Falcon Wealth Tax Services is a subsidiary of Falcon Wealth Planning.
Our seasoned CPAs and Enrolled Agents are here to simplify the tax process and ensure every detail is managed precisely.
With over 25 years of public accounting expertise, we specialize in blending tax planning with retirement strategies.
Leave the complexities to us and gain the confidence of knowing your financial well-being is our priority.
Our Services
Tax Planning
strategic Forcasting
Retirement Plan Opportunities
Tax Rate Management
Attribute Staging
Tax Reform Act Education
Personal
Tax
Individuals
Fiduciaries
Estates & Trusts
Gift Tax
Multi-state
Tax Planning
strategic Forcasting
Retirement Plan Opportunities
Tax Rate Management
Attribute Staging
Tax Reform Act Education
Meet the Team
Pete Gautreau CPA, Managing Partner
Danielle Hurtado, Tax Services Manager
Kory Fleischman, EA, Tax Specialist
Mario Chavez, Tax Manager
Joshua Barrera, Planning Intern
