Trust & Estate CPA Firm in Los Angeles

Allmon, DiBernardo & Associates CPAs and Wealth Strategists, LLP delivers quality accounting and tax services for trusts and estates. We provide fiduciary accounting services, money-saving tax strategies, and sound financial advice in Los Angeles, California.

For individuals who have been appointed as trustees and executors, our tax and accounting support enables them to fulfill their fiscal responsibilities for the trust or estate.

When attorneys need a CPA firm they can refer clients to, we work behind the scenes as part of the estate planning process or as a key member of their estate and trust team to control tax liabilities, file tax returns, and prepare the fiduciary accountings.

Call us today at 310-536-0200 or schedule a free consultation to learn more:

Schedule a Free Tax Consultation

Estate Tax Planning

We'll collaborate with you to reduce tax exposure, maintain compliance, and serve the unique circumstances of each client.

Arrow Right

Fiduciary Accounting

We’ll operate behind the scenes to help you meet the challenge of tracking these complex financial transactions.

Arrow Right

Family Office Services

We ensure that someone is looking at your entire financial picture to protect your wealth and minimize tax obligations.

Arrow Right

Meet the Partners

Mike DiBernardo, CPA MST and Michael B. Allmon, CPA are Certified Public Accountants specializing in trust and estates. Their sophisticated tax strategies and fiduciary accounting solutions are born from a wealth of experience.

Michael DiBernardo, CPA MST

Mike is highly skilled in tax planning and creates strategies to minimize taxes with trusts & estates.

Arrow Right

Michael B. Allmon, CPA

Michael has over 35 years of experience in tax planning & preparation, estate planning, and financial planning.

Arrow Right

Contact Us

310-536-0200

Schedule a Free Tax Consultation