Advanced Tax Reduction Strategies for Your Success

Tax Advisory and Accounting for you and your Business

Our team of CPAs deliver tailored tax solutions specializing in real estate rentals, small business, and personal tax reduction for clients in Louisiana and all 50 states.

Providing a full suite of accounting, tax, and business consulting services, we’re dedicated to more than just managing your books. Our expertise empowers you to gain deeper insights into your business and uncover opportunities for growth. By asking the right questions, we identify potential savings and develop tailored strategies to optimize both your operations and tax planning.

Our proactive approach reviews all sources of income and expenses and implements a plan to minimize taxes paid to the IRS. We then use these tax savings to build long term wealth!

Currently taking new client appointments on Tuesdays and Thursdays

Services and Specialties

Comprehensive Accounting

Offering bookkeeping, QuickBooks support, payroll, and 401K services tailored to your business needs. We'll design and implement an accounting system customized to your organization.

Retirement Planning

Strategic retirement planning to secure your financial future and maximize your savings potential. Explore self-directing your 401K for investments outside of the stock market including cryptocurrency, real estate, and alternative investments

Fractional CFO

Ensure your financial reporting is timely, accurate, and in compliance with accounting standards. We can take the weight of financial reporting off your shoulders, enabling you to focus on your core business while ensuring your reporting needs are professionally managed

New Business Services

Real Estate offers significant tax advantages. I personally operate both long term and short term rentals and I'm excited to share how real estate can provide for tax savings and long term wealth. I can also guide you on Airbnb optimization and help you avoid common STR pitfalls

Real Estate Tax Strategies

Individual and Business Tax Reduction

Many growing businesses could greatly benefit from the strategic oversight and expertise of a CFO but may not require a full-time hire. Our Virtual CFO services offer you access to a dedicated team of remote accounting, tax, and financial professionals. We collaborate with you to analyze financial performance, identify key performance indicators, set actionable business goals, and drive the results you aim to achieve.

Business owners and individuals turn to us for effective strategies to minimize their tax burden, prepare for future tax changes, and reduce the risk of audits. Strategic tax planning is essential for successfully lowering your tax liability.

Financial Statement Reporting

Startup services and planning for your business: Get your business off to the right start by ensuring that your entity is set up correctly with tax planning to fit your company. Including original SOS filings, EIN registration, accounting setup, etc.

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. Let us assess your tax situation to identify the most effective strategies and work with you to implement

Financial Analysis

As your business grows, our financial analysis, customized reporting, and KPI monitoring provide the business intelligence you need to make informed decisions, track performance, and drive growth. We also assist with budgeting and forecasting to help you monitor performance, predict cash flows, and prepare for both planned and unexpected opportunities

Payroll and 1099 Compliance

With the risk of IRS scrutiny and hefty penalties for non-compliance, staying on top of 1099 filing requirements is essential for businesses. Identifying who requires a 1099 and gathering the correct information to issue them can be burdensome. We stay informed about regulatory changes, helping your team reduce compliance risks while streamlining the filing process

PM's expertise in tax strategies significantly reduced my taxes. Highly recommend his services for real estate. I knew rental properties provided tax benefits, but he taught me how to take advantage.

John Espisito

My company's books were a complete mess. Not only did PM Tax Strategy do a full clean-up but also identified many "bookkeeping" items that resulted in real tax savings. Truly a lifesaver!

Emily Smith

★★★★★

★★★★★

Get In Touch

Reach out for tax strategies, comprehensive accounting and bookkeeping, and financial planning tailored to your needs.

If you are successful, the biggest expense of your life will be taxes!

Why not meet with a professional to minimize your tax burden?

"Taxes are like a big game of chess with the IRS, allow me to strategize your moves to come out ahead!" It's not magic, just detailed planning