Business Details
Trusted Accounting and Tax Services for Businesses and Individuals
Fallenbaum CPA & Advisors is a full-service CPA and Wealth Management firm based in South Florida, serving clients nationally and internationally. With over 25 years of experience, our team specializes in accounting, tax compliance, and financial advisory services for small to medium-sized businesses, real estate professionals, and individual clients. We utilize cutting-edge technology to streamline processes, ensuring accurate financial records, proactive tax planning, and compliance with all regulatory deadlines.Our mission is to relieve clients of administrative burdens, allowing them to focus on their core operations while benefiting from tailored financial strategies. We hold prestigious certifications including CPA, CFF, ABV, and RIA, underscoring our commitment to expertise and trustworthiness. Our community involvement and client-centric approach further distinguish us as a reliable partner dedicated to long-term client success.
Services
Accounting
Tax Services
Investment Management
Business Valuations
Forensic Accounting
Incorporation Services
Real Estate Services
Planning & Advisory
Highlights and features
- We offer over 25 years of experience in accounting and tax services.
- Our team holds specialized certifications including CPA, CFF, and ABV.
- We provide proactive tax planning tailored to real estate and business needs.
- Our client-centric approach prioritizes personalized financial strategies.
- We utilize advanced technology for accurate, efficient financial management.
Associations and certifications
- CPA
- CFF
- ABV
- RIA
- Series 66
What people say
Outstanding accountant
Professional and trustworthy
Highly recommend
Efficient and fast
Great service
Services
Accounting
Our accounting services provide tailored financial management for businesses, ensuring accurate records and compliance. We handle payroll, tax filings, and financial reporting, allowing clients to focus on growth. Our expertise minimizes liabilities while optimizing cash flow and strategic decision-making.
Tax Services
We offer comprehensive tax preparation and planning for individuals and businesses, including real estate professionals. Our proactive strategies reduce liabilities and ensure compliance with federal and state regulations. Expertise in audits, deductions, and tax-efficient structures safeguards clients from penalties.
Investment Management
Our investment management services create customized portfolios aligned with client goals and risk tolerance. We monitor and rebalance investments to maximize returns while ensuring long-term financial stability. Services include retirement planning and asset allocation for individuals and businesses.
Business Valuations
We deliver precise business valuations for mergers, acquisitions, or strategic planning. Our analysis considers market trends, financial health, and growth potential. Clients receive actionable insights to support informed decisions and enhance business value.
Forensic Accounting
Our forensic accounting services assist in legal cases involving fraud, disputes, or financial discrepancies. We analyze records to uncover irregularities and provide expert testimony. This service supports attorneys and businesses in resolving complex financial conflicts.
People
Don Fallenbaum
Principal
Don Fallenbaum, M.Acc, CPA/CFF/ABV, brings 25+ years of expertise in accounting, tax, and real estate advisory. He specializes in serving real estate professionals and investors, combining technical proficiency with community leadership.
Raquel Mandel
Vice President of Client Relations
Raquel Mandel oversees client relations, leveraging her entrepreneurial background to enhance client engagement. Her focus on communication and event coordination ensures a seamless, supportive experience for all clients.
Lori Zawiski
Staff Accountant
Lori Zawiski, MBA, specializes in tax and bookkeeping services. With 15+ years in accounting, she provides meticulous financial analysis and support, ensuring clients meet compliance requirements efficiently.
Shaya Theodore
Staff Accountant
Shaya Theodore, B.S, offers expertise in tax services for individuals and small businesses. As a CPA candidate, she combines technical knowledge with multilingual communication to deliver personalized solutions for diverse clients.
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 do you assist real estate professionals with taxes?
We specialize in real estate tax planning, deductions, and compliance, helping agents and investors minimize liabilities while avoiding IRS audits.
Do you offer investment management for individuals?
Yes, we create customized investment portfolios aligned with your goals, offering ongoing monitoring and rebalancing to optimize long-term growth.
What is included in your business valuation service?
Our valuations analyze financial health, market position, and growth potential to support mergers, acquisitions, or strategic planning with data-driven insights.
Can you help with forensic accounting for legal cases?
We provide forensic analysis for fraud investigations, marital disputes, and damage calculations, offering expert testimony to support legal proceedings.
Reviews (5)
Sherley Rosario
Apr 13, 2021
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Don is fantastic! He answers all those sticky questions that come around for tax time. We actually connected through linked-in and I am so glad he reached out, because in the midst of a pandemic we were able to virtually connect on video call and he educated me in many subjects that were foreign to me since I am a young professional who kick started a self employed career. Don is patient, and professional also very efficient. I had a family emergency and he was very understanding, still helped me get things done before the deadline. Looking forward to many more years of working with Don.
K. Nn U. Gilet
Aug 08, 2020
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Don't waste your time and money Don is unprofessional and disrespectful to his clients. We called him to Express our concerns he started yelling and hanged up on us twice. Worst experience of my life! Don't waste your time and money, go to a true professional. And they definitely don't charge $500 for a single filing and they guarantee you a return. Which is the complete opposite of Don!
Dr. Cristian F. Hernandez D. C.
Jul 25, 2020
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In the process of looking for a CPA as a new business owner, I met Mr. Fallenbaum through a BNI group. I want to express my sincere gratitude for all your services , for dedicating me the time, and for educating my wife and I in this new area of business. Having you as my CPA, my family and I can experience peace of mind. Many thanks Mr. Fallenabum!
Sonia R.
Jul 15, 2019
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Very smart guy. Straight shooter. He answered all my questions and gave me tax advice that is probably worth hundreds of thousands in the long run. I've been to several tax professionals and they all put a shotgun hole through my finances. Don knows his stuff. Staff is friendly. Fairly priced. So glad I found this firm.
Joshua Molina
Jun 07, 2019
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Don has been doing my taxes for the last few years. Great communication skills and his services are a breeze, remote and secure (via a secure fileshare to upload all documents). He's a sharpshooter who under promises and over delivers when it comes to speed and accuracy of filing my returns. He's handled everything on my personal returns, including W2's, 1099's, and trading statements from multiple brokerage firms. In addition, he's handled returns for a S Corp that I was a part of a couple years ago and have since dissolved. Thanks Don for handling my 2018 filing in just a couple days. Everything
