Our Principals

The Principals at Margolis & Company P.C. are committed to providing the highest quality service and business solutions to meet every client's needs. Our clients maximize their full potential through our personal involvement in growing their businesses. We know the structure of our clients’ companies, maintain open communication, develop and coordinate business, financial and tax strategies and involve the right people in each phase of work.

Our principals are respected in their field and in the community. They are experienced professionals who know their bottom line is building relationships along with building performance.

TAX Principals A & A Principals

Stephen A. Bleyer, CPA - Tax Advisory Services Group

John McGary, CPA - Tax Advisory Services Group / Real Estate

Jeffrey Winkleman, CPA, MT - Tax Advisory Services Group

Joseph S. Barbagallo, CPA, CVA, CFFA, CFD, CFS, CFI, ABV - A&A / Forensic & Litigation Services

Joseph R. Coluzzi, CPA, - M&A, Business Valuations, Consulting

Joseph L. DeSimone, CPA, CVA - Business Valuations, Construction, Wholesale/Distribution

David H. Glusman, CPA, DABFA, CFS, Cr.FA - Forensic & Litigation Services / Healthcare Services Group

Kathleen A. Lens, CPA - Audit & Accounting / Women-Owned Business

David A. Price, CPA - Audit & Accounting / Professional Services Firms

Arthur M. Scherr, CPA - Audit & Accounting / Not-for-Profit Organizations

Gerald A. Shantzer, CPA - Audit & Accounting / Family-owned Businesses

Lawrence S. Simon, CPA - Audit & Accounting / Healthcare Services Group

Philadelphia Office
401 E. City Avenue
Suite 600
Bala Cynwyd, PA 19004
610.667.6250

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Bucks County Office
41 University Blvd.
Suite 400
Newtown, PA 18940
215.968.5081

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