PM Tax Strategy

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 assisting 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!

Advanced Tax Services

Phil Mullins is a CPA and MSCTA (Main Street Certified Tax Advisor). As part of the certified tax advisor network, he works with highly qualified and experienced tax professionals who have undergone a rigorous certification process. Certified tax advisors possess in-depth knowledge and expertise in various areas of taxation, including personal and business, and deliver tax strategies tailored to your needs.

Personalized Tax Guidance

Explore strategies to significantly reduce your personal tax liability

CPA Collaboration

Our office in New Orleans offers expert CPA collaboration for your business needs.

Strategic Business Planning

Steps to create or enhance your successful small business with our guidance.

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 Everything!

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.

Tax Planning and Accounting for you and your Business

Phil Mullins, CPA, delivers tailored tax solutions specializing in real estate rentals, small business, and personal tax reduction for clients in Louisiana and all 50 states.

PM Tax Strategy has one goal: Review all sources of income and expenses and implement a plan to minimize taxes paid to the IRS. Then use these tax savings to build long term wealth!

Whether you already own a business or are looking to start one, let me guide you on the essential tools needed to meet your goals. Your business provides great flexibility for tax reduction that will flow through to your personal tax return.

Phil@PMTaxStrategy.com

Cell (504) 264-3829

Working directly with a certified tax advisor in New Orleans transformed my small business. Zoom meetings made it easy to connect and improve my success!

JD Evans

★★★★★