Belfint, Lyons & Shuman, P.A.

Description

Address: 1011 Centre Rd #310, Wilmington, DE 19805 Hours: Closed ⋅ Opens 8AM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (302) 225-0600: : Website: : Place name: Category: : : : Website: http://www.belfint.com/ Category: Certified Public Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question

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Belfint, Lyons & Shuman, P.A. Employees

Employee
Years
Job
Industry
Jeffrey Elwell, CPA Jeffrey Elwell, CPA Greater Philadelphia Area Details
Jeffrey Elwell, CPA's Belfint, Lyons & Shuman, P.A. Experience
Job Director & Stockholder at Belfint, Lyons & Shuman CPA's
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.  

Skills
External Audit, Tax Advisory, Management Consulting, Captive Insurance, Assurance, Auditing, Internal Controls, Financial Reporting, Financial Statements, Tax Preparation

Education
Susquehanna University   1986 — 1990
BS Accounting

Salem High School   1982 — 1986

Richard J. Graper Jr. Richard J. Graper Jr. Norristown, Pennsylvania Details
Richard J. Graper Jr.'s Belfint, Lyons & Shuman, P.A. Experience May 1990 - November 1992
Job CIS Systems Analyst / Sr Programmer at Aqua America, Inc.
Industry Hospital & Health Care
Experience
Aqua America, Inc.   December 2013 - Present
Quest Diagnostics / SmithKline Beecham Clinical Laboratories   July 1995 - October 2013
Computer Task Group  December 1992 - July 1995
Belfint, Lyons & Shuman, P.A.   May 1990 - November 1992

Skills
COBOL, Oracle, PL/SQL, Unix, Impromptu, Microsoft Word, Microsoft Excel, Access, Toad, JavaScript, jQuery, C#, Microsoft SQL Server, Healthcare Information..., SDLC, Databases, SQL, Visio, Visual Basic, VBA

Education
Chubb Institute   1992 — 1992
Computer Science Diploma, Computer Science

Goldey-Beacom College   1988 — 1989
Computer Science Certificate, Computer Science

University of Delaware   1982 — 1986
Bachelor of Science, Education and Mathematics

Lee Sausen Lee Sausen Newark, Delaware Details
Lee Sausen's Belfint, Lyons & Shuman, P.A. Experience June 2014 - Present
Job Staff Accountant at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   June 2014 - Present
Delaware State Parks  June 2010 - September 2013
EY  June 2013 - July 2013

Skills
Accounting, GAAP, QuickBooks, Quicken, ProSystem fx Tax, ProSystem fx Engagement, Financial Statements, Tax Preparation, Account Reconciliation, General Ledger, Social Media, Teamwork, Microsoft Word, Microsoft Excel, Financial Reporting, Financial Accounting, Microsoft Office

Education
University of Delaware   2013 — 2014
Master of Science (MS), Accounting

University of Delaware   2009 — 2013
Bachelor of Science (BS), Accounting

Stacey Glazer Stacey Glazer Greater New York City Area Details
Stacey Glazer's Belfint, Lyons & Shuman, P.A. Experience September 1985 - June 1988
Job at Michael C. Allen & Co., CPA's
Industry Accounting
Experience
Michael C. Allen & Co., CPA's   February 1993 - Present
Belfint, Lyons & Shuman, P.A.   September 1985 - June 1988
Holtz Rubenstein Reminick LLP  September 1984 - June 1985

Education
State University of New York at Buffalo - School of Management   1979 — 1983
BS, Accounting

Lou Volpe, CPA Lou Volpe, CPA Greater Philadelphia Area Details
Lou Volpe, CPA's Belfint, Lyons & Shuman, P.A. Experience July 2015 - Present
Job Supervisor, Accounting and Auditing Services at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   July 2015 - Present
Belfint, Lyons & Shuman, P.A.   July 2010 - June 2015
Belfint, Lyons & Shuman, P.A.   October 2011 - October 2013
Belfint, Lyons & Shuman, P.A.   July 2009 - June 2010
Belfint, Lyons & Shuman, P.A.   July 2008 - June 2009

Skills
Auditing, Financial Reporting, Accounting, Corporate Tax, Tax Preparation, Internal Controls, Tax Accounting, Financial Statements, General Ledger, CPA, Partnership Taxation, Fixed Assets, Account Reconciliation, GAAP, Tax, Journal Entries, ProSystem fx Tax, QuickBooks, Financial Accounting

