Business Details
27 Years
experience
Trusted Tax & Accounting Services for Wealth Preservation
Allmon, DiBernardo & Associates combines expertise and strategy to build and protect client legacies through personalized wealth management solutions. Founded in 1999 and expanded through a 2020 merger, the firm specializes in accounting, tax planning, and financial advisory services for high-net-worth individuals, families, and businesses. With headquarters in Manhattan Beach, CA, and offices across California, the team delivers proactive strategies to minimize tax liabilities, preserve wealth, and ensure long-term financial success.Their approach integrates decades of experience with tailored solutions for complex financial scenarios, including estate planning, capital gains optimization, and business succession strategies. The firm emphasizes client relationships through responsive support and a commitment to ethical, transparent service.
Services
Tax Planning
Estate Planning
Accounting
Exit Planning
Capital Gains Planning
Income Tax Strategies
Business Advisory
Bookkeeping
Outsourced CFO Services
Budget Forecasting
Details
- Year established: 1999
Highlights and features
- We offer 35+ years of combined expertise in tax and wealth planning.
- Our team implements patented tax reduction strategies for high-net-worth clients.
- We guarantee 60%+ tax liability reductions through customized planning.
- Our nationwide service covers complex multi-state tax compliance needs.
- We provide white-label tax solutions for financial advisory firms.
What people say
Unparalleled expertise
Sincere caring
Highly recommend
Night and day improvement
Family-like service
Services
Tax Planning
Our tax planning services create customized strategies to minimize liabilities by at least 60% through legal deductions, entity restructuring, and proactive compliance management. We focus on long-term financial optimization for individuals and businesses while ensuring adherence to federal and state regulations. Our approach combines decades of expertise with continuous monitoring of evolving tax laws.
Estate Planning
Estate planning services protect client assets through irrevocable trusts, charitable remainder trusts, and generation-skipping strategies. We ensure tax-free wealth transfer to heirs while addressing complex holdings like real estate portfolios and business interests. Our solutions include revocable living trusts and life insurance frameworks tailored to individual family dynamics and financial goals.
Exit Planning
Exit planning services optimize business sales and succession through basis shifting, capital gains deferral, and ownership transfer strategies. We specialize in minimizing tax exposure during transitions to third parties, family members, or minority stakeholders. Our process includes valuation analysis, deal structure optimization, and multi-year preparation frameworks.
Capital Gains Planning
Capital gains planning reduces tax burdens on asset sales through basis maximization, 1031 exchanges, and state-specific exemptions. We develop strategies for real estate, stock portfolios, and business exits while integrating long-term wealth preservation goals. Our team specializes in California's high-tax environment and complex transaction structuring.
Business Advisory
Business advisory services combine tax optimization with operational strategy for growth-oriented companies. We offer CFO-level consulting on profit reinvestment, cash flow management, and compliance frameworks. Our expertise includes startup tax structuring, merger/acquisition planning, and multi-state business expansion strategies tailored to seven-figure revenue enterprises.
People
Michael B. Allmon
CPA
35+ years of tax and estate planning experience, former partner at Zusman, Cameron & Allmon, and founder of Michael B. Allmon & Associates. Holds a Masters in Business Taxation from USC.
Michael DiBernardo
CPA, MST
Certified Tax Coach with expertise in business tax strategies. Graduated Summa Cum Laude from UCLA with business economics degree and specialized training in complex tax code optimization.
Bryce Falcon
CPA, MBT
Specializes in high-net-worth client services with experience at Moss Adams. Holds a Masters in Business Taxation from USC and dual bachelor's degrees in accounting and film production.
Dale Jellison
Accountant
25+ years of accounting experience, including real estate brokerage and radio industry financial management. Expert in client accounting system implementation and operational audits.
Jocelyn Nunez
Office Administrator
Manages daily office operations with focus on client service optimization. Currently pursuing advanced accounting education to enhance firm capabilities.
Questions
What tax savings can I expect?
We aim to reduce liabilities by 60% or more, often eliminating taxes entirely through proactive planning.
Do you serve out-of-state clients?
Yes, we provide nationwide tax and accounting services for individuals and businesses.
How do you handle complex estate planning?
We use irrevocable trusts, gifting strategies, and charitable planning to minimize estate taxes.
What business tax services do you offer?
We specialize in S-Corp conversions, profit-sharing plans, and exit strategy tax optimization.
Can you assist with capital gains on real estate?
Yes, we employ 1031 exchanges and state-specific strategies to minimize California capital gains taxes.
