Expert Tax Guidance for a Brighter Financial Future,
Our Story
At Allmon, DiBernardo & Associates CPAs and Wealth Strategists, LLP, we are a boutique CPA firm dedicated to providing sophisticated tax and financial planning solutions to high-net-worth individuals, families, and businesses. With decades of combined experience, our team of experts has a proven track record of helping our clients achieve their financial goals and reduce their lifetime tax bill.
Our Services
We offer a comprehensive range of services designed to meet the unique needs of our clients. Our services include:
Income Tax Reduction: We provide expert guidance on income tax planning and preparation, helping our clients minimize their tax liability and maximize their financial gain.
Estate Tax Elimination: We work closely with our clients to develop effective estate planning strategies that ensure the preservation of their wealth for generations to come.
Business Planning: We offer customized business planning and consulting services to help entrepreneurs and business owners achieve their goals and improve their bottom line.
Thought Leadership
As thought leaders in the accounting and financial planning industry, our team is committed to staying ahead of the curve, constantly updating our knowledge and skills to ensure our clients receive the best possible service.
Our Team
Our team is composed of experienced professionals who are passionate about providing exceptional service and delivering results-driven solutions. Our team includes:
Michael DiBernardo, CPA, MST: With over a decade of experience, Michael is a certified public accountant specializing in tax and accounting solutions for small businesses. He is also a certified tax coach, highly skilled in tax planning and strategy development.
Michael Allmon, CPA: With over 35 years of experience, Michael is a seasoned tax and financial planning expert with a master's degree in business taxation from the University of Southern California. He has extensive experience in tax planning and preparation, estate planning, and financial planning.
Bryce Falcon, CPA, MBT: Bryce rejoined our team in 2020, bringing with him extensive experience in tax and financial planning, having worked with numerous clients, including partnerships, corporations, and high-net-worth individuals and families.
Why Choose Us
At Allmon, DiBernardo & Associates CPAs and Wealth Strategists, LLP, we pride ourselves on our commitment to:
Timely Communication: We believe that effective communication is key to building strong relationships with our clients.
Comprehensive Approach: We take a comprehensive approach to tax planning, considering every aspect of our clients' financial situation and providing tailored solutions to meet their unique needs.
Proactive Support: We are dedicated to providing proactive support throughout the year, keeping our clients informed and prepared for any changes in tax laws and regulations.
Expert Guidance: We offer expert guidance and strategic planning to help our clients achieve their financial goals and reduce their lifetime tax bill.
Get a Free Consultation
We understand that every client's situation is unique, which is why we offer personalized consultations to discuss your specific needs and goals. Contact us today to schedule your consultation and take the first step towards achieving your financial aspirations.
Accounting Services Review Summary
Positive Experience
The reviewers have had overwhelmingly positive experiences with DiBernardo & Company. They praise the company's accounting professionals, led by Michael DiBernardo, for their expertise, attention to detail, and commitment to their clients' financial well-being. Reviewers appreciate the proactive tax planning, knowledgeable guidance, and personal approach provided by the company.
Negative Comments Absent
There are no negative comments or criticisms about DiBernardo & Company's services or staff.
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