Education
University of Delaware - Lerner College of Business and Economics   2004 — 2008
BS, Accounting

The Canterbury School   2002 — 2003
High School Diploma, Post Graduate

LaSalle College High School   1998 — 2002
High School Diploma

Kelly Kremer Kelly Kremer Greater Philadelphia Area Details
Kelly Kremer's Belfint, Lyons & Shuman, P.A. Experience September 2009 - June 2011
Job Senior Analyst Financial Information Systems at Comcast
Industry Accounting
Experience
Comcast  April 2014 - Present
Conde Nast  October 2012 - April 2014
Conde Nast  May 2011 - October 2012
Belfint, Lyons & Shuman, P.A.   September 2009 - June 2011
Oral & Maxillofacial Surgery Associates  June 2004 - August 2009

Skills
Accounting, Financial Analysis, Account Reconciliation, Microsoft Excel, General Ledger, Financial Statements, Microsoft Office, QuickBooks, Analysis, Variance Analysis, Management, Essbase, Finance, Financial Accounting, Accounts Payable, Public Speaking

Education
West Chester University of Pennsylvania   2006 — 2009
Bachelor of Science, Accounting

The Ohio State University   2004 — 2006

Marcelo Morinigo Marcelo Morinigo Greater Philadelphia Area Details
Marcelo Morinigo's Belfint, Lyons & Shuman, P.A. Experience September 2015 - Present
Job Senior Accountant at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   September 2015 - Present
Icofin USA, Inc.   October 2010 - August 2015
Comprehensive Business Services LLC   October 2010 - November 2013
Universal Capital Management   May 2008 - October 2010

Skills
Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, Tax, Tax Preparation, QuickBooks, Journal Entries, General Ledger, Microsoft Office, Strategic Planning, Financial Analysis, Budgets, Finance, Financial Statements, Management, Income Tax, Corporate Finance, Accounts Payable, Corporate Tax

Education
Goldey-Beacom College   2015 — 2016
Master's degree, Taxation

Goldey-Beacom College   2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Accounting

Danielle Wardell Danielle Wardell Wilmington, Delaware Details
Danielle Wardell's Belfint, Lyons & Shuman, P.A. Experience October 2013 - Present
Job Administrative Assistant at Belfint, Lyons & Shuman, P.A.
Industry Newspapers
Experience
Belfint, Lyons & Shuman, P.A.   October 2013 - Present
The News Journal  January 2013 - August 2013
The News Journal  April 2007 - December 2012
Lia Sophia Jewelry  April 2008 - January 2009
Smith Volkswagen   February 2006 - April 2007

Skills
Social Media, Social Networking, Event Planning, Public Speaking, Newspaper, Microsoft Office, Account Management, Strategic Planning, News Writing, Advertising Sales, Direct Sales, Advertising, Newspapers, Customer Service, Sales, Salesforce.com, Training

Education
Neumann College   2002 — 2005
Bachelor's degree, Psychology

Delaware Technical and Community College-Stanton-Wilmington   2000 — 2002
Associate's degree, Criminal Justice and Corrections

Charles Dixon, CPA Charles Dixon, CPA Greater Philadelphia Area Details
Charles Dixon, CPA's Belfint, Lyons & Shuman, P.A. Experience January 2006 - September 2010
Job Controller at Leon N. Weiner & Associates
Industry Accounting
Experience
Leon N. Weiner & Associates   December 2011 - Present
Town of Middletown  March 2009 - March 2013
Wayman Fire Protection, Inc.   October 2010 - November 2011
Belfint, Lyons & Shuman, P.A.   January 2006 - September 2010
Union Wholesale Company   November 1989 - December 2005

Skills
Auditing, GAAP, Accounting, Financial Statements, Tax Preparation, Budgets, Financial Reporting, Finance, General Ledger, Internal Controls, Tax, CPA, Banking, Corporate Tax, Financial Accounting, Financial Analysis, Management, QuickBooks

Education
Goldey-Beacom College   1983 — 1992
Bachelor of Science, Accounting

Anthony Alfieri Anthony Alfieri Greater Philadelphia Area Details
Anthony Alfieri's Belfint, Lyons & Shuman, P.A. Experience December 1995 - June 2000
Job CPA at Alfieri & Associates
Industry Financial Services
Experience
Alfieri & Associates   June 2000 - Present
Alfieri & Associates   June 2000 - Present
Belfint, Lyons & Shuman, P.A.   December 1995 - June 2000

