Jon M. LaDelfa, CPA, PFS
Position, Professional Experience & Background:
- Firm’s Founder
- Certified Public Accountant (CPA) 1979
- Personal Financial Specialist (PFS) 1996
Education:
- Saint John Fisher College-Bachelor of Science in Accounting, Cum Laude
Selected Experience:
Jon has over 35 years’ experience serving Livingston and surrounding counties offering clients comprehensive tax planning and preparation as well as the full gamut of accounting services licensed as a New York State CPA. His expertise is in developing tax, financial, retirement and estate plans.
Professional Affiliations:
- American Institute of Certified Public Accountants (AICPA)
- NY State Society of Certified Public Accountants (NYSCPA)
Community Affiliations:
- Current Trustee and Treasurer of the Mount Morris Public Library
- Former 25 year member of the Village of Mount Morris Planning Board
- Served 4 year term as elected Trustee of the Village of Mount Morris
Personal Information:
Jon lives with his life partner Dianne. He has two grown daughters Karyn & Kelly. He enjoys all forms of competition. He has a special interest in the study of alternative medicine, and the development of political thought based off the history of economics, philosophy and religion.