Dipalma David ESQ./CPA

For individuals and businesses in East Providence, Rhode Island, and the surrounding regions, DiPalma David ESQ./CPA offers a distinctive and comprehensive suite of services, uniquely combining legal and financial expertise. Situated at 2447 Pawtucket Ave, East Providence, RI 02914, USA, and readily accessible via phone at (401) 438-6040 or mobile at +1 401-438-6040, David DiPalma stands out within the "Lawyers Near Me" and implicitly, "Accountants Near Me" categories, providing a multi-disciplinary approach to complex personal and commercial challenges.

David A. DiPalma's dual qualification as both an attorney (ESQ.) and a Certified Public Accountant (CPA) is a significant differentiator, allowing him to offer integrated legal and financial consulting services. This unique combination ensures clients receive advice that considers both the legal ramifications and the financial implications of their decisions. His office specializes primarily in areas where law and finance intersect, including:

• Estate Planning: This is a core service, encompassing wills, trusts, probate avoidance strategies, powers of attorney, and complex tax considerations related to estates. David DiPalma helps clients distinguish key concepts in estate planning and navigate its intricacies.

• Tax Planning: Leveraging his CPA background, David DiPalma provides strategic tax advice for individuals and commercial clients, aiming to minimize tax liabilities and ensure compliance.

• Elder Law: This crucial area includes Medicaid planning strategies to protect assets from long-term care costs, understanding Medicare coverage, long-term care insurance, guardianship, conservatorship, and addressing healthcare decisions. He also assists with planning for senior living options and understanding the rights of nursing home residents.

• Retirement Planning: Offering guidance on the five phases of retirement planning, different investment vehicles (401(k), IRA), asset diversification, and required minimum distribution rules.

• Special Needs Planning: Assisting in the creation of special needs trusts to preserve assets for individuals with disabilities without jeopardizing public benefits like Medicaid and SSI.

• Veterans Benefits: Exploring benefits for older veterans, including disability pensions, aid and attendance, and long-term care coverage for veterans and surviving spouses.

• Business Succession Planning: For commercial clients, providing expertise in transitioning business ownership and ensuring continuity.

• Comprehensive Financial Planning & Investment Planning: Offering holistic advice to manage overall financial health and achieve long-term financial goals.

The environment at DiPalma David ESQ./CPA is characterized by professionalism and a strong client-focused approach. The client reviews consistently praise the "great office staff," suggesting a supportive and efficient administrative team that contributes to a positive client experience. The firm's hours, reportedly Monday to Saturday from 9 AM to 5 PM, indicate a dedication to accessibility for clients, accommodating various schedules. David DiPalma's multi-disciplinary approach is noted to make him "one of the area's most respected and sought-after advisors," which speaks to the trust and confidence clients place in his comprehensive guidance. The office aims to provide a professional yet approachable setting where complex financial and legal matters can be discussed clearly and effectively.

Key features that distinguish David DiPalma's practice include:

• Dual Qualification (ESQ./CPA): This is perhaps the most significant feature, offering clients the convenience and efficiency of receiving both legal and accounting advice from a single, integrated source. This avoids the potential for conflicting advice and ensures a holistic strategy.

• Specialization in Intersecting Fields: His focus on estate planning, elder law, and tax planning allows for a deep and nuanced understanding of these often complex and interconnected areas.

• Client-Centric Philosophy: The repeated praise for his professionalism and his staff indicates a commitment to high-quality service and client satisfaction. Clients who have used him "for years" underscore the firm's ability to build lasting, trust-based relationships.

• Experience: Having received his law degree from Suffolk University Law School in 1996 and his undergraduate degree in Economics from the University of Massachusetts at Amherst in 1991, David DiPalma possesses a substantial academic and professional background, with a career spanning several decades since his law licensure. This extensive experience contributes to his reputation as a "true professional."

Promotional information is primarily driven by strong positive testimonials from satisfied clients. The recurring phrase, "I've used David for years and he is the very best. True professional with a great office staff," directly from real customers, serves as powerful endorsement. This highlights not only David DiPalma's individual expertise but also the effectiveness and professionalism of his entire team. The reviews emphasize trust, reliability, and the provision of exceptional service. The firm's ability to serve "individual and commercial clients throughout the area" further broadens its appeal and market presence within the "Lawyers Near Me" and "Accountants Near Me" search criteria.

While the majority of online sentiment is highly positive, it is important to note that a few isolated negative reviews from 2023 mention "lied to me about everything and it costed me money." However, these are significantly outnumbered by the overwhelmingly positive and consistent feedback highlighting long-term client satisfaction and professionalism. As with any professional service, prospective clients are encouraged to have direct consultations and verify the firm's suitability for their specific needs.

In conclusion, DiPalma David ESQ./CPA provides a distinctive and valuable service in East Providence, RI. Located at 2447 Pawtucket Ave, East Providence, RI 02914, and reachable at (401) 438-6040, David DiPalma's dual qualification as both an attorney and a CPA offers a unique advantage for clients seeking comprehensive advice in estate planning, tax planning, elder law, and financial consulting. His firm operates in a professional, client-focused environment, supported by a highly-regarded staff. The consistent praise from long-term clients as a "true professional" underscores his expertise and dedication. For those in the East Providence area requiring integrated legal and financial guidance, DiPalma David ESQ./CPA presents itself as a highly recommended and proficient resource.