Jon M. LaDelfa

Position, Professional Experience & Background:

  • Firm’s Founder and Managing Partner
  • Certified Public Accountant (CPA) 1979
  • Personal Financial Specialist (PFS) 1996
  • For Investment-Related Experience, Please Visit:


  • 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 of the history of economics, philosophy and religion.

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- Client Employee



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Important - Tax Reform

As you probably already know, with the recent tax reform, beginning in 2018, state income tax and property tax deductions will be capped at a combined $10,000. The standard deduction will be...


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