Income Tax Planning Services

Allmon, DiBernardo & Associates minimizes income tax exposure with proactive strategies and sound solutions.

Grow and Protect Your Wealth With Strategic Tax Planning Solutions

What’s the actual cost of pervasive taxes on your hard-earned income? Without insightful tax planning for your small business or large enterprise, taxes can severely impact your financial stability and long-term goals. Allmon, DiBernardo & Associates’ income tax planning services are designed to safeguard your wealth. Through customized, proactive strategies, we ensure you don’t pay unnecessary taxes and instead enjoy the rewards of your success. Our bespoke approach protects your income while securing a comfortable future for you and your family, allowing you to grow and preserve your wealth for generations.

  • Keep More of What You’ve Earned

    Taxes can erode your hard-earned income and financial situation. Allmon DiBernardo’s strategic tax planning services go beyond standard deductions to create individualized solutions aimed at reducing your liabilities by at least 60%, with the ultimate goal of bringing exposure to zero.

  • Secure and Preserve Your Wealth

    Our personalized approach reduces tax burdens while preserving your wealth. We help you secure a financially stable future that aligns with your current financial plan while supporting long-term growth and healthy retirement accounts

  • Future-Proof Your Tax Planning Strategy

    With forward-thinking tax planning services, Allmon DiBernardo prepares you for future business income streams, creating long-term tax efficiency that ensures you keep more of what you earn.

Ready to Minimize Your Tax Bill? Schedule a Consultation Today

Without well-crafted tax planning, excessive and unnecessary taxes drain your wealth and what you hope to pass on to heirs. Start your journey toward minimizing your tax exposure by discussing Allmon DiBernardo’s bespoke tax planning solutions during an initial consultation.

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Case Study: A Look at the Results of Our Forward-Thinking Tax Planning Services

For nearly four decades, Allmon DiBernardo has provided high-net-worth individuals and families, real estate investors, and business owners with tailored plans that reduce tax exposure and maximize growth opportunities. This case study highlights how our customized tax planning services transformed a client’s financial landscape.

Problem Our Client Faced

A successful family business was burdened by paying $3 million in taxes on $6 million in net income. This high tax liability severely limited the small business owner’s ability to reinvest in it and maintain a competitive edge, hindering long-term growth and financial flexibility.

Solution We Implemented

Allmon DiBernardo recommended restructuring the business from an LLC to an S-Corp, drastically reducing tax liabilities. Additionally, we facilitated the purchase of their operating building, turning a recurring expense into a valuable asset and strengthening their financial portfolio and business structure.

Results of Our Strategy

The client’s annual tax liability was reduced by $2 million, allowing for reinvestment into business operations. Acquiring the building further enhanced their financial stability and competitive advantage, positioning the business for sustained growth and long-term success.

Frequently Asked Income Tax Planning Questions

The best time to start income tax planning is as early as possible. Proactive planning allows the Allmon DiBernardo team to implement strategies that significantly reduce your tax burden over the long term. By engaging early, you’ll benefit from more options, such as deferring income, optimizing deductions, and adjusting your financial structure for greater tax efficiency. Starting early also ensures that your tax plan aligns with your business’s future growth and evolving financial goals, maximizing tax savings year after year.

Our customized income tax planning focuses on four key elements: implementing deferred income strategies, such as profit-sharing and retirement contributions, to reduce taxable income; structuring your business for optimal tax treatment; optimizing income shifting between business and personal accounts to lower effective tax rates; and ensuring comprehensive compliance with changing tax laws, especially regarding deductions, depreciation, and state and federal tax exposure. Allmon DiBernardo tailors each strategy to minimize your tax burden while maximizing financial growth and stability.

In addition to income tax planning, we provide a full suite of tax planning services, including capital gains tax strategies, estate tax planning, and business succession planning. Our team creates customized, proactive plans to minimize your tax exposure, whether you’re selling assets, passing on wealth, or navigating complex tax regulations. We tailor each service to align with your unique financial goals, ensuring comprehensive tax efficiency and wealth preservation throughout your business and personal financial journey.

Let’s Discuss Your Income Tax Planning Service Needs

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