Tax Planning Services

Allmon, DiBernardo & Associates delivers custom tax strategies that build lasting wealth.

Create a Tax-Efficient Path to Financial Freedom With a Proactive and Cohesive Approach

Are you confident your current tax strategy is protecting your wealth and your business’s financial well-being for the future? To achieve financial freedom, you need unified, forward-thinking tax planning services personalized to meet your unique needs. At Allmon, DiBernardo & Associates, we deliver tax services with foresight, crafting bespoke solutions designed to align with your long-term objectives. Our methodologies aim to reduce tax liabilities by at least 60%, often eliminating them altogether. When you choose us as your tax planner, you can rest assured your wealth is safeguarded for generations to come.

Refine Your Financial Strategy With Our Comprehensive Tax Planning Services

Allmon DiBernardo’s integrated tax services ensure every aspect of your business’s finances are protected, optimized, and positioned for long-term growth.

  • Exit Planning

    Allmon DiBernardo’s exit planning strategies ensure a smooth transition while minimizing tax liabilities, whether you’re selling to a third party or transferring ownership to heirs.

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  • Capital Gains Planning

    Our advanced capital gains tax planning solutions reduce your liabilities, often bringing them to zero, allowing you to keep more from asset sales and business transitions.

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  • Income Tax Planning

    Allmon DiBernardo crafts personalized income tax plans that go beyond standard deductions,
    reducing your overall tax exposure while maximizing financial growth.

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  • Estate Planning

    We develop tailored estate planning techniques that protect your wealth and ensure your heirs are unburdened by estate taxes.

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  • Business Planning

    Allmon DiBernardo’s business planning services create long-term financial strategies that enhance profitability, minimize taxes, and ensure sustainable business success.

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Schedule a Consultation Today to Protect Your Wealth and Achieve Lasting Success

Your hard work and success deserve to be rewarded and protected with strategic tax planning services. Create a tailored structure that aligns with your unique goals and sets you up for long-term prosperity.

Secure My Future

Case Study: What To Expect With Allmon DiBernardo as Your Tax Planner

Allmon DiBernardo has provided high-net-worth individuals, business owners, and real estate investors with tailored plans that reduce tax exposure and maximize growth opportunities for nearly four decades. This case study highlights how our customized tax planning services transformed our clients Tim and Pam’s (names changed for confidentiality purposes) financial landscape.

Problem Our Client Faced

Tim and Pam, with a $10.7 million estate, sought estate planning expertise to reduce tax exposure and ensure the responsible management of wealth across generations. They also required consulting for family business transitions and inheritance planning.

Solution We Implemented

Allmon DiBernardo conducted an in-depth assessment of the family’s financial situation and worked closely with their attorney to create a series of trusts. These trusts were designed to preserve wealth while addressing Tim and Pam’s concerns for their heirs’ financial responsibility. One trust was dedicated to basic living expenses, another for leisurely distributions, and a third for their education.

Results of Our Strategy

The Allmon DiBernardo team’s strategic tax and estate planning eliminated Tim and Pam’s estate tax burden entirely. The trusts established ensured that their $10.7 million estate would be preserved and managed responsibly across generations, ensuring their family’s financial stability and continued prosperity. Through this proactive planning, Tim and Pam secured their legacy without compromise, providing their heirs with long-term financial security.

Becoming a Client: Our Streamlined 3-Step Process

  • 1. Schedule a Consultation and Submit Documents

    After you request a consultation, we’ll send a follow-up email to gather key tax documents. Once we receive them, we’ll schedule a planning call tailored to your needs.

  • 2. Consultation & Tax Strategy Review

    During your consultation, we’ll analyze your current tax situation and identify the best opportunities for tax optimization, aligning with your immediate and long-term financial goals.

  • 3. Proposal Preparation

    Following our consultation, we’ll present a comprehensive proposal detailing your potential tax savings and the bespoke strategies Allmon DiBernardo recommends.

Let’s Discuss Your Tax Planning Service Needs

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