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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This worksheet can help you estimate the costs of a four-year college program.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Understanding how capital gains are taxed may help you refine your investment strategies.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Are you ready for retirement? Here are five words you should consider.
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
The decision whether to buy or rent a home may have long-term implications.