Education
University of Delaware   1991 — 1995
Bachelors, Accounting

University of Delaware   1991 — 1995
a Bachelors of Science degree, Accounting

Kristy Devlin, CPA Kristy Devlin, CPA Wilmington, Delaware Details
Kristy Devlin, CPA's Belfint, Lyons & Shuman, P.A. Experience September 2010 - Present
Job Supervisor (Tax & Small Business) at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   September 2010 - Present
Countryside Nursery & Garden Center   July 2006 - September 2010
Belfint, Lyons & Shuman, P.A.   July 2003 - June 2006

Skills
QuickBooks Certified..., Reconciliations, Journal Entries, Small Business, Accounting, Bookkeeping, Tax, Partnership Taxation, Tax Preparation, Tax Accounting, General Ledger, Corporate Tax, Accounts Payable, Accounts Receivable, Fixed Assets, Financial Statements, Tax Returns, Payroll, Income Tax, Financial Accounting, ProSystem fx Tax, Account Reconciliation, QuickBooks, Tax Advisory, Personal Income Tax..., CPA, Cash Receipts

Education
University of Delaware   1999 — 2003
Bachelor of Science, Accounting

Wilmington Christian School

Harvey Morris Harvey Morris Wilmington, Delaware Details
Harvey Morris's Belfint, Lyons & Shuman, P.A. Experience June 2000 - Present
Job President, BL&S Technologies, LLC
Industry Information Services
Experience
BL&S Technologies, LLC   June 2000 - Present
Belfint, Lyons & Shuman, P.A.   June 2000 - Present
Brac Inc.   January 1990 - June 2000

Skills
Leadership

Education
University of Delaware

Kathy Dean-Bradley, CPA Kathy Dean-Bradley, CPA Greater Philadelphia Area Details
Kathy Dean-Bradley, CPA's Belfint, Lyons & Shuman, P.A. Experience December 2006 - Present
Job Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   December 2006 - Present
U.S. Geological Survey (USGS)   July 1996 - June 2004

Skills
Corporate Tax, Tax Compliance, Medical, Physicians, Individual Taxation, High Net Worth..., Estate Planning, Estate Tax Planning, Non-profits, Trusts, Quickbooks, Partnership Taxation, Quantitative Research, Quantitative Analysis, Tax Accounting, Tax, QuickBooks, CPA, Tax Preparation, Quantitative Analytics, Nonprofits, Medical Practice..., Accounting, Small Business Tax

Education
Colorado State University   1993 — 1995
MS, Biology

Cornell University   1987 — 1991
BS, Biology

Mercersburg Academy

West Chester University of Pennsylvania
Accounting

Kenneth Godwin, CPA Kenneth Godwin, CPA Greater Philadelphia Area Details
Kenneth Godwin, CPA's Belfint, Lyons & Shuman, P.A. Experience July 2008 - Present
Job Manager, Tax & Small Business at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   July 2008 - Present
Kenneth C. Godwin, CPA & Associates   September 1999 - July 2008
Mcbride Shopa   1999 - 1999

Education
University of Delaware - Lerner College of Business and Economics   1976 — 1979
BS of Accounting, Accounting

Leigh Ann (Leigh Ann Shmidheiser) Moore Leigh Ann (Leigh Ann Shmidheiser) Moore King Of Prussia, Pennsylvania Details
Leigh Ann (Leigh Ann Shmidheiser) Moore's Belfint, Lyons & Shuman, P.A. Experience January 2006 - May 2006
Job Executive Assistant at The Philadelphia Group
Industry Financial Services
Experience
The Philadelphia Group  June 2014 - Present
Commonwealth Trust Company  June 2013 - June 2014
Kaolin Mushroom Farms, Inc.   July 2011 - November 2012
Robert Half Finance & Accounting  January 2012 - April 2012
Robert Half Finance & Accounting  January 2010 - July 2011
Mercer Advisors  May 2008 - July 2009
Belfint, Lyons & Shuman, P.A.   January 2006 - May 2006
Turner Investments, L.P.   September 2005 - December 2005

