Belfint, Lyons & Shuman, P.A.

About Belfint, Lyons & Shuman, P.A.

Delaware-based and locally owned, this CPA firm has more than eighty professionals and serves businesses in Delaware, Pennsylvania and New Jersey from its Wilmington office and a Philadelphia-area location. It is a member of an international association of independent firms, which it uses to support clients with overseas interests. An International Services team assists foreign companies branching into the U.S. and Americans who work or invest abroad, covering inbound investment compliance, EIN and ITIN applications, FBAR and foreign-asset reporting, nexus studies, choice of entity and virtual office rental with mail forwarding. A corporate services division, started more than thirty years ago and enlarged through an acquisition, sets up and administers Delaware investment holding companies, including subsidiary set-up, physical presence, bank and counsel selection, officer provision on request and minute-book upkeep. The firm also audits employee benefit plans, performs single audits, valuations and forensic work, and works with auto dealers, builders, medical practices and non-profits. Pricing is not published.

Services

Services include Delaware holding-company formation and ongoing administration, annual franchise tax and LLC filings, statutory reporting and sales tax filing, plus accounting, payroll processing and controllership. International work covers inbound and outbound U.S. tax compliance, state nexus and treaty-related certifications. The firm also provides audits, reviews and compilations, employee benefit plan audits, tax planning, estates and trusts, QuickBooks consulting, outsourced bookkeeping, valuation, litigation support and managed IT.

• ✓ Company formation: offered
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✓ VAT: offered
• ✓ Payroll: offered
• ✓ Audit: offered
• ✓ Bank account assistance: offered
• ✕ Residency and visas: not listed
• ✓ Corporate secretarial: offered
• ✓ Virtual office: offered