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Holding Company Services

“We’ve breathed new life into a company’s growth plans by providing the corporate services they need to be a Delaware company for over 20 years. Sometimes I feel like one of the founding fathers in this area. There’s nothing we can’t do to help a company setting up shop in Delaware to be as successful and sound as they can possibly be.”  


— Peter J. Winnington, CPA, CFP, Director


We launched our Corporate Services division over 35 years ago and now have 20 professionals to assist companies in creating Delaware Investment Holding Companies (Special Purpose Entities). We
think it’s fair to say that we are the “go to” CPAs and financial gurus for holding companies.

And, we believe that we’ve earned our merit award from the volume of referrals we’ve received from esteemed bankers, accountants and attorneys. The longevity of our relationships is the trust and competence that speaks to the value we provide to our clients.

Thinking of creating a special purpose entity as a vehicle for managing your state and local tax liabilities?
If you’re going to do it in Delaware, do it here. Because, as they say, we’ve “been there, done that.”

Our Delaware Investment Holding Company Services Include
  • Delaware subsidiary set-up management
    • Appropriate form preparation and filing, including your application for exemption from
      Delaware corporate income tax
    • Banking services establishment
    • Delaware-based legal counsel selection and assistance
  • Delaware physical presence establishment
    • Office space assistance and identification in Delaware (subleased, shared or private)
    • Provide Officer/Director on request
    • Delaware nexus regulation compliance annual review
  • Comprehensive accounting and tax planning services
    • Account ledger and accounting record preparation
    • Corporate banking and records reconciliation
    • Delaware franchise tax report filing
    • Employment tax returns and 1902(b) information return filing
    • Inter-company interest and royalty calculation and administration


Contact Our Corporate Service Professionals

Looking for assistance with holding company services? For additional information on our holding company services, please contact Kamini D. Patel, CPA, at 302.225.0600 or click here to email Kamini. In a brief consultation he can assess your situation and determine the best way to proceed.



    For additional details about please contact Kamini. She looks forward to hearing from you.




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Accounting | Audit | Advisors | Consultants | CPAs - Belfint Lyons Shuman is a Certified Public Accounting Firm serving companies across Delaware including Wilmington, Dover (DE) and Pennsylvania including Philadelphia and West Chester (PA). BLS focuses on serving the needs of construction companies, employee benefit plan audits, law firms, medical practices and nonprofit organizations. We also assist international companies with international tax, FBAR compliance and regulatory services. For additional information contact us at 302.225.0600.

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