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
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Tips to Prevent the #1 Cause of Marital Rift
Couples may be able to head off many of the problems in a marriage that money can cause.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Being healthy not only makes you feel good, it may also help you financially.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
Knowing the rules may help you decide when to start benefits.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Three things to consider before dipping into retirement savings to pay for college.
How will you weather the ups and downs of the business cycle?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Why are 401(k) plans, annuities, and IRAs so popular?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.