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

Meet the Team

  • Pete Gautreau CPA, Managing Partner

  • Danielle Hurtado, Tax Services Manager

  • Kory Fleischman, EA, Tax Specialist

  • Mario Chavez, Tax Manager

  • Joshua Barrera, Tax Intern

  • Cesar Ulloa, Senior Associate