Skills
PowerPoint, Management, Taxation of Trusts, Customer Service, Microsoft Excel, Microsoft Office, Finance, Accounting, Tax, Wealth Management, Financial Services, Securities, Payroll, Investment Advisory, Account Reconciliation, QuickBooks, Financial Analysis, Accounts Payable, Consulting, Financial Planning, Financial Accounting, Financial Reporting, Portfolio Management, Retirement Planning, Investments, Mutual Funds, Asset Management, Insurance, Retirement, Estate Planning, 401k, Financial Advisory, Employee Benefits, Asset Allocation, Leadership, Risk Management, Strategic Planning

Education
Delaware County Community College   2014 — 2015
Certificate, Human Resource Management

Widener University   2007 — 2009
Master of Science (M.S.), Taxation and Financial Planning, 3.00

Widener University   2004 — 2007
Bachelor's Degree in Business Administration, Accounting, 3.5 GPA

Widener University   2004 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature, 3.5 GPA

Kathy Schultz, CPA Kathy Schultz, CPA Wilmington, Delaware Details
Kathy Schultz, CPA's Belfint, Lyons & Shuman, P.A. Experience January 1994 - Present
Job Director at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   January 1994 - Present
Belfint, Lyons & Shuman, P.A.   January 1994 - Present

Skills
Estate Tax Planning, Trusts, Estate Planning, High Net Worth..., International Business, Family Business, International Tax, Tax Compliance, Tax Preparation, Tax Accounting, Special Needs Planning, Court Reporting, Trust Accounting, Corporate Tax, Small Business, Accounting

Education
University of Delaware - Lerner College of Business and Economics   1991 — 1993
Bachelor of Science, Accounting

David Jennings, CPA David Jennings, CPA Wilmington, Delaware Details
David Jennings, CPA's Belfint, Lyons & Shuman, P.A. Experience October 2007 - Present
Job Strategic Planner for Contractors
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   October 2007 - Present
Delaware Park Racetrack & Slots  July 2005 - September 2007
Belfint, Lyons & Shuman, P.A.   June 1998 - July 2005

Skills
Financial Reporting, Finance, Budgets, General Ledger, Cash Flow Forecasting, Tax, Forecasting, Corporate Finance, High Net Worth..., Non-profits, Accounting, Accounts Receivable, Internal Controls, Financial Statements

Education
University of Delaware   1994 — 1998
Bachelor of Science (B.S.), Accounting

Salesianum School   1990 — 1994

Amy Henretty, CPA Amy Henretty, CPA Greater Philadelphia Area Details
Amy Henretty, CPA's Belfint, Lyons & Shuman, P.A. Experience June 2012 - July 2012
Job Senior Tax Accountant at Gunnip & Company
Industry Accounting
Experience
Gunnip & Company  June 2015 - Present
Gunnip & Company  June 2013 - June 2015
Gunnip & Company  January 2013 - June 2013
Henretty's Prime Meats & Crab Cakes   2005 - April 2013
Caffe Gelato  May 2011 - January 2013
Nagy & Associates CPA   October 2012 - December 2012
Belfint, Lyons & Shuman, P.A.   June 2012 - July 2012

Skills
Accounting, QuickBooks, Tax, Financial Statements, Corporate Tax, Account Reconciliation, Auditing, CPA, Financial Reporting, Partnership Taxation, Tax Preparation, Income Tax, Finance, Tax Returns, Internal Controls, Microsoft Office, Microsoft Excel, Tax Accounting, Financial Analysis, GAAP

Education
University of Delaware   2009 — 2013
Bachelor of Science (BS), Accounting

Liza N. Zumsteg, CPA Liza N. Zumsteg, CPA Wilmington, Delaware Details
Liza N. Zumsteg, CPA's Belfint, Lyons & Shuman, P.A. Experience July 2004 - December 2006
Job Manager at RW Group, LLC
Industry Accounting
Experience
RW Group, LLC   October 2011 - Present
Consulting Services  June 2011 - November 2011
Shechtman Marks Devor PC  December 2009 - May 2011
McGladrey  November 2008 - May 2009
Simonson, Lipschutz & Fogel P.C.   January 2007 - October 2008
Belfint, Lyons & Shuman, P.A.   July 2004 - December 2006
BNY Mellon  May 2000 - July 2004

Skills
Certified Public..., Auditing, Government Auditing, Accounting, Small Business, Audits of Employee..., CCH ProSystem fx, Caseware, Non-profits, Real Estate, HUD audits, Financial Reporting, Internal Controls, QuickBooks, Financial Audits, External Audit, Regulatory Audits, CPA, Member of AICPA, Financial Statement..., Compilation Of..., Yellow Book, GAAP, Nonprofits

