ABOUT US
Falcon Wealth Tax Services is a Southern California CPA Firm that offers a wide range of tax and accounting services.
We have over 25 years of public accounting experience. Our President, Pete Gautreau, has served in national and local CPA firms throughout his career. He is leading our efforts to integrate tax and retirement strategies for high wealth individuals and small business owners.
SERVICES
Personal Taxes
-Individuals
-Fiduciaries
-Estates & Trusts
-Gift Taxes
-Multi-state
Tax Planning
-Strategic Forecasting
-Retirement Plan Opportunities
-Tax Rate Management
-Attribute Staging
-Tax Reform Act Education
Business Taxes
-S Corporations
-Partnerships
-LLCs
-Corporations
-Self Employed
Audit and Accounting
-Financial Audits
-Reviews
-Compilations
-Financial Statement Preparation
-Pension Audits
Interim Staffing
-Bookkeeping
-Controllership
-Interim CFO
-Staff Recruitment
-Profit Enhancement
Tax Audit Representation
-Income Tax Audits
-Dispute Resolutions
-Sales Tax Audits
-Property Tax Audits
-Amendments