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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

BLS CPAs Announces Supervisor Promotions

Casey A. Hagy, CPA, Stacey I. Snyder, CPA, QKA, TGPC, and Saaib Uppal, CPA have each been promoted to Supervisor in the firm’s Accounting & Auditing Department.

Managing the Best Interests of Multiple Beneficiaries of Trusts

Managing the Best Interests of Multiple Beneficiaries of Trusts by Michael D. Kelly, CPA was published in the Winter 2017 issue of Delaware Banker (Delaware Bankers Association).

Estate Planning When Federal Estate Tax Is Not a Concern (Estate Planning)

Estate Planning When Federal Estate Tax Is Not a Concern by Jordon N. Rosen, CPA, AEP was published in VOL 44/NO 2 of Estate Planning (Thomson Reuters/Checkpoint)

FROM OUR BLOGS

Tipping The Scales From Prevention To Detection: Get ready for an IRS examination of your plan

When it comes to IRS audits, “an ounce of prevention is worth a pound of cure,” as Benjamin Franklin so wisely put it.

Donation Acknowledgments: Cost-Effective, Faster

There is a German proverb that goes, “He who saves in little things, can be liberal in great ones.”

Revocable Trusts for the Average Joe

A common misconception is that trusts are only for the extremely wealthy, however, there are a host of benefits that trusts can provide to everyone.

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 ANNE MARY

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Within the firm, Anne Mary is a strong motivator and takes pride in training staff, offering her full support and attention. She is well-organized and maintains focus on her client work at hand.  Find out more about Anne Mary 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.

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