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Belfint Lyons & Shuman, CPAs Announces Firm Promotions

FOR IMMEDIATE RELEASE:
Jenni Fleck Jones, Marketing & College Recruiting
302.573.3901 / jjones@belfint.com / @BelfintCPAs

 

Wilmington, DE – September 10, 2020 — It is with great pleasure that Belfint, Lyons & Shuman, P.A. (BLS), a certified public accounting and consulting firm with offices in Delaware and Pennsylvania, announces the following well-earned promotions.

  • Jennifer Schlosberg, CPA has been promoted to Supervisor in the firm’s Tax & Small Business Department. Jen celebrated her 8th anniversary with BLS in June. She enjoys assisting across departments and niches to provide support and quality service to clients. Jen’s diverse work includes small business consulting, high-net-worth individuals, financial statements, tax planning, succession planning, retirement planning, trust estate and gift compliance, and even cleaning up messy books. Jen goes the extra mile to elaborate and explain accounting concepts, new and existing tax laws (specifically PPP), and guides clients through difficult situations. She is a graduate of the University of Delaware where she earned a Bachelor of Science degree in Accounting and is a member of the AICPA, DSCPA, and the Society of Financial Professionals – Delaware Chapter.
  • Jonathan Turner, CPA has been promoted to Senior Accountant. Jonathan will be celebrating his 1-year anniversary with BLS at the end of September and has a total of four years of accounting experience. Jonathan enjoys preparing information that individuals, businesses, and nonprofit organizations can rely on to make informed and impactful decisions. He earned his Bachelor of Science degree in Accounting from University of Delaware and is a member of the AICPA, DSCPA, and the Treasurer of the Ardencroft Association.
  • Tanner Barretta has been promoted to Staff II Accountant in the firm’s Rotational Development Program. Tanner joined the firm as an intern in the summer of 2018, while completing his degree, and continued with the firm as a Staff I Accountant upon graduation. He has been able to experience many services including nonprofit organizations, individual and business tax return preparation, and employee benefit plans. He has also passed all parts of the CPA exam and has submitted his application for licensure. He earned his Bachelor of Science degree in Accounting from West Chester University in 2019.
  • Lai Ming Ho has been promoted to Staff II Accountant in the firm’s Corporate & International Services Department. Lai Ming celebrated her first anniversary with BLS this month and started her career 4 years ago as an accounting specialist at a small, private company. She works exclusively with DE holding companies. Lai Ming has also passed all parts of the CPA exam and is submitting her application for licensure. She is a graduate of the University of Delaware where she earned a Bachelor of Science degree in Accounting and is a member of the AICPA.
  • Ryan Patterson has been promoted to Staff II Accountant in the firm’s Rotational Development Program. Ryan joined the firm as an intern in the summer of 2017, while completing his degree, and continued with the firm upon graduation. Ryan has experience with nonprofit organizations, employee benefit plans, business and individual taxes, along with trusts & estates. He is a graduate of Goldey-Beacom University where he earned a Bachelor of Science degree in Accounting and is a member of the AICPA.
  • Charles Riordan has been promoted to Staff II Accountant in the firm’s Rotational Development Program. Charles joined the firm as an intern in the summer of 2017, while completing his degree, and continued with the firm upon graduation. Charles has experience in government accounting, employee benefits, nonprofits, for profit, and estates & trusts. He is a graduate of the University of Delaware where he earned a Bachelor of Science degree in Accounting.

About Belfint, Lyons & Shuman, P.A.:
Belfint, Lyons & Shuman was founded in 1923 as a small accounting practice whose staff was committed to building long-standing, mutually beneficial relationships with clients and business associates. Today, with 80 professionals, we have become one of the largest and most respected certified public accounting firms in Delaware while never losing sight of our founding commitments. We have a diverse client base and offer services such as: advisory services, assurance, auditing, tax planning & compliance, small business services, litigation support, employee benefit plan audits, succession planning, business & management consulting and corporate services for investment holding companies. Visit our website at www.belfint.com.

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If you need more information, please contact us so we can connect you with one of our CPA advisors who will be committed to your business and personal success. BLS is here to help!