logo

PCM Tax Services
Tailored to Your Financial Vision

Let's Talk
01

Comprehensive Income Tax Planning

  • a. Tax-bracket optimization and income timing (bonuses, options, RSUs, K-1s)
  • b. Tax-loss and tax-gain harvesting
  • c. NIIT/AMT planning
  • d. Estimated tax analysis and withholding recommendations
  • e. Equity compensation planning: ISOs/NSOs exercise timing, 83(b) elections, QSBS evaluation, deferred comp, managing concentrated stock positions
  • f. Multi-jurisdiction & foreign tax planning
  • g. Tax-advantaged retirement and savings accounts
  • h. Retirement saving and withdrawal strategies (Roth IRA conversions, backdoor Roth IRAs, tax-efficient withdrawals, spend-down strategies)
02

Estate & Gift Tax Planning

  • a. Tax-bracket optimization and income timing (bonuses, options, RSUs, K-1s)
  • b. Tax-loss and tax-gain harvesting
  • c. NIIT/AMT planning
  • d. Estimated tax analysis and withholding recommendations
  • e. Equity compensation planning: ISOs/NSOs exercise timing, 83(b) elections, QSBS evaluation, deferred comp, managing concentrated stock positions
  • f. Multi-jurisdiction & foreign tax planning
  • g. Tax-advantaged retirement and savings accounts
  • h. Retirement saving and withdrawal strategies (Roth IRA conversions, backdoor Roth IRAs, tax-efficient withdrawals, spend-down strategies)
03

Philanthropic Planning

  • a. Private Foundations
  • b. Charitable trusts
  • c. Donor-advised funds
  • d. Qualified charitable donations
04

Entity Structuring & Business Tax Solutions

  • a. Choice-of-entity analysis (LLC/LP, S-Corp, C-Corp, holding company)
  • b. Income shifting and reasonable comp analysis
  • c. Pass-through entity (PTE) tax elections and state SALT workaround strategies
  • d. Multi-entity coordination for operating companies, management, and IP/real estate entities
05

Investment Tax Optimization

  • a. Asset location (taxable vs. tax-deferred vs. tax-free) and withdrawal sequencing
  • b. Manager coordination for SMA/ETF/muni ladders and direct indexing
  • c. Opportunistic rebalancing, wash-sale avoidance, basis management
  • d. Real estate depreciation, passive activity grouping strategies, 1031 exchanges and Delaware Statutory Trusts
06

Tax Compliance & Controversy Support

  • a. Individual, fiduciary, and business return preparation (1040, 1041, 1065, 1120-S/1120)
  • b. Gift and estate tax return coordination (709, 706)
  • c. Prior-year return reviews and amendments for missed opportunities
  • d. IRS/state notices, audit defense, appeals, penalty abatement
  • e. White-glove service and secure digital document management

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.

©2025 PCM Tax, LLC. All rights reserved.