About Us
Why PM Tax?
Too many people—especially small business owners, real estate investors, and self-employed professionals—leave money on the table every single year. The tax code is complicated, much more complicated than it should be (in my opinion). Until that changes, a knowledgeable tax advisor can not only identify opportunities but also implement strategic tax reduction plans that result in substantial savings.
And most accountants only show up at the finish line.
I want to offer 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
Main Street Certified Tax Advisor
I’m Phil Mullins, a CPA, CFO, and tax strategist who is dedicated to helping individuals and business owners free up cash flow through tax reduction.
Originally from Augusta, GA (although my golf game is hopeless), I moved to New Orleans in 2007. I've been a CPA for 15 years and I personally own both short-term and long-term rentals. Real estate can be challenging but can also offer exceptional returns and unique tax reduction strategies! My focus is on empowering clients to make the most of these strategies.
What can I do for you? My mission is to deliver maximum tax savings through detailed planning and analysis that examines all sources of income and expenses. Developing the plan is the first step. The second is implementation. I work closely with my clients to ensure that strategies are not only well-designed but also executed effectively, resulting in real, tangible benefits.
Maybe you’re just starting out and need guidance setting up your entity.
Maybe your company is growing fast and you need proactive tax planning for your business.
Or maybe you’re tired of tax preparers who just plug numbers into software and call it a day—without any forward-thinking strategies to help reduce next year’s tax bill.
Let’s change that. Schedule a call and let’s build a plan that optimizes your taxes and elevates your wealth (if you’re ready to get smart with your taxes and keep more of what you earn)
Professional Experience & Background
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 of public accounting at Big 4 firm, analyzing 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 closely held business
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🎖 Board Member at Gulf Coast Bank—one of the highest performing local banks in the nation
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Certified Public Account (CPA)
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National Association of Tax Professionals (NATP) Member
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Society of Louisiana CPAs (LCPA) Member and 2025-2026 B4B (Business for Business) Committee Member
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Main Street Certified Tax Advisor (MSCTA)
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.
Real Tax Savings in Action
Five years ago, I bought a short-term rental property and did a cost segregation study.
The result?
✅ A $100,000 paper loss
✅ A $50,000 tax refund that I would have otherwise handed over to the IRS.
I’ve seen firsthand how strategic planning changes lives. For me, a significant swing from owing taxes to receiving a refund of my W-2 withholdings was huge! Today, I help my clients—just like you—do the same.
Our Mission
At PM Tax, 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.