Business Details
Certified Public Accountants Serving Houston Businesses & Individuals
Patrick A Falcon PC CPA is a full-service CPA firm serving clients nationwide with over 40 years of experience in Houston. Our expertise includes tax preparation, wealth management, retirement planning, and IRS negotiation, leveraging Patrick Falcon's former IRS background to resolve complex tax issues. We provide personalized financial solutions for individuals and businesses, emphasizing proactive tax planning, accurate financial reporting, and strategic business problem-solving.Our team prioritizes client education, offering tailored guidance on estate planning, investment strategies, and payroll services. With a commitment to transparency and client advocacy, we serve as trusted advisors for tax compliance, audits, and long-term financial security.
Services
Tax Preparation
Wealth Management
Retirement Planning
Payroll Services
Financial Statements
Audits
Business Problem Solving
Highlights and features
- 40+ years of combined experience in tax and accounting services
- Former IRS agent specializing in tax problem resolution
- Personalized financial planning for individuals and businesses
- Comprehensive wealth management and retirement planning expertise
- Free initial consultation to assess client needs
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filing for individuals and businesses. We monitor tax law changes to identify savings opportunities and serve as advocates during IRS audits. Clients receive strategic guidance to minimize liabilities while maximizing refunds through comprehensive documentation and expert analysis.
Wealth Management
We specialize in creating personalized wealth management strategies for long-term financial security. Services include estate planning, investment optimization, and income protection to grow and preserve assets. Our approach integrates tax-efficient solutions tailored to individual and family financial goals.
Retirement Planning
We help clients navigate retirement options like IRAs and 401(k)s, emphasizing early planning and diversified investments. Our expertise includes tax-advantaged strategies to maximize retirement savings while addressing Social Security uncertainties and pension management challenges.
Payroll Services
Our payroll services streamline tax compliance, reporting, and employee payments for businesses. We handle tax filings, wage calculations, and regulatory requirements to reduce administrative burdens. Clients benefit from accurate, timely processing and audit-ready documentation.
Financial Statements
We prepare and analyze financial statements to support business decision-making. Services include compiling reports, conducting audits, and interpreting key metrics to improve profitability. Our focus is on providing actionable insights through accurate, monthly financial tracking and ratio analysis.
People
Patrick A Falcon
Certified Public Accountant
Patrick A Falcon is a former IRS agent with over 40 years of experience in tax resolution and financial planning. He specializes in IRS negotiations, business tax strategies, and retirement planning. His expertise includes minimizing tax liabilities and providing comprehensive accounting solutions for Houston-based and national clients.
Questions
What tax services do you offer for businesses?
We provide business tax preparation, payroll tax solutions, audit support, and strategic tax planning to minimize liabilities while ensuring compliance.
How can you help with IRS tax problems?
Our former IRS agent specializes in resolving tax liens, payment plans, penalty abatements, and audit representation for individuals and businesses.
Do you offer retirement planning services?
Yes, we create customized retirement strategies including IRA/401(k) management, tax-efficient withdrawals, and long-term investment planning.
Are your financial consultations free?
We offer a no-charge initial consultation to discuss your financial needs and determine if our services align with your goals.
Can you assist with business financial statements?
We prepare and analyze financial statements, conduct audits, and provide actionable insights to improve business profitability and decision-making.
Reviews (1)
Richard Williams
May 27, 2019
Report
An accounting firm that genuinely wants to help small business owners! My books were a mess and I knew I needed help, hiring Patrick was the best decision I ever made for my business. He is knowledgeable, reliable and the only accountant you want on your side. Highly recommended!
