Helping business owners maximize deductions & pay less in taxes.

We’re business owners too – tax reduction & business growth is our speciality.

Tax planning and annual prep

Get everything done in one place. No more stressing every April.

Business succession planning

Helping owners maximize their business' value & minimize taxes.

Fractional CFO services

Strategic services to help owners grow their bottom line

A look at how i work with our clients

Client: Richard Moore
*Names have been changed to maintain client confidentiality
Age: 57
Established Businesses: 3
Estimated Net Worth: $5.2 million
Looking For: A tax-efficient sale of the businesses, succession planning, retirement planning

The Situation

Richard was the founder of profitable consulting firm, which he had grown over the past 10 years. He had decided he wanted to sell the practice and enjoy his success with his family, and he reached out to Allmon, DiBernardo & Associate to seek guidance on the most tax- efficient approach to selling his firm

Our Approach

As part of our business planning service, we create scenarios that show the potential tax impact of exiting your business and devise cutting- edge exit strategies to minimize the tax so that more of your hard- earned wealth is preserved for you and your family.

The Results

After working with Allmon, DiBernardo , & Associates , Richard was able to sell his practice and avoid nearly all of the capital gains on exit using a basis maximization strategy designed by our firm

Becoming a Client

A simple 3-step onboarding process

1) Request a free consultation & submit tax documents

After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we’ll schedule a time for your initial planning call.

2) Consultation & tax projection review

In this meeting, we’ll review your situation and determine where and how we can add value. We’ll discuss which services may align best with your current & future needs.

3) Prepare proposal

After meeting & reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings & the different strategies we recommend.