David D. Bilger, Certified Public Accountants

(215) 536-1040

The Facts About Income Tax The Cost of Procrastination To Buy or Not to Buy Where Is the Market Headed?
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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

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.


Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

How Income Taxes Work

A quick look at how federal income taxes work.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

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

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Rightsizing for Retirement

What does your home really cost?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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