Los Angeles CPA Wealth Management

Who We Serve

The CPAs and wealth management professionals at DiBernardo & Company, P.C. have the experience, background, and expertise to understand key issues that impact your long-term financial success. We offer the sound guidance to maximize business profits and personal wealth including business consulting services, tax strategies, retirement planning, succession planning, investment advisory, and trust and estate planning. Our clients include:

Entrepreneurs

We deliver a package of business and wealth management services to meet the unique needs of entrepreneurs including exit strategies, retirement planning, and estate planning. We'll implement a comprehensive tax plan to ensure you pay the lowest amount of tax allowed by current government regulations.

Small to Midsized Business Owners

We carefully consider how business performance and profitability impact personal wealth goals for owners and identify the right methods to protect your assets for the future. We will help you design an estate plan, advise on investments, and will become your most trusted advisor.

Lawyers and Attorneys

Busy lawyers and attorneys who don't have time to properly monitor their finances can count on us for proactive tax planning techniques designed to preserve wealth for the next generation. We work with sole proprietors and individuals partners.

Doctors and Medical Professionals

Doctors and medical professionals tend to have a lot of complexity in their personal finances. Working with one firm to review your overall financial position makes it much easier to  prepare for retirement and reach your wealth goals.

Architects and Real Estate Professionals

Our CPA firm partners with architects and all types of real estate professionals including brokers and developers to reduce tax liabilities and create a personalized and structured wealth advisory plan.