Tax planning in plain English, from a Houston CPA who used to work for the IRS.
Tax preparation, planning, bookkeeping, wealth management, and IRS problem resolution from Patrick A. Falcon PC CPA in Houston, Texas.
Tax Preparation & Tax Planning
We monitor the changes in the tax law that affect you and recommend tax saving strategies. We will file all your tax returns and serve as your advocate in all tax matters. If you are contacted by any government agency concerning your tax matters, your first call should be to us.
Explore Tax Preparation & Tax PlanningBusiness Advisory
Guidance on business entity choice and related cash-flow consequences.
Explore Business AdvisoryWealth Management Advisory
We offer comprehensive wealth management advisory and implementation. Securities and advisory services offered through Cetera Wealth Services, LLC, member FINRA / SIPC.
Explore Wealth Management AdvisoryRetirement & Pension Plans
Retirement and pension plan design for individuals and businesses, including deferring tax liability through certain investment choices and pension plan contributions.
Explore Retirement & Pension PlansFinancial Statements
Compiled financial statements that you and your lender can rely on.
Explore Financial StatementsBookkeeping & Records
Bookkeeping is the recording of all financial transactions undertaken by an individual and/or their business entity. We keep your records current and ready for tax time or a lender.
Explore Bookkeeping & RecordsWhat to do when the IRS sends a notice
A notice does not always mean you owe more. Here is a practical first response that keeps the situation from becoming harder.
Read What to do when the IRS sends a noticeWays to think about tax planning
Tax planning is the strategic analysis and organization of financial activities to minimize tax liability legally while supporting long-term financial goals.
Read Ways to think about tax planningBookkeeping that helps you run the business
Good records are not just for tax filing. They show you what the business is doing.
Read Bookkeeping that helps you run the businessFrequently asked questions
When should I call about an IRS notice?
As soon as you receive it. Note the response date, keep the envelope and every page, and contact us before agreeing to a change or sending an incomplete response.
Do I need tax planning if my return is already prepared?
Tax preparation explains what happened. Planning looks ahead while you still have choices about income, deductions, retirement contributions, and estimated payments.
Do you work with individuals and businesses?
Yes. We serve individuals, small businesses, and wealth-management clients, and we can coordinate the tax and financial questions that overlap.
Is the initial consultation free?
Yes. Call the office or use the secure contact form for a no-charge, no-obligation initial conference to discuss your situation and determine how we can help.