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
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Gaining a better understanding of municipal bonds makes more sense than ever.
Buy/sell agreements are designed a business against the death of a principal or key employee.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A change in your mindset during retirement may drive changes to your portfolio.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Here are five facts about Social Security that might surprise you.
With alternative investments, it’s critical to sort through the complexity.
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Why are 401(k) plans, annuities, and IRAs so popular?