Education
Goldey Beacom College   1998 — 2002
Bachelor of Science (B.S.), Accounting

Jason Day, CPA Jason Day, CPA Greater Philadelphia Area Details
Jason Day, CPA's Belfint, Lyons & Shuman, P.A. Experience January 2008 - June 2008
Job Accountant at Whisman, Giordano & Associates
Industry Accounting
Experience
Whisman, Giordano & Associates   January 2011 - Present
Harrahs Chester Casino and Racetrack  July 2010 - October 2010
Drinker Biddle & Reath LLP  March 2010 - June 2010
Belfint, Lyons & Shuman, P.A.   January 2008 - June 2008
Barbacane, Thornton & Company LLP   August 2006 - December 2007

Skills
Accounting, QuickBooks, General Ledger, Corporate Tax, Financial Reporting, Tax Preparation, Auditing, Tax Accounting, Financial Statements

Education
Goldey Beacom College   2002 — 2006
Bachelor's degree, Accounting

Wilmington Christian High School   1999 — 2002

George Fournaris, CPA, CGFM George Fournaris, CPA, CGFM Greater Philadelphia Area Details
George Fournaris, CPA, CGFM's Belfint, Lyons & Shuman, P.A. Experience April 2015 - Present
Job Principal at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   April 2015 - Present
Connections Community Support Programs, Inc.   December 2012 - April 2015
BDO USA, LLP  November 2010 - December 2012
McBride Shopa & Company, P.A.   December 1995 - November 2010
City of Wilmington, Delaware  September 1993 - September 1995
City of Wilmington, Delaware  September 1991 - September 1993
City of Wilmington, Delaware  May 1982 - September 1991

Skills
Auditing, Internal Controls, Accounting, Financial Reporting, Tax, Budgets, Government, Income Tax, Managerial Finance, CPA, Financial Accounting, Corporate Finance, Management Consulting, Internal Audit, Tax Accounting, Forensic Accounting, Business Valuation, Tax Returns, Strategic Financial..., Nonprofits, Finance, GAAP, Tax Preparation, Corporate Tax, General Ledger, Due Diligence, Non-profits, Assurance, Financial Analysis, Variance Analysis, External Audit, Cash Management, Financial Risk, Small Business, Public Financial..., Risk Management, Budgeting, Compliance, Compliance Audits, Financial Audits, Quality Auditing, Financial Planning

Education
University of Delaware   1975 — 1979
B.S., Accounting

Salesianum School   1970 — 1975
Diploma

Jenni Fleck Jones Jenni Fleck Jones Greater Philadelphia Area Details
Jenni Fleck Jones's Belfint, Lyons & Shuman, P.A. Experience May 2005 - Present
Job Marketing Manager at Belfint Lyons & Shuman, CPAs
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   May 2005 - Present
SSD Technology Partners  April 2003 - May 2005
Integrated Technologies Management   May 1998 - April 2003
ADP  June 1995 - June 1998
New Castle County Chamber of Commerce  1994 - 1995

Skills
Public Relations, Marketing Strategy, Business Networking, Media Relations, Marketing Communications, Press Releases, College Recruiting, Public Speaking, Event Planning, Strategic Planning, Recruiting, Marketing, Nonprofits, Strategy, Social Networking, Corporate Communications, Social Media, Proposal Writing, Creative Direction, Social Media Marketing

Education
University of Delaware   1991 — 1995
Business Administration, Marketing

Barbara J Farnham Barbara J Farnham Washington D.C. Metro Area Details
Barbara J Farnham's Belfint, Lyons & Shuman, P.A. Experience February 1988 - December 1989
Job Program Management Oversight
Industry Telecommunications
Experience
CenturyLink  January 2001 - Present
Premier Analysis   June 2000 - December 2000
NEC Corporation of America  November 1999 - June 2000
General Dynamics  August 1990 - November 1999
Belfint, Lyons & Shuman, P.A.   February 1988 - December 1989

Skills
Telecommunications, Program Management, Management

Education
Shepherd University   1982 — 1987
BS, Business Administration

Holmdel High School

Ray Cook Ray Cook Greater Philadelphia Area Details
Ray Cook's Belfint, Lyons & Shuman, P.A. Experience 1981 - 1988
Job
Industry Law Practice
Experience
Gordon, Fournaris & Mammarella, P.A.   July 2010 - Present
Wheeler, Wolfenden & Dwares, P.A.   July 2009 - July 2010
M Davis & Sons, Inc.   February 1996 - July 2009
Truitt & Sarnecki   February 1991 - February 1996
Belfint, Lyons & Shuman, P.A.   1981 - 1988

