Biography

Geri’s career with Thomas, Judy & Tucker began in 2004 but she has worked in public accounting since 1998. Geri’s industry expertise includes non-profits, real estate, construction, and restaurants. Geri works with closely held business owners to navigate through complex tax transactions including asset sales, deferred tax exchanges, equity transitions and succession planning. Geri is passionate about client service and lead the charge in 2014 to implement the TJT Way, which established our firm’s standards of client service. Geri is a participant in Upstream Academy’s Emerging Leaders Academy which focuses on leadership development and growth in high performing accounting firms.

Education and Professional Affiliations

• Bachelor of Science in Accounting from North Carolina State University, 1995
• American Institute of Certified Public Accountants – member
• North Carolina Association of Certified Public Accountants – member

Biography

Jim has over twenty years of public accounting experience. Before joining the firm in 2005, Jim spent over ten years with two of the Big Four accounting firms. He started his career by working on audits of publicly-held companies and middle-market companies, and then transitioned to tax where he worked on high net worth individuals, trusts, gift taxes, privately held pass-through entities, and multi-state corporations. Jim assists clients in complex transactional business, structuring/restructuring, mergers and acquisitions, partner redemptions, land and commercial development and other real estate dealings. He also assists our clients with income tax planning and compliance,cost segregation studies, multi-year and transaction tax matters, and conflict resolution with state and federal taxing authorities.

Education and Professional Affiliations

• Bachelor of Science in Business Administration and Accounting Appalachian State University, 1995
• American Institute of CPAs
• North Carolina Association of CPAs

Biography

David has over twenty-five years of experience in public accounting and management consulting. He has been with Thomas, Judy & Tucker, P.A. since 1992. He was previously with Ernst & Young LLP for four years in the tax department.

David’s expertise includes business, personal and trust/estate taxation and planning. His business focus includes areas related to commercial construction contractors and related sub-contractors, commercial and residential real estate development and closely held operating businesses. David also has extensive experience in business and family succession planning as well as mergers and acquisitions.

Education and Professional Affiliations

• BS, Accounting and Business Management North Carolina State University, 1989
• American Institute of CPAs
• North Carolina Association of CPAs

Biography

Chris has over thirty-five years experience in public accounting. He is a founding partner of Thomas, Judy & Tucker, P.A.

Chris gained extensive experience advising clients in tax, real estate, estate planning, and general business consulting including cost segregation studies. He has assisted in negotiations and the sale of several businesses. He has also served in the role of CFO in certain instances.

Education and Professional Affiliations

• BSBA, Accounting East Carolina University, 1979
• American Institute of CPAs
• North Carolina Association of CPAs

Biography

David has thirty years of experience in public accounting and business consulting. He is a founding partner of the firm. Prior to starting the outsourced accounting services division in 1997, he was the audit partner for the firm.

As the director of the Outsource Accounting Services Division, he performs duties similar to a chief financial officer, and consults with numerous closely-held businesses and not-for-profit organizations.

Education and Professional Affiliations

• BS, Accounting: Virginia Tech, 1983
• American Institute of CPAs
• North Carolina Association of CPAs