Tax & Compliance
Margolis & Company’s highly experienced Tax
Advisory Services Group consists of eleven professionals with
diverse backgrounds who provide consulting and tax compliance
services for businesses, business owners and financially successful
individuals. Our professionals offer insight and proactive tax
strategies in their many areas of expertise. Many of the members
of our Tax Advisory Services group have been with us for more
than 15 years and have advanced degrees in taxation. We produce
a quarterly newsletter, Tax Insights, featuring articles
of interest to our clients and updates regarding new tax legislation.
- Business and Personal Income Tax
- Sales Tax Compliance and Refund Opportunities
- State and Local Franchise & Income Tax
- Executive and Deferred Compensation
arrangements
- Employment Benefits Cost
Segregation Studies
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- Education and Retirement Savings
- Financial & Estate Planning
- Real Estate Transactions
- Representation before IRS and
other taxing authorities
- Tax Aspects of Mergers & Acquisitions
- International Tax Operations
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Jeff Winkleman, CPA is the Director of Margolis & Company’s
Tax Advisory Services Group. You can contact Jeff at jwinkleman@marg.com
Steve Bleyer, CPAspecializes in tax planning,
personal financial planning and pension planning. Steve can be
reached at sbleyer@marg.com
John McGary, CPA has over thirty years of experience
serving clients with local, national and international operations.
You can reach John at jmcgary@marg.com
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