Fallenbaum CPA & Advisors in Plantation, FL

Fallenbaum CPA & Advisors is a Plantation-based CPA and wealth management firm providing accounting, tax, advisory, business valuation, forensic accounting, investment management, incorporation, and specialized real estate services.

Led by Don Fallenbaum, M.Acc, CPA/CFF/ABV, the firm works with small and medium-sized businesses while maintaining a particular focus on Realtors, real estate brokerages, and real estate investors. The firm's website describes Don as “The Real Estate CPA.” 

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About Fallenbaum CPA & Advisors

Fallenbaum CPA & Advisors is a full-service CPA and wealth management firm based in Florida. Although the office is located in Plantation, the firm says it uses technology to serve clients throughout the United States and internationally.

Its services extend well beyond annual tax preparation. Fallenbaum works with individuals, entrepreneurs, business owners, real estate professionals, and investors on accounting, taxes, planning, valuations, financial forensics, investment management, and other financial matters.

The Greater Plantation Chamber of Commerce also lists Fallenbaum CPA & Advisors as a Plantation CPA and full-service CPA and wealth management firm.

Readers looking for other local accounting professionals can also browse the Plantation Accounting Directory.

Meet Don Fallenbaum

Don Fallenbaum is the principal of Fallenbaum CPA & Advisors and holds the professional credentials M.Acc, CPA/CFF/ABV.

His credentials and the firm's services reflect a practice that goes beyond conventional bookkeeping and tax filing. Fallenbaum provides specialized services involving financial forensics and business valuations in addition to tax, accounting, and advisory work.

For local business owners, having these services within a Plantation-based firm can be particularly useful when financial questions become more complex than routine accounting.

The Real Estate CPA

Real estate is one of Fallenbaum CPA & Advisors' most distinctive areas of specialization.

The firm identifies Don as “The Real Estate CPA” and specifically works with Realtors, real estate brokerage offices, and real estate investors.

Real estate professionals can face financial questions involving commissions, expenses, business entities, investments, tax planning, and recordkeeping. Investors may have additional considerations involving property ownership structures and tax strategy.

Fallenbaum's real estate practice is designed around these industry-specific needs rather than treating real estate professionals exactly like every other small-business client.

For more local property coverage, explore Plantation Real Estate and our Plantation Neighborhoods & Communities guides.

Accounting Services

Fallenbaum provides accounting services for small and medium-sized businesses.

The firm's stated approach is to manage accounting and recurring tax responsibilities so business owners can concentrate on operating their companies while maintaining accurate books and staying current with compliance deadlines.

Reliable accounting can also give business owners a clearer understanding of revenue, expenses, profitability, and the overall financial condition of their company.

Plantation business owners looking for other professional services can browse the broader Plantation FL Business Directory.

Business & Personal Tax Services

Fallenbaum CPA & Advisors provides both business and personal tax preparation, along with proactive tax planning.

There is an important distinction between the two.

Tax preparation generally focuses on accurately reporting financial activity that has already occurred. Tax planning is more forward-looking, allowing clients and their advisors to consider potential tax implications before important financial or business decisions are finalized.

That can be particularly valuable for business owners, Realtors, investors, and individuals with more complicated financial situations.

Forensic Accounting

Fallenbaum also offers forensic accounting services, including litigation support, expert witness work, litigation consulting, and forensic accounting consulting.

Forensic accounting may become necessary when financial records need to be examined in connection with a dispute, litigation, suspected financial irregularities, or other situations requiring deeper financial analysis.

Don Fallenbaum's CFF — Certified in Financial Forensics — credential complements this part of the firm's practice.

Business Valuation

Another specialized service available through Fallenbaum is business valuation.

Business owners may need a professional valuation when considering a sale, ownership transition, litigation matter, succession strategy, or other significant financial event.

Don's ABV — Accredited in Business Valuation — credential is particularly relevant to this area of the firm's work.

This combination of accounting, forensic work, and valuation services allows Fallenbaum to assist businesses with financial situations that extend beyond normal tax compliance.

Planning & Advisory Services

Fallenbaum CPA & Advisors also provides personalized planning and advisory services based on a client's financial condition, business needs, and future goals.

For business owners, an advisory relationship can be useful because the accountant already has visibility into the financial side of the company.

Instead of looking only at historical numbers, planning and advisory work can help clients think more strategically about what comes next.

Investment Management

Investment management is another service offered by Fallenbaum CPA & Advisors.

The firm describes itself as both a CPA and wealth management firm, providing professionally managed investment portfolios alongside its accounting and advisory services.

That broader structure may appeal to clients who prefer to coordinate multiple areas of their financial life rather than treating accounting, taxes, business planning, and investments as completely separate matters.

Starting a Business in Plantation?

Fallenbaum also provides incorporation services for people establishing new businesses.

The firm says it helps entrepreneurs establish an appropriate structure and build a foundation for future growth.

Entity structure can have important accounting and tax implications, so involving a CPA early in the process can help entrepreneurs understand the financial responsibilities associated with operating their new company.

If you're starting or growing a local business, the Plantation FL Business Directory can also help you find local attorneys, contractors, Realtors, marketing companies, and other professional services.

A CPA Firm Based in Plantation

One reason Fallenbaum is particularly relevant to Trending Plantation FL is simple: the firm is actually located in Plantation.

The Greater Plantation Chamber of Commerce lists the business at:

300 South Pine Island Road, Suite 260Plantation, FL 33324

The Chamber identifies Don Fallenbaum as the firm's CPA contact and lists the company in its Accountant–CPA category.

Being locally based can be valuable for Plantation residents and business owners who prefer having the option of working with a financial professional within their own community.

View Fallenbaum's Plantation Chamber listing

Why Consider Fallenbaum CPA & Advisors?

Fallenbaum stands out primarily because of the breadth of financial services offered through one firm and its specialized real estate expertise.

Its services include accounting, personal and business taxes, forensic accounting, business valuations, planning and advisory services, investment management, incorporation services, and specialized accounting for real estate professionals and investors.

For Plantation Realtors and property investors in particular, Don Fallenbaum's focus on the real estate industry gives the firm a more specialized positioning than a general tax-preparation practice.

The Plantation location is another advantage for people who specifically want to work with a locally based CPA firm.

Contact Fallenbaum CPA & Advisors

Fallenbaum CPA & Advisors LLC300 S Pine Island Rd, Suite 260Plantation, FL 33324

Phone: (954) 615-4272Email: don@fallenbaumcpa.com 

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Looking for Accountants in Plantation?

Fallenbaum CPA & Advisors is one of several accounting and tax professionals serving the Plantation community.

Use our Plantation Accounting Directory to discover additional local accountants, CPAs, and tax professionals.

For other local services, browse the Plantation FL Business Directory, or discover more businesses through Featured Companies in Plantation.