Efficient and prompt Business & personal tax preparation and proactive tax savings strategies. Our firm specializes in helping small to medium sized businesses with their accounting, tax, and business advisory needs. Our goal in working with a business client is to "take over" the accounting and tax functions so they can focus on doing what they do best.
And having the Peace of Mind that their accounting and tax compliance is handled with no missed deadlines, penalties and fines, and an accurate up to date set of books. We help our individual clients with their tax filing requirements as well as Wealth Management which includes Investment Management, tax planning, Debt & cash-flow management, retirement planning, risk management & asset protection, social security benefit planning, planning for major life changes, and estate and legacy planning.
We believe in providing realistic, personalize solutions for each of our clients. We also provide Forensic accounting and Business valuation services which rounds out our offerings by providing a comprehensive holistic approach to helping our clients.
And having the Peace of Mind that their accounting and tax compliance is handled with no missed deadlines, penalties and fines, and an accurate up to date set of books. We help our individual clients with their tax filing requirements as well as Wealth Management which includes Investment Management, tax planning, Debt & cash-flow management, retirement planning, risk management & asset protection, social security benefit planning, planning for major life changes, and estate and legacy planning.
We believe in providing realistic, personalize solutions for each of our clients. We also provide Forensic accounting and Business valuation services which rounds out our offerings by providing a comprehensive holistic approach to helping our clients.
Services
As the firm's principal, I have been in practice for over 20 years.
I hold a Masters Degree (M.Acc) in accounting with a specialty in taxation.
I am a licensed Certified Public Accountant (CPA), hold a Series 66 Securities license, and a prestigious Registered Investment Advisor (RIA) with the State of Florida.
I also hold the Certified in Financial Forensics (CFF) and Accredited in Business Valuations (ABV) designations.
I strongly believe in giving back to the community.
I am a former City of Sunrise City Commissioner, Former Chairman of the Sunrise Chamber of Commerce and Tamarac Chamber of Commerce.
I hold a Masters Degree (M.Acc) in accounting with a specialty in taxation.
I am a licensed Certified Public Accountant (CPA), hold a Series 66 Securities license, and a prestigious Registered Investment Advisor (RIA) with the State of Florida.
I also hold the Certified in Financial Forensics (CFF) and Accredited in Business Valuations (ABV) designations.
I strongly believe in giving back to the community.
I am a former City of Sunrise City Commissioner, Former Chairman of the Sunrise Chamber of Commerce and Tamarac Chamber of Commerce.
Fallenbaum CPA & Advisors, LLC, a Sunrise and Fort Lauderdale area CPA firm, provides the accounting support you need.
Running a business is challenging enough.
Don't add accounting and tax woes to your list of stressors.
Our accounting services can save you time, money and energy that you can put toward growing your business.
Let us take care of the rest!
We'll develop a coordinated plan to take charge of your accounting and reduce your tax liabilities in a way that works for you.
When we manage your accounting, you can rely on us for precise financial data that will enable you to effectively track expenses, manage cash flow, and capitalize on opportunities for growth.
Running a business is challenging enough.
Don't add accounting and tax woes to your list of stressors.
Our accounting services can save you time, money and energy that you can put toward growing your business.
Let us take care of the rest!
We'll develop a coordinated plan to take charge of your accounting and reduce your tax liabilities in a way that works for you.
When we manage your accounting, you can rely on us for precise financial data that will enable you to effectively track expenses, manage cash flow, and capitalize on opportunities for growth.
Fallenbaum CPA & Advisors, LLC, a Sunrise and Fort Lauderdale area CPA Firm, provides new business formation advice and incorporation services.
We have extensive experience to help you determine the best business structure for your specific circumstances whether it be a corporation, LLC, partnership.
It is one thing to form the correct company, it's entirely another to harness and manage the tax benefits to your advantage.
Our ongoing services will assure that you accomplish this by having the lowest possible tax exposure while also guiding you on how to best take distributions from your company.
We have extensive experience to help you determine the best business structure for your specific circumstances whether it be a corporation, LLC, partnership.
It is one thing to form the correct company, it's entirely another to harness and manage the tax benefits to your advantage.
Our ongoing services will assure that you accomplish this by having the lowest possible tax exposure while also guiding you on how to best take distributions from your company.
We are a full-service CPA and Wealth Management firm located in Sunrise, FL and the surrounding Fort Lauderdale, FL area.
However, we employ the latest technologies and we are not limited to a geographic area.
We serve clients throughout the United States and abroad.
He specializes in helping Realtors, Real Estate Agency offices, Real Estate investors, and serves as a valued and trusted advisor and resource.
There are many issues in this industry that require specific knowledge and experience.
Don has both!
However, we employ the latest technologies and we are not limited to a geographic area.
We serve clients throughout the United States and abroad.
He specializes in helping Realtors, Real Estate Agency offices, Real Estate investors, and serves as a valued and trusted advisor and resource.
There are many issues in this industry that require specific knowledge and experience.
Don has both!
Don't Pull Your Hair Out at Tax Time.
While preparing your own tax return may appear to be a good way to save some money, it usually ends up costing you more in the long run.
Filing yourself can miss valuable credits and money-saving deductions that can reduce your tax liability and/or provide a significant refund.
Of course there is tax preparation software, even free software, but there is no substitute for the experience of a qualified professional when it comes to tax preparation.
Besides paying more tax than you need to and the possibility of setting yourself up for an IRS audit, think about the countless number of hours spent and the stress involved.
While preparing your own tax return may appear to be a good way to save some money, it usually ends up costing you more in the long run.
Filing yourself can miss valuable credits and money-saving deductions that can reduce your tax liability and/or provide a significant refund.
Of course there is tax preparation software, even free software, but there is no substitute for the experience of a qualified professional when it comes to tax preparation.
Besides paying more tax than you need to and the possibility of setting yourself up for an IRS audit, think about the countless number of hours spent and the stress involved.
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