The calendar is the constraint
Q4 Year End Tax Planning
Whether you paid in April or are filing on extension this week, the 2025 tax bill is settled. Your 2026 bill is not. You still have until December 31 to change it, but only if you act now. Meet with a CPA and certified tax coach
45 Minutes - $595
Oct
Still feeling the check you wrote for 2025?
Time to review your income, entity, and options
Time to put the right strategies in motion
Many of the most effective planning moves close for 2026
Nov
Dec 31
Your tax return reports the past. Planning changes the future.
No more April Surprises
Most high-income professionals and business owners only talk to their CPA after the year is over, when the only job left is reporting what already happened. By then, the opportunities are gone.
Leave the meeting knowing exactly what to do, and when to do it, before December 31.
3
1
Clear Next Steps
Know where your 2026 liability is heading before the year closes, not after.
2
Strategies that fit you
Identify the year-end moves that apply to your income, business, and investments.
Q4 Tax Planning Meeting
Tax PLanning to cut your 2026 tax bill
Limited Q4 availability. Earlier meetings leave more time to act.
A focused, one-on-one strategy session with Phil Mullins, CPA, built around your numbers and your goals for the rest of 2026.
Review your situation. We look at your 2025 return and where 2026 is tracking
Identify opportunities. We pinpoint the year-end strategies worth pursuing for you
Prioritize action. You leave knowing which moves matter most and the deadlines that apply.
$595
Held via Zoom
45-minute strategy session
Meet Phil Mullins, CPA, CTC
100+ hours
continuing education every year
Phil works with high-income professionals and business owners who want a proactive advisor, not just a preparer. His standard is simple: the tax savings he identifies should be well in excess of his fee.
Peer-Vetted
Strategies reviewed weekly with national network of tax professioanls
15 years
CPA experience
CTC & MSCTA
Advanced tax planning credentials
Every week that passes is one less week to act. Reserve your Q4 Tax Planning Meeting today.
Don't let 2026 end the way 2025 did.
"This session uncovered $18,000 in deductions I didn't know existed. The 45-minute call turned into a partnership that's saved me tens of thousands every year."
J. Lee
My discussion with Phil was eye-opening. I implemented just two of their recommendations and saved $40,000 the first year. Now they handle all my taxes
M. Diaz
★★★★★
★★★★★
Contact
(504) 264-3289 - text preferred
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info@crescentcpaadvisors.com
Address:
Crescent CPA LLC
4823 Pitt Street, New Orleans, Louisiana 70115