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Jorge Estrada, CPA
Senior Audit and Nonprofit Tax Manager
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Jorge Estrada, CPA has worked in accounting and tax since 1986 in both the public and private sectors. He came to Gelman, Rosenberg & Freedman CPAs from CBIZ – Mayer Hoffman McCann P.C. in Bethesda, Maryland, where he spent much of his professional career. Beginning as a junior accountant, he rose to become a director/shareholder in the attest practice of the firm. His primary responsibility was heading up audits of companies and nonprofits with $20 to $200 million in revenues or annual sales.
Mr. Estrada’s expertise is in the preparation and review of tax returns for not-for-profit organizations. As a senior manager in GRF’s Nonprofit Tax group, he is responsible for delivering tax compliance and consulting services to a wide range of tax-exempt organizations, including 501(c)(3), 501(c)(4) and 501(c)(6) organizations. He is also experienced in dealing with issues concerning unrelated business income tax, reporting of related entities and special events, and public support issues that affect not-for-profits.
In addition to serving in GRF’s Nonprofit Tax group, he performs technical reviews of reports, keeps the firm current on new audit standards, assists in maintaining the firm’s quality control documents, conducts training for staff and participates in other special projects. He has also directed audits of pension and 403(b) plans covered under ERISA, prepared numerous types of tax forms and is well-versed in OMB Circular A-133 compliance audits.
- Master of Science, Accounting, Georgetown University
- Bachelor’s, University of Maryland at College Park
- American Institute of CPAs (AICPA)
- Greater Washington Society of CPAs (GWSCPA)
- Maryland Association of CPAs (MACPA)
For the past 12 years, the accounting firm of Gelman, Rosenberg & Freedman has consistently provided the Chesapeake Bay Foundation (CBF) with superior services. The Gelman, Rosenberg and Freedman team, led by partner Terri McKnight, is knowledgeable about the nuances of the nonprofit industry, as well as attentive and thorough in their responses to any questions and concerns.
Fay Nance | Chief Financial Officer
Chesapeake Bay Foundation