Optimize your taxes, elevate your wealth

CPA, MSCTA

Main Street Certified Tax Advisor Program

Phil Mullins is a CPA and MSCTA (Main Street Certified Tax Advisor). As part of the certified tax advisor network, he works with highly qualified and experienced tax professionals who have undergone a rigorous certification process. Certified tax advisors possess in-depth knowledge and expertise in various areas of taxation, including personal and business, and deliver tax strategies tailored to your needs.

Our strategies are creative and effective. I meet three times weekly with top tax professionals from across the country and participate in advanced trainings every week to ensure we leave no stone unturned when it comes to tax savings.

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Phi Mullins has an undergraduate degree from Tulane University in Finance and a Masters in Accounting. With several years experience at Ernst & Young, he now serves as CFO for a local ocean marine insurance company. He serves as Director and Audit Committee Chair at Gulf Coast Bank & Trust and LCPA Board member for Business4Business Committee.

MSCTA Program

A Main Street Certified Tax Advisor (MSCTA) is a professional who assists business owners and investors apply practical and effective tax strategies. They specialize in:

• Wealth Building: Helping clients increase their financial assets through smart tax planning.

• Asset Protection: Ensuring that clients’ assets are safeguarded against potential liabilities.

• Estate and Legacy Planning: Assisting in the planning of one’s estate to secure a financial legacy for future generations.

Rigorous ongoing tax training with advanced tax professionals across the country. We meet twice weekly to explore emerging strategies and vet tax reduction plans that result in substantial savings for our clients.

How will tax planning benefit you? For business owners, current year tax savings provide opportunities for adding employees, purchasing additional assets, or enhancing your marketing efforts. For individuals, tax planning will provide additional cash flow and capital for investment opportunities and a secure retirement.

Advanced tax strategies include self-directed 401(k)s, Roth 401(k)s, S-Corporation elections, 'backdoor' Roth contributions, cost segregation studies, PTE elections, 1031 exchanges, capital gains strategies, and more.

Hi, I’m Phil, your go-to CPA from the Big Easy! Originally from Augusta, GA (although my golf game is hopeless), I moved to New Orleans after Hurricane Katrina. I’ve been a CPA for 15 years and I’m dedicated to helping individuals and small business owners free up cash flow through tax reduction.

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.

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Maybe you’re just starting out and need guidance setting up your entity.

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Maybe your company is growing fast and you need proactive tax planning for your business.

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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.

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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)

Advanced Tax Solutions

At Crescent CPA, we specialize in helping individuals and business owners minimize tax liabilities. Our expert guidance ensures you that put those savings back into your pocket or reinvest into your business.

Our mission is to provide tailored tax strategies that align with your goals and guide you through successful implementation to realize real tax savings and propel your business towards achieving its full potential.

Maximize Your Savings

Typically, three key areas provide significant tax savings:

1. Entity selection and structure: For business owners, planning for tax liability between your company and personal taxes can result in substantial tax reduction when optimized

2. Accurate financials: ensure your books are accurate for tax planning and that all "bookkeeping" items are captured each year so that all potential deductions are captured

3. Proactive planning: review advanced tax strategies to see which apply to your specific circumstances. 100+ tax reduction strategies

Currently taking new client appointments on Tuesdays and Thursdays. Email info@CrescentCPAAdvisors.com or give us a call at (504) 264-3289.

The biggest expense of your life will be taxes! Why not meet with a professional to minimize your tax burden?