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I specialize in meeting the needs of our clients who work in the construction industry. My expertise in financial matters specific to contractors is critical when presenting information to the sureties and lenders. I can assist with specialized tax deferral planning, utilizing the completed contract and long-term contract

rules and will identify the specific tax credits available to many contractors. In addition, Geltrude & Company has established solid relationships with numerous bonding agents, underwriters and bankers throughout the area, which form a diverse and valuable professional network.


Areas of Expertise

  • Over fifteen years of diversified public accounting experience for small to medium size companies
  • Specializing in auditing, accounting, litigation support and business valuation
  • Serving many general contractors and subcontractors, including commercial and residential building contractors, telecommunication contractors, excavators, and underground contractors, masonry, plumbing, HVAC and electrical contractors
  • In charge of the firm's Employee Benefit Plan and Pension Plan audits including Defined Benefit and Defined Contribution Plans-- We ensure that all of the specialized financial, operational and regulatory requirements are tested for and presented in the plan's financial statements, which meet all Generally Accepted Auditing Standards and DOL requirements
  • Involved in tax services on the corporate and personal level, IRS and state examinations, business succession and estate planning
  • Directs the firm's Quality Control and Compliance with PCPS standards and requirements

 

Industries of Specialization

 Construction  Telecommunication Manufacturing 
 Retail   Restaurant  Service  Pension Plans 
 Real Estate Development & Management 

Education

MS in Taxation- Fairleigh Dickinson University, Madison, NJ
BA in Business Administration - Gettysburg College, Gettysburg, PA

 


Professional Credits & Accomplishments

  • Member of the American Institute of Certified Public Accountants
  • Member of the New Jersey Society of Certified Public Accountants
  • Member of the Management and Consulting Division of the American Institute of Certified Public Accountants
  • Holds a Certificate of Educational Achievement for Business Valuations from the American Institute of Certified Public Accountants
  • Member of the American Society of Appraisers
  • Member of the Builders Contractors Association of New Jersey (BCANJ)