Geltrude

Advanced planning services means more money in your pocket

Our professionals work year-round to offer comprehensive tax preparation and strategic planning services Because we have our finger on the pulse of financial trends and ever-changing laws, we are able to immediately identify and capitalize on opportunities

We know what it takes to keep your organization moving in the right direction That’s why entrepreneurs and businesses rely on us for comprehensive business management services We manage your business operations and ensure a solid structure that will support growth and viability

The dedicated professionals of our business management and family office services division provide a complete range of state-of-the-art accounting and tax, advanced planning, advisory, and lifestyle services Our clients include high-net-worth families, entrepreneurs, senior executives, and closely-held businesses

Specializing in all types of pension plan audits, including both limited and full-scope audits, Geltrude offers clients the dual benefit of a dedicated team of highly accessible professionals with focused expertise in employee benefit plan audits and a competitive fee structure designed to generate cost-effective results

• ADVISORY SERVICES FOR LGBTQ COMMUNITY
• EMPLOYEE BENEFIT PLAN AND PENSION AUDITS
• FINANCIAL AND RETIREMENT PLANNING
• LITIGATION, FORENSIC AND VALUATIONS
• TAXATION, COMPLIANCE, AND PLANNING
• MANUFACTURERS, WHOLESALERS, AND DISTRIBUTORS