Business Details
Trusted Accounting and Tax Services in South Florida
Fallenbaum CPA & Advisors is a full-service CPA and Wealth Management firm established in South Florida, leveraging cutting-edge technology to serve clients locally, nationally, and internationally. With over 25 years of experience, our team specializes in accounting, tax compliance, and business advisory services for small to medium-sized enterprises, real estate professionals, and investors. Our principal, Don Fallenbaum, holds advanced certifications including CPA, CFF, ABV, and Series 66 licenses, alongside a Master of Accounting degree.We prioritize proactive tax planning, forensic accounting, business valuations, and investment management to ensure clients maintain compliance while optimizing financial outcomes. Our community involvement and client-centric approach have earned us long-term trust, with many clients relying on our expertise for over a decade. By handling complex financial obligations, we empower clients to focus on core business growth while benefiting from strategic, personalized financial guidance.
Services
Accounting
Tax Services
Forensic Accounting
Business Valuations
Investment Management
Incorporation Services
Real Estate CPA
Planning & Advisory
Highlights and features
- We offer 25+ years of specialized accounting and tax expertise for real estate professionals.
- Our team holds advanced certifications including CPA, CFF, and ABV designations.
- Proactive tax planning minimizes liabilities while ensuring compliance with evolving regulations.
- Recognized as 'The Real Estate CPA' for tailored services to Realtors and investors.
- Community leadership and client-focused service since our founding in South Florida.
Associations and certifications
- CPA
- CFF
- ABV
- RIA
- Series 66
What people say
Outstanding accountant
Great job
Professional and trustworthy
Highly recommended
Efficient and knowledgeable
Services
Accounting
Our accounting services provide accurate financial tracking and reporting to ensure compliance and informed decision-making. We handle day-to-day bookkeeping, QuickBooks setup, payroll processing, and financial statement preparation for businesses of all sizes. By maintaining precise records, we help clients monitor cash flow, identify growth opportunities, and avoid penalties through timely regulatory filings.
Tax Services
We offer comprehensive tax preparation and strategic planning to minimize liabilities for individuals and businesses. Our services include federal/state returns, expatriate tax filings, audit representation, and year-round tax-saving strategies. Specializing in real estate taxation, we help clients leverage deductions, optimize entity structures, and implement proactive measures to reduce annual tax burdens.
Forensic Accounting
Our forensic accounting team investigates financial discrepancies for legal cases, including fraud detection, marital disputes, and business reorganizations. We analyze records, calculate damages, and present findings in court-ready formats. This service helps attorneys and businesses resolve complex financial issues with expert testimony and detailed reporting.
Business Valuations
We deliver precise business valuations for mergers, acquisitions, and strategic planning. Our analysis considers market conditions, financial performance, and industry-specific factors to determine accurate valuations. These insights support informed decision-making for sales, partnerships, and growth initiatives while meeting standards for legal and financial reporting.
Investment Management
Our investment management services focus on growing and preserving client wealth through personalized portfolio strategies. We assess risk tolerance, financial goals, and market trends to create diversified investment plans. This service includes ongoing monitoring, tax-efficient adjustments, and retirement planning to ensure long-term financial security for individuals and businesses.
People
Don Fallenbaum
Principal
With 25+ years of experience, Don holds a Master of Accounting degree, CPA, CFF, ABV, and Series 66 licenses. He specializes in real estate tax strategy and serves as a Registered Investment Advisor in Florida.
Raquel Mandel
Vice President of Client Relations
Raquel brings extensive client relations expertise, previously owning a top Florida DNA testing company. She manages client services, marketing, and event coordination to ensure exceptional service delivery.
Lori Zawiski
Staff Accountant
Lori holds an MBA and 15+ years of accounting experience. She specializes in tax preparation, bookkeeping, and financial analysis while managing property maintenance operations in Melbourne, FL.
Shaya Theodore
Tax Specialist
Shaya has a decade of tax expertise and is a CPA candidate fluent in four languages. She focuses on individual and small business tax strategies while providing multilingual client support.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, bookkeeping, payroll, financial reporting, and tax compliance services tailored to small businesses.
How can you help real estate professionals with tax planning?
Our specialized real estate CPA services include entity selection, deduction optimization, audit defense, and tax-efficient investment strategies.
Do you offer forensic accounting for legal cases?
Yes, we provide litigation support, fraud investigations, and expert witness services for marital disputes, business reorganizations, and legal matters.
What incorporation services are available for new businesses?
We guide entity selection, handle state/federal filings, and provide ongoing tax strategy for corporations, LLCs, and partnerships.
How do you support real estate investors with tax compliance?
We optimize tax strategies for rental properties, flips, and portfolios, including cost segregation studies and entity structuring.
