax Guidance

Tailored Business Solutions

Let our team guide you through essential steps to create or enhance your successful small business, ensuring compliance and maximizing your financial potential throughout the process. Whether you are in start-up mode or have a profitable company, let us ensure that your bookkeeping is clean, your entity setup is optimal, and your tax burden is minimal!

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.

A Professional for Professionals

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, paying family members, and more.

Phil Mullins, a Main Street Certified Tax Advisor (MSCTA), specializes in advanced tax planning strategies tailored for individuals, small business owners, and entrepreneurs. This prestigious certification, created by renowned tax expert Mark J. Kohler, provides advisors with innovative methods to help clients optimize their tax savings while maintaining full compliance with current tax regulations.