Business Details
27 Years
experience
Your Trusted Partner for Tax & Financial Planning Solutions
Allmon, DiBernardo & Associates combines expertise and strategy to build and protect client legacies. Founded in 1999 and merged in 2020, we specialize in personalized accounting, tax planning, and wealth preservation services for high-net-worth families, individuals, and businesses. Headquartered in Manhattan Beach, CA, with offices across California, we serve clients nationwide. Our proactive approach minimizes tax liabilities through multi-state planning, capital gains strategies, and asset protection.We offer white-labeled tax services for family offices and financial advisors, ensuring discreet, reliable solutions. Our team prioritizes long-term relationships, aligning strategies with client goals year-round. With decades of combined experience, we deliver tailored solutions that preserve wealth and secure financial futures. Our commitment to innovation and client-centric service has earned us recognition from satisfied clients nationwide.
Services
Tax Planning
Exit Planning
Capital Gains Planning
Income Tax Planning
Estate Planning
Business Planning
Accounting
Bookkeeping
Outsourced CFO Services
Budget Forecasting
Details
- Year established: 1999
Highlights and features
- We offer over 35 years of combined experience in tax planning for high-net-worth clients.
- Our team implements patented capital gains strategies reducing liabilities to zero.
- We provide 24/7 personalized support for nationwide clients.
- Our white-labeled tax services eliminate in-house liability for family offices.
- We guarantee proactive year-round tax strategy development.
What people say
Unparalleled expertise
Sincere caring
Tax savings
Family-like service
Holistic approach
Services
Tax Planning
Our tax planning services develop customized strategies to minimize liabilities through multi-state compliance, capital gains optimization, and income tax reduction. We serve high-net-worth individuals and businesses seeking to preserve wealth while ensuring regulatory compliance. Our proactive approach reduces tax exposure by at least 60%, often eliminating liabilities entirely.
Estate Planning
Estate planning services create tax-efficient frameworks for transferring wealth across generations. We specialize in complex assets like real estate portfolios and business interests using trusts, charitable giving, and life insurance strategies. Our solutions protect assets from estate taxes while preventing family disputes over inheritance.
Exit Planning
Exit planning services guide business owners through tax-optimized transitions via sales, family transfers, or equity transitions. We implement basis-shifting strategies that reduce tax burdens to zero while maximizing after-tax proceeds. Our services cover succession planning, valuation optimization, and deal structure negotiations.
Capital Gains Planning
Capital gains planning minimizes tax exposure from asset sales through basis maximization, 1031 exchanges, and state-specific deferral techniques. We serve real estate investors, business owners, and shareholders seeking to optimize proceeds from property sales, stock liquidations, or business exits.
Business Tax Services
Business tax services include entity restructuring, profit-shifting strategies, and compliance management for corporations and LLCs. We specialize in reducing effective tax rates for seven-figure revenue businesses through S-corp conversions, depreciation planning, and operational expense optimization.
People
Michael B. Allmon
CPA
With 35+ years of experience, Michael specializes in tax and estate planning for high-net-worth clients. He holds a Masters in Business Taxation from USC and previously served on CalCPA committees. Active in the Manhattan Beach community, he focuses on creating tax-efficient frameworks for wealth preservation.
Michael DiBernardo
CPA, MST
A Certified Tax Coach with expertise in business tax solutions, Michael graduated Summa Cum Laude from UCLA. He specializes in identifying tax credits and deductions for small businesses while maintaining compliance with federal regulations through strategic planning frameworks.
Bryce Falcon
CPA, MBT
Bryce provides comprehensive tax and financial planning for high-net-worth individuals, including corporate executives and entertainment industry professionals. With a Masters in Business Taxation from USC, he develops integrated strategies combining tax optimization with estate planning requirements.
Dale Jellison
Accountant
Dale manages day-to-day accounting operations with 25 years of experience in real estate and corporate finance. He specializes in bookkeeping systems implementation and financial forecasting for businesses transitioning from manual to digital accounting platforms.
Jocelyn Nunez
Office Administrator
Jocelyn oversees office operations and client communications while pursuing advanced accounting education. She ensures seamless administrative support for the firm's professional services team through organized workflow management systems.
Questions
How early should business exit planning begin?
We recommend starting 3-5 years before your planned exit to implement tax-efficient strategies that maximize after-tax proceeds from business sales.
What tax savings can clients expect?
Our strategies reduce tax liabilities by at least 60%, often eliminating them entirely through customized planning frameworks tailored to individual financial situations.
Do you serve out-of-state clients?
Yes, we provide nationwide services with expertise in state-specific tax regulations, particularly for California's high capital gains tax environment.
What accounting services are included?
We offer bookkeeping, outsourced CFO services, budget forecasting, and strategic business advisory alongside our core tax planning solutions.
How are complex assets handled in estate planning?
We use irrevocable trusts, charitable remainder trusts, and generation-skipping strategies to protect real estate portfolios, business interests, and alternative investments across generations.
