Phil Mullins

Crescent CPA LLC is a tax advisory and CFO services firm built on one principal: proactive planning beats reactive filing, every time. Most firms wait for tax season to tell you what you owe. We work with our clients throughout the year to legally minimize what you owe.

We first develop a detailed tax plan that projects tax savings by implementing our strategies, then work with our clients to implement our plan.

We work with high-earners, profitable business owners running closely held companies (1 to 3 owners) and rental property investors who want a real strategy, not just a filed return. Every relationship includes quarterly planning meetings, direct coordination with your financial advisor, attorney, and bookkeeper, and access to strategies our founder vets weekly through national tax planning programs including AICTP and MSCTA.

Founder Phil Mullins, CPA brings 15 years of experience spanning Big 4 public accounting and a decade as a CFO, with memberships in AICPA and NATP and board service including Audit Committee Chair at Gulf Coast Bank & Trust. We intentionally limit how many clients we take on so we can provide proactive planning specific to your circumstances and opportunities. If you aren't sure if you would benefit from proactive planning, let's have an open 30 minute discussion and find out! If it's not a good fit, we are happy to make a recommendation. Based in New Orleans, serving clients nationwide via Zoom. Book your free discovery call.