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 and education accomplishments.
Joe Gaudio, CPA has been promoted to Manager in the firm’s Tax & Small Business Department. Joe will celebrate his 5th anniversary with BLS in July. He specializes in assisting many small business, individual, and nonprofit clients with their tax planning, compliance, and financial statement needs. Joe is known for his ability to research complex financial statement matters, as well as federal and state tax issues, and help our clients with the related challenges and opportunities. Joe is a key contributor to our staff development training programs and participates on various quality and operational task forces within the firm. He earned his Bachelor of Science degree in Accounting from West Chester University and currently resides in West Chester, Pennsylvania.
Jorge Guerrero, CPA has been promoted to Senior Accountant in the firm’s Tax & Small Business Department. Jorge will celebrate his 5th anniversary with BLS in October. He specializes in providing tax planning, compliance, and financial statement needs to individuals and small businesses. He earned his Bachelor of Science degree in Accounting from Edinboro University of Pennsylvania and a Masters degree from University of Delaware. Jorge resides in Bear, Delaware.
Dan Ryan, CPA has been promoted to Senior Accountant in the firm’s Accounting & Auditing Department. Dan will celebrate his 5th anniversary with BLS in June. Dan has gained experience in nonprofit, forprofit, government, and employee benefit plan audits, as well as IOLTA pre-certifications for law firms. He earned his Bachelor of Science degree in Accounting from the University of Delaware and currently resides in Wilmington, Delaware.
Mike Abernathy has been promoted to Staff II Accountant in the firm’s Staff Developmental Program. Mike will be celebrating his 3rd anniversary with BLS in June. He provides compliance services to individuals, small businesses, and nonprofits. He earned his Bachelor of Science degree in Accounting from University of Delaware and currently resides in Middletown, Delaware.
Amy Henretty, CPA successfully earned her Masters in Taxation from Villanova University in Pennsylvania. Amy is a Senior Accountant in the firm’s Tax & Small Business department where she provides compliance and planning services to individuals, small businesses, and nonprofits. She earned her Bachelor of Science degree in Accounting from University of Delaware and currently resides in Hockessin, Delaware.
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 70 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.