Real Tax Savings in Action
Five years ago, I bought a short-term rental property and did a cost segregation study.
The result?
✅ A $100,000 paper loss
✅ A $50,000 tax refund that I would have otherwise handed over to the IRS.
I’ve seen firsthand how strategic planning changes lives. For me, a significant swing from owing taxes to receiving a refund of my W-2 withholds was huge! Today, I help my clients—just like you—do the same.
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 Strategy, we’re here to change that.
How We Help You Keep More of What You Earn
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.
Why Choose
PM Tax Strategy?
At PM Tax Strategy, 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.