Skills
Financial Reporting, Accounting, Budgets, Internal Controls, Auditing, Management, Finance, Cash Management, CPA, Tax Preparation, Mergers & Acquisitions, GAAP, Tax, Payroll, General Ledger, Corporate Tax, Financial Analysis, Financial Statements, Financial Planning, QuickBooks, Strategic Planning, Human Resources, Financial Accounting, Income Tax

Education
University of Delaware   1981 — 1984
Accounting, Business

John Dickinson High School   1978 — 1981
N/A - High School Diploma

Thomas J Conway IV, CPA Thomas J Conway IV, CPA Greater Philadelphia Area Details
Thomas J Conway IV, CPA's Belfint, Lyons & Shuman, P.A. Experience January 1997 - 2001
Job President at Conway Consulting Group CPA's LLC
Industry Financial Services
Experience
Conway Consulting Group CPA's LLC   December 2014 - Present
Thomas J. Conway IV, CPA   October 2001 - Present
Thornbury Property Group LLC   October 2001 - Present
PwC  2001 - 2001
Belfint, Lyons & Shuman, P.A.   January 1997 - 2001
Zelenkofske Axelrod  1996 - 1996

Skills
Business Development, Financial Analysis, Accounting, Finance, Strategy, Nonprofits, Tax, Tax Preparation, Auditing

Education
Philadelphia University   1993 — 1996
B.S., Accounting, Human Resources, Spanish

Archmere Academy

Peter Winnington Peter Winnington Greater Philadelphia Area Details
Peter Winnington's Belfint, Lyons & Shuman, P.A. Experience
Job Director at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.  

Skills
Tax, Partnership Taxation, Corporate Tax, Auditing, High Net Worth..., Estate Tax Planning, Tax Preparation, CPA, Internal Controls, Financial Reporting, Accounting, Tax Accounting

Education
Widener University   1981 — 1983
MS, Taxation

University of Delaware   1967 — 1971
BS, Accounting

Michael T. French, CPA Michael T. French, CPA Greater Philadelphia Area Details
Michael T. French, CPA's Belfint, Lyons & Shuman, P.A. Experience November 1994 - Present
Job Shareholder/Director, Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   November 1994 - Present
Prime Global   1980 - 2014
Prime Global   1980 - 2014
Belfint, Lyons & Shuman, P.A.   1980 - November 1994

Skills
Tax Advisory, Family Business, Accounting, Financial Reporting, Small Business, Tax Preparation &..., Corporate Tax, Business Entity..., Partnerships & Limited..., High Net Worth..., Tax, Leadership, GAAP, Partnership Taxation, Financial Statements, Financial Planning, CPA, Finance, Tax Accounting

Education
University of Delaware   1977 — 1981
Bachelor of Science Degree, Accounting

Lisa Harvey-Cicione Lisa Harvey-Cicione Greater Philadelphia Area Details
Lisa Harvey-Cicione's Belfint, Lyons & Shuman, P.A. Experience October 2013 - Present
Job Tax Strategist for EcoFriendly Construction
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   October 2013 - Present
Whisman, Giordano & Associates, LLC   November 2009 - October 2013
Gillespie & Associates, LLC   February 2001 - October 2009

Skills
Tax Advisory, CPA, Corporate Tax, High Net Worth..., Partnership Taxation, Accounting, Business Tax Planning, QuickBooks, Tax, Tax Preparation, Multi-state tax returns, Financial Planners, Financial Statements

Education
Rowan University   1987 — 1991
Bachlor of Science, Business Admin/Accounting

Valerie Allston Valerie Allston New Castle, Delaware Details
Valerie Allston's Belfint, Lyons & Shuman, P.A. Experience March 1984 - May 1989
Job Market Controller at iHeartMedia Inc
Industry Broadcast Media
Experience
iHeartMedia, Inc.   May 2005 - Present
March of Dimes  June 1999 - June 2003
Belfint, Lyons & Shuman, P.A.   March 1984 - May 1989
American Guaranty & Trust   March 1980 - March 1984

Skills
Radio, Broadcast, Radio Advertising, Adobe Audition, Radio Broadcasting, Radio Host, Radio Producing, Television, Voice Over, Audio Editing, Broadcast Journalism, Podcasting, Voice Acting

