Welcome to Our Website
David D Bilger, CPA's is a full-service accounting firm in Quakertown, Pa dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.
We believe you are the most important person in our office. You deserve to have timely and competent attention paid to your affairs. Our services are intended to complement your own area of expertise, and help you to expand the potential of this expertise. In our office, your business and financial concerns are given individual attention. You will find us to be a partner who can offer sound business advice and help cut through the red tape in the business and financial world.
On this website, you will find information about our firm, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making.
We welcome any questions or comments you may have. Feel free to contact us at any time.
David D. Bilger CPA
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
There are things about Social Security that might surprise you.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential capital gains taxes due on your transactions.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
What does your home really cost?
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: right now.
$1 million in a diversified portfolio could help finance part of your retirement.