Comprehensive Consultation Challenge

Are you searching for ways to reduce your tax liability? Don’t wait until it’s too late! During this in-depth consultation, I’ll uncover actionable tax-saving strategies tailored to your unique financial situation.

By implementing these strategies before year-end, you can lower your tax bill and maximize your deductions for 2024 while planning for a financially secure 2025

What is a comprehensive consultation?

A 60 minute advisory meeting to uncover all sources of income and expenses and review your financial circumstances in order to advise you of strategies to optimize tax reduction.

Some clients do have their own financial planners that review aspects of wealth management; however, as your CPA I have my own set of items I would like to review with you as we plan for tax minimization and long-term wealth building.

Upload

After scheduling, upload your personal and business tax returns from last year so I can review them to determine which strategies will provide the greatest benefits relative to your specific circumstances

Consult

Meet with an experienced tax advisor to identify potential tax-saving strategies before year-end. We’ll review your finances, explore deductions, credits, and tax strategies that could help reduce your tax burden in April

Connect

Send an email to Phil@PMTaxstrategy.com or book an introductory call directly to gather your information and schedule your comprehensive consultation

How it Works

Relax

Risk-Free Consultation: If I can’t find tax-saving opportunities worth more than the consultation fee, I’ll refund your money—guaranteed.

woman wearing yellow long-sleeved dress under white clouds and blue sky during daytime

The consultation was awesome! There are so many ways to save in taxes that I had no idea about....Just wish I would have learned this years ago.

Peter Samford

Wow, Phil was great. Actually got me excited to review my taxes and saved me over $10,000 on just one call. Looking forward to next steps and further planning for next year

Liz Carter