Your Trusted Partner
Stress-Free
Tax Solutions
Tailored to You
Specialized tax and estate planning for PCM Encore Family Office and Private Wealth clients.
PCM Tax Your Personalized
Tax service provider
Comprehensive Income Tax Planning
We design proactive strategies to optimize tax brackets, time income, and minimize surprises through deferrals, harvesting, and accurate estimated tax planning.
Learn MoreEstate & Gift Tax Planning
We help preserve wealth through advanced trust structures and gifting strategies that align with your legacy and minimize transfer taxes.
Learn MorePhilanthropic Planning
We help maximize the impact and tax benefits of your philanthropic endeavors through donor-advised funds, charitable trusts, and strategic gifting integrated with your overall plan.
Learn MoreEntity Structuring & Business Tax Solutions
Our team evaluates and implements tax-efficient entity structures, income allocation strategies, and compliance solutions for multi-entity families and businesses.
Learn MoreInvestment Tax Optimization
We reduce portfolio tax drag with asset location strategies, tax-efficient investments, and capital gains management tailored to your financial goals.
Learn MoreTax Compliance & Controversy Support
From accurate filings to audit defense, we deliver peace of mind with robust compliance and representation when challenges arise.
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About PCM TAX
At PCM Tax, we believe smart tax planning is essential to building and preserving wealth. Taxes touch nearly every financial decision you make—from compensation to how investments grow to the legacy clients leave behind. That's why we integrate tax-efficient strategies into every aspect of our clients' financial lives. We don't just file tax returns; we architect tax-efficient lives. Our approach is proactive, personalized, and holistic, designed to help clients keep more of what they earn and pass on more of what they've built.
Meet Your CPA
PCM Tax is led by Joe Hendrickson, CPA, CFP®, an experienced strategic tax and family office advisor with an extensive background working with high and ultra-high-net-worth individuals and complex wealth structures. He brings deep expertise in delivering comprehensive and highly tailored tax planning strategies that align with the unique goals and dynamics of affluent individuals and their families. With a keen understanding of multi-generational wealth, Hendrickson helps clients navigate intricate tax landscapes, optimize estate transitions, and preserve legacy through bespoke planning solutions. Prior to PCM Tax, he held roles at Berkshire Partners LLC, RSM US LLP, and Apercen Partners LLC, where he advised on a wide range of sophisticated tax, estate, and other financial matters.
Let us manage your taxes while you
focus on your goals.
Strategic Tax Planning for
Venture-Backed Founders:
A Comprehensive Guide from Formation to Exit
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The information on this website is provided for general educational purposes only and should not be considered tax, legal, accounting, or investment advice. Nothing on this site constitutes an offer to provide services, nor does it imply endorsement of any third-party providers or viewpoints. Any examples are illustrative and hypothetical; your circumstances may differ. For guidance specific to your situation, please consult a qualified professional.
PCM Tax, LLC provides tax preparation and tax-planning services only and does not provide investment or legal advice. Any referenced videos or materials are strictly educational in nature. This website may include forward-looking statements, and actual results may vary due to various risks and uncertainties.
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