OUR SERVICES
Optimize your taxes. Elevate your wealth
Comprehensive Tax & Financial Services Built to Save You More
At PM Tax Strategy, we go beyond traditional tax preparation. We help you create a personalized, proactive plan to minimize your taxes, protect your income, and build wealth—year after year.
Whether you're a business owner, real estate investor, or high-income professional, our full-service solutions are designed to meet you where you are and help you achieve lasting financial success. We'll file your taxes, but that's after we implement tax reduction items. We ensure that our recommendations end up on your tax return.
Tax Advisory & Strategic Planning
Stop overpaying. Start planning.
Most tax professionals focus on what’s already happened. We focus on what’s ahead. Our Tax Advisory Service is designed to help you:
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Legally minimize your tax liability
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Maximize deductions, credits, and income planning
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Structure your business (LLC, S-Corp, C-Corp, Partnerships) for maximum efficiency
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Implement over 50+ tax-saving strategies tailored to your unique situation
This isn’t once-a-year advice—it’s ongoing, proactive planning that evolves with your business and life.
👉 Ideal for: Business owners, self-employed professionals, high-income individuals
Real Estate & Short-Term Rental Tax Strategies
Unlock the power of real estate to reduce taxes.
As a real estate investor myself, I specialize in helping property owners:
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Utilize cost segregation and bonus depreciation to accelerate deductions
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Take advantage of short-term rental (STR) tax loopholes
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Offset active and passive income with strategic real estate investments
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Minimize or defer capital gains taxes
If you own or plan to own rental properties, we’ll help you turn your real estate into one of the most powerful tax-saving tools available.
👉 Ideal for: Airbnb/STR hosts, rental property owners, real estate entrepreneurs
Business Advisory
Grow your business, not your workload
Business owners have a full plate with day-to-day operations. Let us handle the taxes and accounting.
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Startup Services including entity selection, initial filings, S-elections, and accounting setup
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Financial reporting, budgeting, and cash flow management for growing businesses. Analyze monthly financials as you set goals and target growth.
Learn from a real CFO with 10 years of experience in highly regulated industry. We’ve been through the headaches of managing employees, streamlining processes, and forecasting for profitability and we will work with you to identify key focal points and answer the complex questions you should have!
👉 Ideal for: Growing companies without a full time CFO
Tax Preparation
& Filings
Get your taxes done right—with no last-minute surprises.
Our Tax Preparation Services ensure you file accurately, on time, and in the most tax-efficient way possible:
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Individual (1040) and Business Tax Returns (1120S, 1065, 1120)
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Multi-entity coordination and filings
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State and federal compliance
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Tax estimates and payment vouchers
We don’t just file your returns—we help you understand them and make better decisions moving forward.
👉 Ideal for: Individuals, businesses, real estate investors
Bookkeeping, Accounting & Payroll Solutions
Accurate financials. Zero stress.
Tax planning is only as good as the numbers behind it. That’s why we offer full-service bookkeeping and payroll management so you stay organized, compliant, and stress-free:
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Monthly or quarterly bookkeeping
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Payroll services and 1099/W2 compliance
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Financial statement preparation and review
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Tax filings and payment scheduling
Our goal: Take the financial admin off your plate so you can focus on growing your business.
👉 Ideal for: Small business owners, growing companies, real estate investors
💡 Strategies for Maximum Tax Savings
At PM Tax Strategy, we take a holistic, hands-on approach to reducing your tax liability and helping you build long-term financial stability. Our services are built around three key pillars that consistently deliver significant tax savings:
1️⃣ Entity Selection & Structure
The right business structure can dramatically impact your tax bill. We help you choose and set up the optimal entity—LLC, S-Corp, or C-Corp—so your business and personal taxes are fully aligned for maximum savings.
2️⃣ Accurate Financials & Bookkeeping
Good books aren’t just for compliance—they’re the foundation of every great tax strategy. We ensure your financials are accurate, up to date, and fully optimized to capture every possible deduction.
3️⃣ Proactive Tax Planning
We don’t wait until tax season to act. Our team implements 50+ advanced tax-saving strategies—from income shifting to retirement contributions to real estate tax advantages—customized to your unique circumstances and goals.
🛠 Comprehensive Business & Personal Tax Solutions:
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Entity Selection & Formation
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Comprehensive Accounting & Financial Statements
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Payroll & 1099 Compliance
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Tax Preparation & Advisory
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Individual Tax Planning & Reduction
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Advanced Real Estate Tax Strategies
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Retirement Planning & Wealth Building
Advanced Tax Specialists when needed
We’ll start with core tax strategies; however, if you need an implementation specialist for particular advanced tax strategies, we have one! Professionals specializing in advanced tax strategies including: cash balance defined benefit plans, cost segregations, family management companies, PTE elections, 1031 exchanges, oil and gas partnerships for IDC (Intangible Drilling Cost) investments, cryptocurrency tax planning, self-directed retirement accounts, tax resolution for unfiled tax years, ROTH 401Ks and backdoor Roth contributions, and much more! We have legal experts when needed for entity reorganizations and state specific legal requirements.
Some of these strategies are technical and if a specialist is recommended, our team of hungry advisors is here for you! Sounds expensive? We don't recommend a specialist specialists unless we determine your tax savings are significant and outweigh the additional time and cost. We know every strategy we recommend and the steps it takes to implement so savings show up when you file your tax returns!
💡 Our Signature Promise:
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We aim to deliver at least double the value of our fees in tax savings—helping you keep more money in your pocket to reinvest in your business, your life, and your future.
👉 Standard Pricing: -
Tax Advisory: Expert guidance to optimize tax strategies and ensure compliance.
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Bookkeeping & Payroll: Starting at $1,000/month. Not your standard bookkeeping, we'll analyze what you should be expensing through your business
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Custom packages available based on complexity and business size.
From compliance to advisory, bookkeeping to audit protection—we manage your financial world so you can focus on building it.
Simple Steps to Save on Your Taxes
👉 It all starts with a single conversation
Schedule a Discovery Call
Use our online scheduler to choose a 30-minute time block that works best for you. We'll discuss your needs and explore how we can help.
Book a Comprehensive Consultation
If we’re a good fit, we’ll dive deeper into your situation and provide actionable insights. Book a full consultation to get started.
Maximize Your Savings
With the guidance we provide, take the steps to implement your personal tax savings plan and start seeing the difference in your bottom line.