About Paul

Some people like to do Sudoku. Others like to do crossword puzzles. I like to do taxes. For each tax situation there is one correct solution - the solution that is both legal and most advantageous to the taxpayer. I like to find that answer every time I sit down to prepare a tax return.

I personally believe the tax code should be simplified. Nearly everyone who seeks my services does so because they are struggling to prepare their own return. That's good for my business, of course, but I don't think it's fair to the taxpayers. If paying taxes is required the average citizen ought to be able to figure out how much they owe. However, I do not expect the tax code to be greatly simplified in my lifetime. Honest reformers seem to be in short supply in Washington these days. But I digress...

Rack2I was born and raised in Ohio, making me a die hard Buckeye and a long-suffering Browns fan. I enlisted in the US Navy in 1987, was commissioned in 1995, and retired from active duty in 2010. Somewhere in there I managed to find and marry the perfect girl (Tade) and have 3 children (who all turned out quite good looking despite my contribution to the gene pool). During my Navy career I served at sea on submarines, an aircraft carrier, and a high-speed catamaran. Ashore I served tours stateside, in the middle-east, and east Africa. It was a blast, but it was time to move on. I wanted to become a financial planner.

As I was studying to become a financial planner I noticed that most of the instructors were telling us to avoid giving tax advice. That didn't make any sense to me, because taxes touch every aspect of financial planning. At the same time I was becoming dissatisfied with the prices I was personally paying for tax preparation, so I signed up for a tax class.

veteran tax prep virginia beachSomewhat unexpectedly, I loved it! I wanted to know even more about taxes. I went to work for a nationally known tax preparation firm and continued to learn and study taxes. While I enjoyed the experience and the people I was working with, one thing I didn't like was the inability to provide great value to ALL of the clients. Too many corporate rules.

Despite being warned against giving tax advice, I decided to incorporate tax planning and preparation directly into my financial planning business. I always figured if you're going to do something, you might as well do it right. So, I studied (and studied, and studied) and earned the Enrolled Agent certification from the IRS. It is the highest credential the IRS awards tax professionals. Not only can I prepare tax returns, but I am authorized by the IRS to prepare and deliver written tax planning advice and, if necessary, represent clients at every level of the IRS, including appeals. (Represent means if the IRS wants to talk to you, you can tell the IRS to come talk to me instead, and I'll set things right.)

I am aware some folks just want tax preparation, and not full-on financial planning. Therefore I decided to start PIM Tax Services as an independent business from the financial planning firm. It allows me the greatest flexibility to meet the needs of each individual client.

veteran owned tax prep virginia beachPIM is a nautical acronym for Plan of Intended Movement. When the Captain of a ship tells the Navigator, "We need to be in Galveston next Tuesday," the Navigator develops the Plan of Intended Movement; the PIM. It is the appropriate course and speed to achieve the Captain's goal - which is to move the ship to the appointed place and arrive at the designated time.

PIM is also a fine analogy for tax and financial planning (which are inseparable). The Captain (You) tells the Navigator (Me) where you want to go and when you want to get there with respect to your financial goals. I develop the tax and financial plans that get you where you want to be at the designated time.

Tax efficiency is an integral part of every financial plan. While nearly everyone understands the government needs revenue to provide services for the common good, no one wants to pay more in taxes than they are legally required to pay. Yet, it is difficult for most individuals to figure their tax bill correctly. The tax laws are highly complex. The seemingly endless forms, schedules, and worksheets are time-consuming at best; overwhelming at worst. Most people would prefer to have an expert prepare their taxes for them, but as distasteful as paying taxes can be, paying exorbitant fees for professional tax preparation might be even worse.

That's where I come in. PIM Tax Services (LLC) is a veteran-owned tax planning and preparation firm for individuals and small businesses in Virginia Beach. PIM Tax Services provides expert tax return preparation at affordable prices. PIM Tax Services makes its fees available to the public so that prospective clients can make an informed decision about which tax preparation firm to use. Active duty, reserve, and retired military personnel receive a 20% discount at PIM Tax Services.

PIM Tax Services provides reliable tax preparation and planning advice to individuals and small businesses at a reasonable price. I will prepare your taxes, explain everything to your satisfaction, provide advice on how you can minimize your future tax burden, and charge a fee that makes the service a value to you.

 

Hours of Operation:

Sunday 8:00 AM to 9:30 PM
Monday 8:00 AM to 9:30 PM
Tuesday 8:00 AM to 9:30 PM
Wednesday 8:00 AM to 9:30 PM
Thursday 8:00 AM to 9:30 PM
Friday 8:00 AM to 9:30 PM
Saturday 8:00 AM to 9:30 PM

Use the online scheduling tool to set your appointment, or call (757) 407-4189 if the time you want isn't listed.


Location:

582 Lynnhaven Pkwy Suite 101

Virginia Beach, VA, 23452


 Contact PIM


Free review of prior year returns. 

Bring your tax returns from 2013, 2014, or 2015 and PIM Tax Services will review them for no charge.

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