Team
The Real Estate CPA
We are a full-service CPA and wealth management firm located in South Florida. We employ the latest technologies and are not limited by geographic location. We welcome and serve clients throughout Florida, the United States, and abroad and are well versed in international taxation and transactions. Focus on what you do best and leave the rest to us!
OUR MISSION…
Our Passion, and our Pledge
Our Client’s
PEACE OF MIND
Who We Are…
Firm’s Principal
Don Fallenbaum, M.Acc, CPA/CFF/ABV
- 1994 – M.Acc. – Master of Accounting Degree
- 1997 – CPA – Certified Public Accountant
- 2003 – Serries 66 – Uniform Combined State Law Examination
- 2010 – RIA –Registered Investment Advisor
- 2016 – CFF. – Certified in Financial Forensics
- 2017 – ABV –Accredited in Business Valuations
- 2021 – U.S. International Tax Certificate
- Community Service:
Past Chair, Treasurer – Sunrise Chamber of Commerce
Past Chair, Treasurer – Tamarac Chamber of Commerce
Past V. Chair, Small Business Advisory Board – City of Sunrise
Former City Commissioner – City of Sunrise
Former member, Economic Advisory Board – City of Sunrise
Former member, Planning & Zoning Board – City of Sunrise
Inaugural member – Tamarac Kiwanas Club
Staff Team
Raquel Mandel
Vice President of Client Relations
Raquel has joined our team as the V.P. of Client Relations. She has extensive experience in this area as she owned and operated her own business which became one of the most successful DNA testing companies in Florida. Her company was purchased by the largest worldwide DNA testing company where she stayed on as an employee for the last 10 years. During her tenure she developed and collaborated with many local businesses leading the Florida satellite office to become the company’s top producer. Her role at our firm includes managing and coordinating sponsored events, marketing, and client liaison to ensure our clients are experiencing top of the line client services and experiencing “Peace of Mind”.
Lori Zawiski, MBA, CAM
Staff Accountant – Bookkeeping Specialist
Lori started with the firm in February 2021 as a staff accountant and executive assistant. She collaborates with Don to analyze and complete clients’ taxes, bookkeeping, and accounting. She earned her Bachelor’s Degree and her Master’s degree in Business Administration from the University of Pheonix, and is no stranger to the accounting industry. Prior to joining Don’s firm, she worked at a prior CPA firm for over 15 years. Lori now uses her previous experience in helping this firm’s clients and contributing to its success. When Lori is not working with Don, she is managing properties across Melbourne, FL overseeing the maintenance and upkeep of residential properties for tenant satisfaction.
Shaya Theodore, BS-Accounting
Staff Accountant – Tax Specialist
With over 10 years of experience as a tax accountant, Shaya Théodore specializes in providing comprehensive tax services to individuals and small businesses. As a CPA candidate, she is dedicated to staying at the forefront of industry knowledge and offering clients the highest level of service. Her passion lies in helping clients achieve financial success by simplifying complex tax processes and offering tailored, strategic guidance. Shaya is committed to delivering personalized solutions that not only ensure compliance but also optimize financial outcomes. Outside of work, Shaya enjoys spending time with family, practicing Pilates, cooking, traveling, and exploring new restaurants. She is fluent in English, Spanish, French, and Haitian Creole, enabling her to serve a diverse range of clients. Her mission is to provide responsive, reliable tax services that give clients peace of mind and empower them to grow their financial future.
WHAT WE DO…
- Real Estate Specialty
- Personal & Business Tax and Accounting
- International Taxation
- Entity Set-ups & Business Structures
- 1031 Exchanges & FIRPTA
- Forensics & Valuations
- Business Purchase Due-Diligence
- Investment Management
- Proactive Business & Personal Tax and Financial Planning
What To Expect
Accessibility
Prompt response to our clients
is our highest priority.
Flexible office hours
In-person, Video conference, early mornings, after hours and weekends
Flexible
communication
By phone, in-person, web-video, text, social media messaging.
Secure & efficient
documents/information exchange in person, mail, secure encrypted email, or via our secure client portal system.
State-of-the-art technology and cyber security
the security and safe-guarding of your sensitive information is of vital importance and priority.
Honest and integrity
we don’t always tell you what you want to hear, but we tell you what to expect, manage expectations, and your realistic options.
OUR ASK, HOW WE CAN HELP…
- I am new to the area and need a new CPA/Tax Advisor
- I just started a new business…what do I do now?
- I am a non-resident alien...what do I need to know ?
- I am planning on selling an investment property...what are my options to save on tax?
- I keep on getting these pesky letters from the IRS and changes to my tax filings.
- I can never get my CPA to get back to me timely.
- I normally file my own taxes, but things are more complicated now.
- I need proactive strategic advice not just year-end tax filings.
HOW TO GET STARTED
- I am new to the area and need a new CPA/Tax Advisor
- I just started a new business…what do I do now?
- I am a non-resident alien...what do I need to know ?
- I am planning on selling an investment property...what are my options to save on tax?
- I keep on getting these pesky letters from the IRS and changes to my tax filings.
- I can never get my CPA to get back to me timely.
- I normally file my own taxes, but things are more complicated now.
- I need proactive strategic advice not just year-end tax filings.
THE Real Estate CPA
Your friends, family and colleagues will be treated with the utmost respect and care. You will have Peace of Mind that they are being looked after and they will have the Peace of Mind that they have a trusted advisor in their corner!