Welcome to your one-stop destination for an enhanced client experience.
Whether you have questions about sending information securely, need a reminder who your Client Service Support contact is, or just how to pay your invoice, our dedicated support team is here to provide timely and reliable assistance. Explore our quick links to access resources, tutorials, and FAQs designed to streamline your interactions with us. At BLS CPAs, we are committed to delivering unparalleled client satisfaction, and our support center is just one of the ways we strive to exceed your expectations. As always, we are listening!
Frequently Asked Questions
Please send us your tax or financial information using one of the methods below.
- Electronic delivery through our secure file-sharing platform – SuraLink *PREFERRED METHOD*
- Personally drop off your information at our office
- FedEx, UPS, or USPS Express mail to:
Belfint, Lyons & Shuman, P.A.
1011 Centre Road, Suite 310
Wilmington, DE 19805
Additional quick tips for getting information to BLS CPAs
- Are your Financial Advisors sending in information for you? Please have them send any information to your designated Client Services Support Contact.
- Avoid sending information via text messaging. One of the secure methods listed above is best.
- Check the format of your files and try to avoid sending .jpg files. Our preferred format is .pdf, and convenient pdf scanners can be utilized right from your phone.
Many clients ask for clarity between Suralink and SafeSend, so we thought these short descriptions might help to clear up any confusion.
What is Suralink? Suralink is a file/information sharing portal where clients can upload documents for tax return preparation to the firm and the firm can also share documents with the client. Click here to get to BLS’s Suralink
What is SafeSend? SafeSend is the portal used for tax return distribution to clients and electronic signing of returns. You will get reminders regarding tax payments and estimates during the year.
Below is a list of the Tax & Small Business client support services contact by director.
- Supporting Karly Laughlin, Mike Kelly, Kathy Dean, and Stephen Ritchie – Barbara Emmel | bemmel@belfint.com | 302.573.3944
- Supporting Dave Jennings, Jeff Elwell, and Anne Mary Kluska – Callie Evans | cevans@belfint.com | 302.573.4134
- Supporting Stephanie Chapman, Jon Patterson, and Valerie Middlebrooks – Siana Declet | sdeclet@belfint.com | 302.225.0600
Visit the IRS Refund Check Site for additional information.
Visit the State of Delaware Refund Check Site for additional information.
Visit the State of Pennsylvania Refund Check Site for additional information.
If you have already completed Form 8879 for Federal, there is no additional form to be signed specifically for the State of Delaware. Form 8879 gives BLS the ability to electronically file Federal and State of Delaware personal tax returns.