CPA

Kathryn Schultz

CPA Photo

Address

1011 Centre Road
Suite 310
Wilmington, DE 19805


Organization

Belfint, Lyons & Shuman


Phone & Email

302-225-0600
Email Kathryn


Description

Kathy specializes in providing intricate tax planning and compliance services for individuals, businesses, guardianships, estates and trusts and makes her clients feel comfortable by taking the time to explain each situation in order for them to gain an understanding of their financial situation. She frequently works with a diverse network of professionals, including local attorneys, to ensure her clients’ estate and trust tax matters are properly handled. Kathy is instrumental in the firm’s International Services team which assists with tax compliance and accounting services for international businesses and individuals. Kathy also assists clients with corporate service matters for Delaware investment holding companies.

Kathy is often asked to present at client, professional and business groups and writes articles about recent tax law changes, domestic and international tax matters and estate and trust planning.

Services

  • Accounting and Auditing
  • Corporate Tax
  • Estate Planning/Wills
  • Estate Trust & Gift Tax
  • Franchises
  • International Tax
  • Individual Tax
  • Multi-State Operations
  • Multi-State Tax Issues
  • Sales & Use Taxes
  • Tax Planning

Industries

  • Automobile Dealerships
  • Health Maintenance Organizations
  • Insurance Companies
  • Manufacturing

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