Mildred Dillon CPA
tax planning isn’t just for the wealthy!
5.0
Helps business owners use tax savings to plan strategically for the future across New Orleans, Louisiana, Texas, and nationwide.
About
Mildred Dillon CPA, a seasoned speaker, author, and New Orleans-based business owner with nearly 30 years of experience, specializes in helping business owners—whether they are just starting or scaling—utilize tax savings to plan strategically for the future. Her motto, 'tax planning isn’t just for the wealthy,' underscores her commitment to making tax strategies accessible to all, from those earning a paycheck and building a side business to those scaling their companies. By de
monstrating how simple tax return adjustments can unlock hidden funds, she guides clients on reinvesting and protecting these resources for long-term financial health.
Services
Tax Preparation
Streamlined process that looks beyond filing to help business owners understand deductible items, reducing taxes now and positioning them better for future filings.
Tax Notices Resolution
Translates tax notices into plain English and provides clear, step-by-step guidance to resolve issues efficiently, helping rebuild foundations and move forward strategically.
Tax Planning
Reviews returns to identify drivers of tax bills, leaks, and adjustments that can legally reduce future liabilities, positioning planning to start with current tax payments rather than retirement accounts.
1099 Taxes Setup
Guides independent contractors to organize income and track deductions during the year, simplifying tax season preparation.
Strategy Calls
30-minute or 75-minute Zoom calls offering targeted answers to tax questions, clear action plans, and review of financial or investment documents.
Year-Round Business Advisory
Provides ongoing oversight and interpretation of tax impacts on payroll, commissions, pricing, expenses, and cash flow decisions throughout the year.
Credentials & Certifications
Reviews
