Are You Paying Too Much in Taxes ?
Most business owners and high-income professionals overpay the IRS—sometimes by thousands of dollars each year—simply because they don’t have the right tax strategy in place.
Does this sound familiar?
You only talk to your accountant once a year—when it’s time to file.
You’ve heard of S-Corps, cost segregation, or advanced deductions—but no one has explained how they could work for you.
You’re successful, but feel like you’re missing opportunities to save and grow your wealth.
At PM Tax, we’re here to change that.
How do we reduce your taxes?
We offer custom, hands-on tax planning and financial services designed to save you money, reduce stress, and help you build wealth—all with a personal touch you won’t find at large firms.
Do I need a tax advisor? Maybe not
Our tax strategies are designed to reduce income taxes including ordinary income (W2 and self-employed), capital gains, passive or active investment income, rental property income, earnings from K-1pass through entities including partnerships and S-Corps, etc. So the more income you report, the more income taxes you will typically be responsible for, and the more advanced strategies we can recommend. However, it’s important to understand that more advanced strategies require more time to implement and execute. If you have a specific taxable event (property sale, significant investment gains, substantial business income), we encourage you to plan ahead so you don’t end up with hefty taxes.
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It's not magic but it takes time and a thorough understanding of your current behavior (including how much you save and spend) as well as your interests and ability to take advantage of incentives in the tax code, so get ready to get personal.
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The truth is that we don’t know if we can save you money in taxes until we review your tax return and have a conversation. This is what we want to find out! And if tax planning won’t provide you with current year savings, you might not need it. Understanding when you might need it and planning ahead is half the battle and so often overlooked but we love saving our clients on taxes and we look forward to an honest conversation to ensure you have the knowledge you need and a certified tax advisor as your guide.
Why Choose
PM Tax?
At PM Tax, we aren’t your typical tax firm. Here’s why clients choose us—and stay with us:
✅ We Practice What We Preach: We’ve used these exact strategies to save thousands in our own lives.
✅ We Get Personal: We take the time to truly understand you, your business, and your goals.
✅ We’re Full Service: From entity setup to bookkeeping to ongoing advisory, everything is handled under one roof.
✅ We Deliver Measurable Savings: Our aim is to save you at least double what you pay us in fees—year after year.
Our Core Values
Integrity: Doing the right thing for every client, every time.​​
Transparency: Clear pricing. No hidden fees. No guesswork.
Collaboration: We work with you, not just for you.
Results: We measure success by how much we help you save and grow.
We’re not here to sell services. We’re here to change your financial future.
Simple Steps to Save
on Your Taxes
👉 It all starts with a single conversation
Schedule a Discovery Call
Use our online scheduler to choose a 30-minute time block that works best for you. We'll discuss your needs and explore how we can help.
Book a Comprehensive Consultation
If we’re a good fit, we’ll dive deeper into your situation and provide actionable insights. We'll diagnose your pain points for tax liability and prescribe a solution for tax reduction. Book a full consultation to get started.
Maximize Your Savings
With the guidance we provide, take the steps to implement your personal tax savings plan and start seeing the difference in your bottom line.