Jeffrey Winkleman, CPA, MT
Principal

Jeff joined Margolis & Company P.C. in 1998 as Director of the firm's Tax Advisory Services. He is responsible for the delivery of all aspects of tax planning and compliance services.

He is responsible for the delivery of all aspects of tax planning and compliance services. He has over twenty-five years of experience serving businesses and executives in the manufacturing, wholesale, distribution, real estate and professional services industries. He has significant experience with sales tax compliance and refund opportunities and has represented many clients with sales tax audits. Prior to joining Margolis & Company, Jeff was with a large regional accounting firm for seven years. Prior to that, Jeff served as a senior tax manager during his 11-year tenure with an international accounting firm.

Jeff holds a Master in taxation degree from Temple University and Bachelors in accounting degree from Duke University.