Business Details
Your Trusted Partner for Accounting and Tax Solutions
Fallenbaum CPA & Advisors is a full-service accounting and wealth management firm dedicated to providing comprehensive financial solutions. With over 25 years of experience, our team leverages advanced technology to deliver tailored accounting, tax, and advisory services to small and medium-sized businesses, real estate professionals, and individuals across the United States and internationally. Our approach integrates traditional CPA services with investment management, forensic accounting, and business valuation, ensuring clients achieve financial clarity and compliance.We prioritize client relationships, offering proactive strategies to minimize tax liabilities, optimize financial growth, and provide peace of mind. Our expertise in real estate accounting, coupled with personalized service, positions us as trusted advisors committed to long-term client success.
Services
Accounting
Tax Services
Investment Management
Forensic Accounting
Business Valuations
Incorporation Services
Real Estate CPA
Planning & Advisory
Highlights and features
- We offer over 25 years of experience in accounting and tax advisory services.
- Our team provides personalized planning and proactive tax strategies.
- We specialize in real estate accounting for Realtors and investors.
- We offer free initial consultations to address client-specific needs.
- Our services span locally, nationally, and internationally with tailored solutions.
What people say
Outstanding
Great job
Professionalism, competence
Peace of mind
Highly recommended
Services
Accounting
Our accounting services provide businesses with accurate financial tracking, tax compliance, and strategic reporting. We handle bookkeeping, payroll, and financial statements, ensuring clients maintain up-to-date records and avoid penalties. Our proactive approach allows businesses to focus on growth while we manage financial complexities.
Tax Services
We offer comprehensive tax preparation and planning for individuals and businesses, minimizing liabilities through strategic deductions and compliance. Our team stays current on tax laws to ensure accurate filings and proactive savings, helping clients retain more of their income while avoiding audits and penalties.
Forensic Accounting
Our forensic accounting services investigate financial discrepancies, fraud, and legal disputes, providing expert testimony and clear documentation. We assist attorneys and businesses in uncovering financial truths, calculating damages, and ensuring transparency in complex cases such as marital disputes or business reorganizations.
Incorporation Services
We guide new businesses through entity selection, registration, and tax optimization, ensuring a strong legal and financial foundation. Our services include LLC, corporation, and partnership setup, along with ongoing advisory to help startups navigate compliance and maximize tax benefits.
Real Estate CPA
Specializing in real estate accounting, we assist Realtors, brokers, and investors with tax strategies, deductions, and audit protection. Our expertise reduces tax burdens, enhances cash flow, and provides tailored advice to optimize real estate portfolios and business structures.
People
Don Fallenbaum
Principal
Don Fallenbaum, a CPA with over 25 years of experience, specializes in real estate accounting and tax planning. He holds advanced certifications in financial forensics and business valuations, serving as a trusted advisor to Realtors and investors.
Raquel Mandel
Vice President of Client Relations
Raquel Mandel brings extensive client relations experience, previously leading a successful DNA testing company. She manages client liaison, marketing, and event coordination to ensure exceptional service and client satisfaction.
Lori Zawiski
Staff Accountant
Lori Zawiski, with an MBA, specializes in tax preparation and bookkeeping. She collaborates on client financials and contributes to property management, leveraging 15 years of prior CPA firm experience to support client success.
Shaya Theodore
Staff Accountant
Shaya Theodore, a CPA candidate, focuses on tax services for individuals and small businesses. With over a decade of experience, she provides strategic guidance to optimize financial outcomes and ensure compliance.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial reporting, and tax compliance services tailored to small businesses, ensuring accurate records and strategic financial management.
How can tax planning benefit my business?
Proactive tax planning identifies deductions and strategies to minimize liabilities, ensuring compliance while maximizing savings and long-term financial growth.
Do you specialize in real estate accounting?
Yes, we specialize in real estate accounting for Realtors, brokers, and investors, offering tax optimization and audit protection tailored to industry-specific challenges.
What is forensic accounting used for?
Forensic accounting investigates financial fraud, calculates damages in legal disputes, and provides expert testimony for cases involving bankruptcy or business reorganization.
Can you assist with new business formation?
We guide clients through entity selection, registration, and tax optimization for LLCs, corporations, and partnerships, ensuring a strong foundation for new businesses.
