Simplify Your Taxes. Maximize Your Refunds. Plan With Confidence.

Personal Taxes

• Federal and state returns
• Stock compensation (RSUs, ESPPs, ISOs)
• Rental property tax strategy
• Trusts, estates, and gift tax filings
• IRS letters and tax issue resolution
• Withholding reviews and projections

Business Taxes

• S-Corp and Partnership returns
• Reasonable compensation analysis
• Payroll planning and retirement plan strategy
• Entity selection and restructuring
• Multi-entity real estate planning
• Year-end tax projections
• Bookkeeping cleanup and QuickBooks setup

Tax Planning

• Quarterly and annual projections
• PTE tax planning
• Retirement plan optimization (Solo 401k, SEP, Defined Benefit)
• 1031 and DST guidance
• Multi-year forecasting
• Strategies for high-income earners, real estate investors, and entrepreneurs.

Why Clients Choose Falcon Tax & Consulting

We’ll review your prior filings at no cost and outline a clear plan forward.

  • Over 40 years of public accounting experience

  • Integrated planning with Falcon Wealth for complete financial coordination

  • Specialized expertise in small businesses, S-Corps, real estate, and high-wage earners

  • Dedicated support with a proactive, year-round approach

     

Book Your Consultation