About Us
Why I Started PM Tax Strategy
I founded PM Tax Strategy because I saw too many people—especially small business owners, real estate investors, and self-employed professionals—leaving money on the table every single year. The tax code is complicated. It’s overwhelming. And most accountants only show up at the finish line.
I wanted to create something different:
✅ Year-round tax planning
✅ Advanced tax reduction strategies
✅ Complete financial services from entity formation to compliance
✅ And most importantly—a personal, collaborative relationship where every client feels valued and supported.
At the end of the day, I’m here to help you stop overpaying and start building.
Meet Philip Mullins, CPA
Founder | Tax Strategist | Wealth Advocate
I’m Philip Mullins, a CPA, CFO, and tax strategist who believes that no one should pay more in taxes than they legally owe—and that the right financial strategy can change not only your business but your entire life.
My passion for tax planning began not in a classroom, but in the real world. Several years ago, I purchased my first short-term rental property and discovered how a well-timed cost segregation study turned into a $100,000 paper loss—and a $50,000 tax refund. That single experience opened my eyes to what’s possible when you stop treating taxes as a once-a-year event and start treating them as a wealth-building strategy.
Today, I bring that same mindset to every client I serve.
Meet Phil Mullins, CPA
Founder | Tax Strategist | Wealth Advocate
I’m Phil Mullins, a CPA, CFO, and tax strategist who believes that no one should pay more in taxes than they legally owe—and that the right financial strategy can change not only your business but your entire life.
My passion for tax planning began not in a classroom, but in the real world. Several years ago, I purchased my first short-term rental property and discovered how a well-timed cost segregation study turned into a $100,000 paper loss—and a $50,000 tax refund. That single experience opened my eyes to what’s possible when you stop treating taxes as a once-a-year event and start treating them as a wealth-building strategy.
Today, I bring that same mindset to every client I serve.
Professional Background & Expertise
My career began with a solid foundation in finance and accounting:
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🎓 Bachelor’s in Finance and Master’s in Accounting from Tulane University
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🏛 4 years at a Big 4 firm, advising financial institutions, banks, and investment firms
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💼 10 years as CFO of an ocean marine insurance company—where I learned firsthand the challenges of running and growing a family-owned business
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🎖 Board Member at Gulf Coast Bank—one of the youngest to ever hold the position
I hold certifications as a CPA (Certified Public Accountant) and MSCTA (Main Street Certified Tax Advisor).
But beyond the degrees and titles, I’m someone who genuinely loves the game of tax strategy—finding creative, legal ways to help people like you keep more of your money and achieve your financial goals.
🚨 Special Highlight:
Phil Mullins serves on the Board of Directors at Gulf Coast Bank—one of the region’s most respected financial institutions.
While he's much younger than his fellow board members, Phil brings a fresh, forward-thinking perspective to financial leadership while learning from decades of business wisdom.
Our Mission
At PM Tax Strategy, our mission is to help business owners, real estate investors, and self-employed professionals maximize their tax savings, protect their income, and build long-term financial security through proactive, personalized, and strategic tax planning.
We believe that every dollar saved on taxes is a dollar that can be reinvested into your business, your family, and your future.
Our Vision
Our vision is to be the trusted tax strategy partner for high-earning entrepreneurs and investors nationwide, known for our integrity, results-driven approach, and deep personal commitment to each client’s success.
We aim to empower our clients with the knowledge, tools, and strategies they need to keep more of what they earn and achieve true financial freedom.