David D. Bilger, Certified Public Accountants

(215) 536-1040

Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers When Do You Need a Will? What to Do When You Lose Your Wallet
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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

 

Helpful Content

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Good Ship IPO

The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

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