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Daniel J. Protokowicz, CPA

RETIRED DIRECTOR – Tax & Small Business


Meet Dan
Fast-Tracker | Tax Man | Speaker | Trekkie

We think of Dan as a fast-track professional; he earned his Director status here within six years of
joining the firm. It’s likely he’s grown his intellectual property and impact as a result of his involvement
in the industry education community as both a public speaker and national presenter for industry trade
associations such as PrimeGlobal (formerly IGAF Polaris).

Dan’s tax knowledge bridges the divide between nonprofit and corporate tax guidelines, and he is as
comfortable providing insight at the podium as he is in the boardroom. We sometimes think of Dan as
our in-office answer man; there’s not a lot that he doesn’t know when it comes to taxation and employee
benefit plan compliance. He’s our go-to guy, a veritable wealth of knowledge.

Tap into his expertise and you’ll find your answers for not just tax challenges or employee benefit plan
management, but succession plans, mergers and acquisitions for physicians’ groups, and business
growth strategies.

Perspectives from Dan

“Helping clients and peers develop their intellectual property is helping them grow in their business and
as professionals. That’s what I like to do, pass it on.”

“It’s important to pay attention to the impact of business decisions, not just on the business and its
shareholders, but to make sure we understand the impact on personal finance. I keep my eye on everything.”

Professional Snapshot

American Institute of Certified Public Accountants

Delaware Society of Certified Public Accountants

Wilmington Tax Group

University of Delaware, Bachelor of Science & Bachelor of Arts Degrees in Accounting & Psychology

American Heart Association – Former Board Member

Delmarva Council of the Boy Scouts of America – Former Treasurer

Rockefeller Award, Boy Scouts of America – Delmarva Council

3 Year Five Star Wealth Manager Recognition, Delaware Today (2010-2012)


Contact Dan

302.573.3905 or

Download Dan’s vCard


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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.

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