Individuals

Margolis & Company offers a variety of services to individuals: business owners and their family members, corporate executives, high net worth individuals and a variety of professionals.

• Personal Income Tax Preparation & Planning
• Comprehensive Financial Plans
• Modular Financial Plans
• Retirement Planning
• Estate Planning
• Retirement Planning
• Education or Goal Planning
• Corporate Executive Services
• Wealth Management & Advisory Services

Lawrence S. Simon, CPA, PFS has over thirty years of experience in providing tax, accounting and consulting services to individuals. Larry can be reached at lsimon@marg.com.

Gerald A. Shantzer, CPA, PFS provides comprehensive financial planning to business owners for themselves, their businesses and related family members, as well as to other high net worth individuals. You can contact Jerry at jshantzer@marg.com.