Your strategy-focused, forward-looking tax partner.
Sophisticated tax and financial planning for high-net-worth families and successful businesses
get a free consultation

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We're a boutique CPA firm specializing in financially successful clients.

Tax planning, tax reduction, preparation & filing, and more to fit your unique needs

Powerful, proactive
tax planning.

Tax planning, tax reduction, preparation & filing, and more to fit your unique needs

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Forward-looking planning

Reducing taxes is all about preparing for the future. While we offer tax preparation & filing, our clients find that most of the value in working with us comes from significantly reducing their lifetime tax bill

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Timely communication

Communication is at the heart of good relationships. We reach out when necessary and provide proactive support throughout the year so you're always in the loop.

PLUS

A comprehensive approach

From annual tax planning to estate planning coordination, we're here to help make taxes less stressful.

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OUR PROCESS

How to become a tax client

1

Complete tax questionnaire

Before meeting, you'll complete a short questionnaire that will help us get a better understanding of your situation. You'll also upload relevant tax documents to our online portal so that we can review & be prepared for our call.

Required documents will depend on your situation, but oftentimes include:

• 3 most recent years of individual tax returns with states

• 3 most recent years of individual tax returns with states

• Online accounting file for business(es) or prior year & current year-to-date financial statements

• Business entity creation documents filed with the state - Articles of Incorporation, Partnership Agreement, etc.

• Depreciation schedules, if not included in business tax returns

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2

We'll review your responses & schedule a review call

After completing the questionnaire and form submission, we'll reach out to schedule your free consultation. In this meeting, we review your situation together and walk through how Allmon, DiBernardo, & Associates may be able to assist.

After this meeting, we'll create a proposal that includes breakdowns of potential tax savings (below) & a list of our services:

3

We'll prepare recommendations

After becoming a tax planning client, we'll prepare a full plan that includes recommendations & strategy explanations.

4

Start implementation

Once you have reviewed your tax plan in detail, we'll schedule a time to finalize your tax plan and determine which positions we will move forward with, and how they may be reflected in your upcoming tax returns.

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Request a free consultation

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Once we have a chance to review, we'll reach out via the contact information provided.
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