Optimize your taxes, elevate your wealth

Empowering individuals and businesses to reduce tax liability and optimize cash flow

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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.

The scene includes a dimly lit workspace with a focus on tax-related documents, a pen, and a mug. The documents are prominently featured on the table, indicating a financial or tax preparation setting.
The scene includes a dimly lit workspace with a focus on tax-related documents, a pen, and a mug. The documents are prominently featured on the table, indicating a financial or tax preparation setting.
Your Trusted Tax Advisors
Strategies for Tax Savings
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Interested but not sure it's for you? Find out now!

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

Averaging $20K+ of Annual Tax Savings

Expert advice to minimize tax liabilities and maximize your business investments for future growth.

Personal Tax Planning

Tailored strategies to help individuals effectively manage and reduce their personal tax obligations.

-Individual Tax Planning and Reduction

-Advanced Real Estate tax strategies

-Retirement Planning

A tax form labeled Form 1120 sits on a wooden table. A black pen rests on the form, and a gray zippered pouch is partially visible beside it.
A tax form labeled Form 1120 sits on a wooden table. A black pen rests on the form, and a gray zippered pouch is partially visible beside it.
Business Tax Solutions

Comprehensive services designed to optimize tax efficiency for business owners and enhance profitability.

-Entity Selection and Formation

-Comprehensive Accounting and Financial Statements

-Payroll and 1099 Compliance

-Tax Preparation and Advisory

Act now for 2024 Tax Filings
Plan for 2025 Year End

I owe taxes every year and assumed that was that! Last I contacted Phil who came up with a detailed plan for my S-Corp and personal. He provided a road map and guided me through successful implementation...and this year I got a $15K refund!

James Merci, Ponte Vedra FL

★★★★★

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A set of tax forms and documents is placed neatly on a dark surface. There is a black coffee mug to the right of the documents, and a pen is resting on a folder. The scene suggests a workspace setting.
A set of tax forms and documents is placed neatly on a dark surface. There is a black coffee mug to the right of the documents, and a pen is resting on a folder. The scene suggests a workspace setting.

Contact us today to discuss how we can help reduce your tax liability and boost cash flow

Advanced tax strategies for individuals and businesses.

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info@pmtaxstrategy.com

+(504) 264-3289

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