Business Details
27 Years
experience
Trusted Tax and Accounting Services for Wealth Preservation
Allmon, DiBernardo & Associates combines expertise and strategy to build and protect your legacy. Founded in 1999 and merged in 2020, we have spent decades perfecting bespoke strategies that align with clients' financial goals, helping maximize wealth retention. Headquartered in Manhattan Beach, CA, with offices across California, we serve clients nationwide, offering proactive accounting, tax planning, and wealth preservation services. Our team specializes in white-labeled tax solutions for family offices and financial advisory firms, ensuring discreet, reliable strategies that preserve wealth and secure long-term success.We build lasting relationships by deeply understanding clients' financial aspirations, whether expanding real estate portfolios or preparing for family futures. Our proactive approach develops creative tax and wealth strategies year-round, from multi-state tax planning to capital gains strategies and asset protection, minimizing liabilities and preserving wealth.
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 decades of experience in tax planning for high-net-worth clients.
- Our strategies reduce tax liabilities by at least 60%, often eliminating exposure.
- We provide holistic financial solutions aligning business and personal goals.
- Our team includes CPAs with expertise in estate and capital gains planning.
- We deliver proactive, year-round tax and wealth management strategies.
What people say
Exceptional tax expertise
Personalized financial guidance
Proactive planning approach
Detailed budget insights
Long-term client relationships
Services
Tax Planning
Our tax planning services develop proactive strategies to minimize liabilities by at least 60%, often eliminating exposure entirely. We create personalized plans aligned with long-term financial goals, leveraging deductions, credits, and structuring techniques. Clients benefit from year-round planning that safeguards wealth and ensures compliance across jurisdictions.
Estate Planning
Estate planning services craft customized frameworks to limit taxes and enable smooth wealth transfers. We design trusts and structures that protect assets while addressing heirs' financial responsibilities. Our approach ensures clients' legacies are preserved and distributed according to their wishes without tax burdens.
Outsourced CFO
Outsourced CFO services provide high-level financial expertise without in-house costs. We guide cash flow management, investment decisions, and long-term planning to drive profitability. Clients gain strategic insights for growth while maintaining operational agility and financial clarity.
Capital Gains Planning
Advanced capital gains planning minimizes tax liabilities through techniques like cost segregation and installment sales. We structure solutions beyond standard 1031 exchanges, enabling clients to reinvest profits and grow wealth. Strategies focus on maximizing returns from asset sales and business transitions.
Business Planning
Business planning aligns corporate strategies with personal financial goals using tax-efficient structures. We develop growth-focused frameworks that enhance profitability while preserving wealth. Services include entity restructuring, succession planning, and operational optimization to ensure sustainable business success.
People
Michael DiBernardo
CPA
Michael DiBernardo is an intelligent, detail-oriented professional with expertise in tax planning and financial advisory. He provides personalized guidance to high-net-worth clients, ensuring strategic wealth preservation and compliance.
Michael B. Allmon
CPA
Michael B. Allmon brings extensive accounting experience to complex tax and business planning. He specializes in creating customized solutions for business owners and real estate investors seeking long-term financial stability.
Bryce Falcon
CPA, MBT
Bryce Falcon specializes in multi-jurisdictional tax compliance and wealth preservation strategies. His expertise in international tax planning helps clients navigate complex regulatory environments while minimizing liabilities.
Questions
What tax planning services do you offer?
We provide exit planning, capital gains strategies, income tax optimization, estate planning, and business tax structuring tailored to high-net-worth clients.
How do you reduce tax liabilities by 60%?
Through advanced techniques like entity restructuring, trust frameworks, and strategic deductions that align with federal and state tax codes.
Do you serve clients outside California?
Yes, we serve clients nationwide with virtual consultations and customized solutions for multi-state tax compliance.
What accounting services are included?
Services include bookkeeping, outsourced CFO support, budget forecasting, and strategic business advisory for financial clarity and growth.
How does estate planning work?
We create customized trusts and transfer frameworks that minimize estate taxes while ensuring responsible wealth distribution across generations.
