I'm Phil. I've been a CPA for 15 years and tax savings get me excited. At PM Tax, our mission is to help individuals, business owners, real estate investors, and self-employed professionals maximize their tax savings, protect their income, and build long-term financial security. PM Tax is a one stop shop for accounting and taxes. We don't just provide you with tax reduction strategies, we guide you through implementation so real savings show up where it matters the most...on your tax return.
Have you ever worried that you are overpaying taxes? I have too. That's why I spend countless hours attending tax seminars, consulting with other tax professionals, and reviewing tax publications to ensure we leave no stone unturned when it comes to minimizing your taxes.
Our tax reduction strategies are learned from education and experience. I have long-term and short-term rentals myself, which can be challenging but can also offer exceptional returns and unique tax reduction strategies! I've been a CFO for a closely-held business, and I help business owners understand their opportunities and avoid overpaying in taxes because they fail to plan. I invest in crypto, stocks, real estate, and cash-flowing businesses so I understand tax consequences when investments perform and guide investors so they can create significant after-tax returns.
It's not magic but it takes a thorough understanding of your current behavior as well as your interests and ability to take advantage of incentives in the tax code, so get ready to get personal. Book a free discovery call today and let's find out what options you have for significant tax savings. If you are looking for specific attest services including CPA reviews, compilations, and audits; give us a call for a recommendation.
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