Business Details
27 Years
experience
Trusted Tax Planning & Accounting Services in Torrance, CA
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 your financial goals and help maximize wealth retention. With headquarters in Manhattan Beach, CA, and offices across California, we serve clients nationwide, offering a proactive approach to safeguarding wealth while building a lasting legacy. Our white-labeled tax services allow family offices and financial advisory firms to deliver sophisticated tax strategies without in-house liability.We build lasting relationships by deeply understanding financial aspirations, whether expanding a real estate portfolio or preparing for your familys future. Our team works year-round to develop creative tax and wealth strategies, from multi-state tax planning to capital gains strategies and asset protection, ensuring solutions minimize liabilities and preserve 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 and accounting services for high-net-worth clients.
- Our team implements proven strategies to reduce tax liabilities by at least 60%.
- We provide personalized, year-round tax planning to align with your financial goals.
- Our white-labeled services support family offices and financial advisory firms nationwide.
- We combine technical expertise with a client-centric approach to wealth preservation.
Associations and certifications
- CPA
What people say
Knowledge & expertise
Great customer service
Highly recommend
Proactive tax planning
Financial freedom
Services
Tax Planning
Our tax planning services develop customized strategies to minimize liabilities by at least 60%, often eliminating exposure entirely. We align financial objectives with long-term goals, ensuring compliance while maximizing wealth retention for individuals and businesses.
Estate Planning
Estate planning services create tailored frameworks to protect wealth and ensure smooth intergenerational transfers. We design trusts and structures that limit estate taxes, preserving assets for future generations while addressing heirs' financial needs.
Accounting
Comprehensive accounting services include bookkeeping, budget forecasting, and outsourced CFO support. We provide accurate financial records, strategic advisory, and proactive management to enhance business stability and growth.
Exit Planning
Exit planning strategies ensure smooth business transitions while preserving wealth. We specialize in tax-efficient sale structures and family succession plans, maximizing value retention during ownership transfers.
Capital Gains Planning
Advanced capital gains planning reduces liabilities through techniques like cost segregation and installment sales. We optimize returns on asset sales, enabling clients to reinvest profits and grow wealth over time.
People
Michael DiBernardo
CPA
Michael DiBernardo is an intelligent, well-rounded, and detail-oriented professional. He provides expert tax guidance, ensuring clients receive discreet, reliable solutions that preserve wealth and secure long-term financial success.
Michael B. Allmon
CPA
Michael B. Allmon brings decades of experience in tax planning and accounting. His expertise in strategic business advisory helps clients align financial goals with personal prosperity, delivering cohesive, tailored plans.
Bryce Falcon
CPA, MBT
Bryce Falcon specializes in advanced tax strategies and compliance. His focus on minimizing liabilities while maximizing growth opportunities has earned recognition from clients and peers for his technical proficiency and client-centric approach.
Dale Jellison
Accountant
Dale Jellison provides meticulous accounting support, ensuring accurate financial records and compliance. His attention to detail and commitment to client success make him a trusted partner in managing day-to-day financial operations.
Questions
What services do you offer?
We specialize in tax planning, estate planning, accounting, bookkeeping, outsourced CFO services, and strategic business advisory for high-net-worth individuals and businesses.
How do you reduce tax liabilities?
Our strategies include tax-efficient structures, cost segregation, installment sales, and trust frameworks, reducing liabilities by at least 60% while ensuring compliance.
Do you serve clients outside California?
Yes, we provide nationwide services with offices in Torrance, CA, and Green Bay, WI, supporting clients remotely across the U.S.
What sets you apart from other firms?
We combine decades of experience with personalized strategies, focusing on long-term wealth preservation and proactive planning rather than reactive solutions.
How do I start working with you?
Complete our tax questionnaire, schedule a review call, and receive personalized recommendations tailored to your financial goals and business needs.
Reviews (5)
Shain Rossi
Sep 17, 2020
Report
There isnt enough stars to rate how amazing Dibernardo & Company is. Michael has been doing my tax return for the last several years, and its because nobody knows finances and keeps up on new tax code like Michael. I have also trusted him with my business taxes, and he has helped me grow my business finances. Now that I am married he will be doing my wifes, mine, and my business taxes. Contact DiBernardo & Company for all your financial needs.
Victoria Vitalich
Dec 10, 2019
Report
Mike has been doing my annual tax returns for the last 3 years now and always provides great tax advice to help me prepare and strategize for the next year. He has creatively found ways to reduce my tax liability each year. I continue to be very pleased with Mike's level of knowledge and professionalism. He is detail oriented and extremely reliable, not to mention personable. His commitment to his clients' financial wellness is unmatched and I can't speak highly enough of him and his team's services. They're the best in the business!
Neel Raval
Sep 29, 2019
Report
Mike is great -- knowledgeable, ethical, and quite savvy. He has helped me navigate the tough tax landscape with ease. The proactive tax planning I receive has been highly valuable. Their team is knowledgeable and they address my questions promptly. I could not be happier with my experience!
Stephanie DiBernardo
Sep 25, 2019
Report
Mike DiBernardo is one of the most intelligent people Ive met and had the pleasure of working with. Hiring Mike was the best decision I ever made for my finances and peace of mind.
Nicolas Wells
May 12, 2019
Report
I couldnt be happier with my decision to have Mike as my accountant! Hes very friendly, helpful and accommodating. Since Mike is incredibly responsive and thorough, I trust him in verifying my financial documents and preparing my tax returns in a timely and accurate manner. In addition, hes extremely knowledgeable and I have consulted him for financial advice and tax planning. Ive really learned so much from him. I couldnt recommend the DiBernardo & Co. team enough!