Education
Delaware Technical and Community College-Stanton-Wilmington

Adam Necelis Adam Necelis Greater Philadelphia Area Details
Adam Necelis's Belfint, Lyons & Shuman, P.A. Experience July 2014 - Present
Job Senior Accountant at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   July 2014 - Present
Archbishop Ryan High School Marching Band   June 2010 - Present
Padden Cooper Lawson Denn & Drewry, CPA's   February 2012 - July 2014
Aflac Regional Office  May 2010 - August 2010
Penns Grove High School Marching Band   April 2007 - January 2010
The College of New Jersey  September 2007 - May 2009

Skills
Accounting, Tax Preparation, QuickBooks, Income Tax, Corporate Tax, Tax Returns, Tax, Financial Accounting, Financial Reporting, Auditing, Bookkeeping, General Ledger, GAAP, Financial Statements, Account Reconciliation, Accounts Payable, Internal Controls, Financial Analysis, Payroll, Accounts Receivable, CPA

Education
Rowan University   2009 — 2011
Bachelor of Science, Accounting

The College of New Jersey   2007 — 2009
Accounting

Jen Samonisky Jen Samonisky Greater Philadelphia Area Details
Jen Samonisky's Belfint, Lyons & Shuman, P.A. Experience September 2009 - February 2011
Job Accountant at Newspaper Support Services, Inc.
Industry Accounting
Experience
Advance Central Services, Inc.   March 2011 - Present
Belfint, Lyons & Shuman, P.A.   September 2009 - February 2011

Skills
401k, Journal Entries, Account Reconciliation, Financial Reporting, General Ledger, Tax, Accounting

Education
University of Delaware - Lerner College of Business and Economics   2005 — 2009
BS, Accounting

Mary Weeks, CPA, CFP Mary Weeks, CPA, CFP Greater Philadelphia Area Details
Mary Weeks, CPA, CFP's Belfint, Lyons & Shuman, P.A. Experience 2005 - Present
Job Tax Manager at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   2005 - Present
McGladrey & Pullen  2003 - 2005

Skills
Estate Tax Planning, Tax Preparation, Tax Advisory, Estate Planning, Strategic Financial..., Trusts

Education
Virginia Commonwealth University   2000 — 2001
Financial Planning Certificate, Financial Planning

Bentley University   1982 — 1986
Bachelor of Science Degree in Accounting, Accounting

Lois Radcliff Lois Radcliff Baltimore, Maryland Area Details
Lois Radcliff's Belfint, Lyons & Shuman, P.A. Experience October 2003 - May 2010
Job A/R Accountant at National Document Services
Industry Accounting
Experience
National Document Services   June 2013 - Present
DMMS   October 2011 - May 2012
Belfint, Lyons & Shuman, P.A.   October 2003 - May 2010
Computer Services Inc.  June 2001 - October 2003
Artesian Water Company  January 1997 - April 2001

Skills
Account Reconciliation, Fixed Assets, SAP, Accounting, General Ledger

Education
Goldey-Beacom College
BS, Accounting

Brandywine Jr. College
AA

Anne Mary Kluska, CPA Anne Mary Kluska, CPA Wilmington, Delaware Details
Anne Mary Kluska, CPA's Belfint, Lyons & Shuman, P.A. Experience September 2002 - Present
Job Tax & Small Business Manager at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   September 2002 - Present

Education
Drexel University - LeBow College of Business
B.S Business Administration, Accounting

Anna Bansbach Anna Bansbach Greater Philadelphia Area Details
Anna Bansbach's Belfint, Lyons & Shuman, P.A. Experience February 2011 - May 2012
Job Accounting Professional
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   February 2011 - May 2012
BDO USA, LLP  October 2006 - February 2010

Skills
Income Tax, Accounting, Sales Tax, Tax, Accounts Payable, Accounts Receivable, Financial Reporting, Financial Accounting, Fixed Assets, Payroll Taxes, GAAP, Bank Reconciliation, Financial Statements

Education
Villanova University   2009 — 2011
Master's degree, Taxation

Penn State University   1979 — 1983
Bachelor of Science (B.S.), Accounting

Kevin Moore, CPA Kevin Moore, CPA Greater Philadelphia Area Details
Kevin Moore, CPA's Belfint, Lyons & Shuman, P.A. Experience May 2005 - May 2007
Job Assurance at PwC
Industry Financial Services
Experience
PwC  March 2012 - Present
Towers Watson  June 2008 - March 2012
Kreischer Miller  May 2007 - May 2008
Belfint, Lyons & Shuman, P.A.   May 2005 - May 2007

