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UPCOMING EVENTS

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We stay involved in our community by attending, sponsoring and hosting several events throughout the year. Find out what we are up to.

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IN THE NEWS

After the Client Has Passed: Post-Mortem Tax Planning (Delaware Banker)

After the Client Has Passed: Post-Mortem Tax Planning by Jordon N. Rosen, CPA, AEP was published in the Summer 2017 issue of Delaware Banker (Delaware Bankers Association)

Choosing a Retirement Plan for Your Small Business (Delaware Banker)

Choosing a Retirement Plan for Your Small Business by Maria T. Hurd, CPA was published in the Summer 2017 issue of Delaware Banker (Delaware Bankers Association)

Belfint Lyons & Shuman, CPAs Announces Firm Promotions

It is with great pleasure that BLS CPAs, a certified public accounting and consulting firm with offices in Delaware and Pennsylvania, announces the following well-earned promotions.

FROM OUR BLOGS

Hardship Distributions: Source Documents vs. Documentation of Self-Certification by Participants

"The buck stops here" is a phrase that was popularized by U.S. President Harry S. Truman, who kept a sign with that phrase on his desk in the Oval Office.

Agreed-Upon Procedures and Other Non-Traditional CPA Engagements

Most government and nonprofit finance officers, executives, and board members are very familiar with the annual accounting or audit services they receive from their CPA firm (practitioner).

Do you have a first time college bound student? Learn more about the American Opportunity Tax Credit now as an upcoming tax strategy.

Are you the proud parent of a recent high school graduate? Are you preparing for your son or daughter’s college move-in day?

SERVICES FOR YOU

We listen and ask a lot of questions to provide services that help our clients achieve success. Tell us about your goals and we will help develop a plan.

GOVERNMENTAL AGENCIES

Discover the value an experienced governmental firm can bring to your agency. Leverage our experience to meet your compliance needs.

Delaware Business Valuations

BUSINESS VALUATIONS

We excel at conducting efficient, accurate and timely valuations for mergers/acquisitions, succession planning or any other need.

Compilations & Reviews - Delaware Accounting Firm

TAX PLANNING

Our year-round approach to tax planning can help you anticipate the tax consequences of various financial decisions, so you can make educated choices.

GET TO KNOW US

Providing exceptional services through exceptional people for our clients, referral sources and friends – that’s what we do. Find out more about us.

MEET KATHY

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Her ability to connect with people and offer practical and creative solutions go beyond tax compliance and can touch on all aspects of the business and individual needs.  Find out more about Kathy by reading her bio.

JOIN THE BLS TEAM

When it comes to the BLS team, we like to say our firm is where ambition meets opportunity! Find out why we have been named a Top Workplace multiple times in a row and why it is so exciting to be a part of the BLS family.