Contact us now to learn more about our trust and estate tax services and fiduciary accounting solutions.
Allmon, DiBernardo & Associates CPAs and Wealth Strategists, LLP delivers quality accounting and tax services for trusts and estates. We provide fiduciary accounting services, money-saving tax strategies, and sound financial advice. For individuals who have been appointed as trustees and executors, our tax and accounting support enables them to fulfill their fiscal responsibilities for the trust or estate. When attorneys need a CPA firm they can refer clients to, we work behind the scenes as part of the estate planning process or as a key member of their estate and trust team to control tax liabilities, file tax returns, and prepare the fiduciary accountings.
We also use our expertise as a Certified Tax Coach (CTC) to minimize taxes for high net worth individuals and help them simplify their financial lives. These offerings include tax planning strategies, family office services, and small business accounting solutions.
Contact us now at 310-536-0200 or request a free consultation online to learn more about what we can do for you.
Mike DiBernardo and Michael B. Allmon, CPA are Certified Public Accountants specializing in trust and estates. Their sophisticated tax strategies and fiduciary accounting solutions are born from a wealth of experience.