Education
DeSales University   2001 — 2005
Bachlors of Science, Accounting & Finance

Salesianum

Salesianum

Tini Graff Tini Graff Greater Philadelphia Area Details
Tini Graff's Belfint, Lyons & Shuman, P.A. Experience July 2014 - Present
Job Senior Accountant at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   July 2014 - Present
Belfint, Lyons & Shuman, P.A.   June 2011 - June 2014
Corporate Interiors, Inc.   January 2011 - June 2011
Corporate Interiors, Inc.   April 2010 - December 2010
McNeill Designs for Brighter Minds   2008 - 2009
CableNet Services  May 2007 - August 2008

Skills
Account Reconciliation, Fixed Assets, Job Costing, Fixed Asset Management, Monthly Close, Accounts Receivable, Financial Statements, Adjustments, Cash Receipts, QuickBooks, Tax Preparation, Personal Income Tax..., Partnership Tax Returns

Education
Wesley College   2009 — 2010
Certificate, Accounting

Wilmington College   2004 — 2006
Bachelor of Science (BS), General Studies

Goldey Beacom College

Keith Charpentier Keith Charpentier Greater Philadelphia Area Details
Keith Charpentier's Belfint, Lyons & Shuman, P.A. Experience 2014 - April 2015
Job Staff Accountant at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   2014 - April 2015
Kiley + Company   January 2012 - November 2013
Sayville Ferry Service  July 2006 - September 2013

Skills
Microsoft Office, Tax Preparation, QuickBooks, Time Management, ProSeries, 1099 Preparation, Small Boat Operations, USCG Captain, Highly detail oriented, Project Planning

Education
Johnson and Wales University   2012 — 2013
Master of Business Administration (MBA), Accounting

Johnson and Wales University   2008 — 2012
Bachelor's degree, Accounting

John Ormsby John Ormsby Greater Philadelphia Area Details
John Ormsby's Belfint, Lyons & Shuman, P.A. Experience January 1995 - October 1999
Job Tax Director at SAP America
Industry Computer Software
Experience
SAP America  January 2008 - Present
AstraZeneca  June 2004 - January 2008
DuPont  December 2002 - June 2004
Gunnip & Company  September 2001 - December 2002
Bastianelli & Humphreys   October 1999 - September 2001
Belfint, Lyons & Shuman, P.A.   January 1995 - October 1999

Skills
Sarbanes-Oxley Act, Corporate Tax, Tax, Income Tax, CPA, Mergers & Acquisitions, Tax Research, Tax Accounting

Education
Villanova University School of Law   2003 — 2008
Master of Science (MS), Taxation, 3.9 / 4.0

University of Delaware   1989 — 1994
Bachelor of Science (BS), Accounting

Cassie Porter Cassie Porter Greater Philadelphia Area Details
Cassie Porter's Belfint, Lyons & Shuman, P.A. Experience December 2006 - April 2012
Job Accountant at Faw Casson
Industry Accounting
Experience
Faw Casson  July 2015 - Present
State of Delaware - Economic Development Office   April 2012 - July 2015
Belfint, Lyons & Shuman, P.A.   December 2006 - April 2012

Skills
Accounting, Account Reconciliation, Tax Preparation, General Ledger, Journal Entries, Financial Statements, Accounts Receivable

Education
Goldey-Beacom College   2006 — 2008
MBA, Finance

Goldey-Beacom College   2003 — 2006
BS, Accounting

Joanne Beach, CPA Joanne Beach, CPA Warwick, Maryland Details
Joanne Beach, CPA's Belfint, Lyons & Shuman, P.A. Experience July 2015 - Present
Job Senior Accountant at Belfint, Lyons & Shuman, P.A.
Industry Accounting
Experience
Belfint, Lyons & Shuman, P.A.   July 2015 - Present
Belfint, Lyons & Shuman, P.A.   February 2007 - Present

Skills
Tax Preparation, Partnership Taxation, QuickBooks, CPA, Financial Reporting, General Ledger, Corporate Tax, Tax, Financial Statements, Account Reconciliation

Education
University of Delaware
BA and MBA, Math and economics, Bus Admin