CPA

David Jennings

CPA Photo

Address

1011 Centre Road
Suite 310
Wilmington, DE 19805


Organization

Belfint, Lyons & Shuman


Phone & Email

302-225-0600
Email David


Description

Dave specializes in providing tax planning and compliance services for individuals, businesses, estates and trusts. Dave joined the firm in 1998 immediately after graduation and then again in 2007 after working as the finance controller for a private company for two years. This experience has given him strong insight that helps his small business clients.

Dave provides services to a variety of clients including construction companies, law firms, and nonprofit organizations. Many of his small business clients have multi-state tax requirements where he assists with the determination of state nexus and filing requirements. Throughout the year, Dave works closely with individuals and small business owners to assist them in day-to-day planning and other concerns that may arise.

Services

  • Accounting and Auditing
  • Accounting Systems
  • Bankruptcy
  • Bookkeeping
  • Business Succession
  • Business and Strategic Planning
  • Business Valuations
  • Consulting
  • Corporate Tax
  • Divorce
  • Estate Planning/Wills
  • Estate Trust & Gift Tax
  • Financial & Estate Planning
  • Financial Services
  • Fiduciary/Trust Tax
  • Inventory Control
  • Individual Tax
  • Litigation Support
  • Mergers Acquisitions Liquidations
  • Multi-State Operations
  • Multi-State Tax Issues
  • Pension & Profit Sharing
  • Purchase and Sale of a Business
  • Payroll Services
  • Reviews & Compilations
  • Real Estate Tax
  • Real Estate Management
  • Real Estate Investment Trusts
  • Retirement Planning
  • Sales & Use Taxes
  • Starting a Business
  • Small Business Plan/Issues
  • Tax Planning

Industries

  • Automobile Dealerships
  • Biotech
  • Country Clubs
  • Construction
  • Employment Industries
  • Financial Institutions/Banks
  • Freight
  • Golf Courses
  • Health Maintenance Organizations
  • Insurance Agents and Brokers
  • Insurance Companies
  • Leasing Companies
  • Manufacturing
  • Medical Professionals
  • Physicians & Dentists
  • Real Estate
  • Restaurants
  • Retail
  • Transportation
  • Wholesale

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